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OFG Bancorp

123 hedge funds and large institutions have $824M invested in OFG Bancorp in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

802% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $125K

12% more capital invested

Capital invested by funds: $736M → $824M (+$87.6M)

4.56% more ownership

Funds ownership: 99.69%104.25% (+4.6%)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 126123 (-3)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
123
Holders Change
-3
Holders Change %
-2.38%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
42
Reduced
40
Closed
21
Calls
$1.13M
Puts
$125K
Net Calls
+$1M
Net Calls Change
+$301K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.8M +$209K +12,900 +0.4%
State Street
2
State Street
Massachusetts
$52.7M +$14.5M +897,103 +42%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.9M
MCM
4
Munder Capital Management
Michigan
$47.6M +$22.6M +1,395,997 +103%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$47.1M +$2.62M +161,851 +6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$43.9M +$1.5M +92,616 +4%
Franklin Resources
7
Franklin Resources
California
$32.9M
EBIM
8
Eagle Boston Investment Management
Massachusetts
$31.1M +$5.84M +360,689 +25%
Ameriprise
9
Ameriprise
Minnesota
$30.6M -$1.47M -90,527 -5%
Deutsche Bank
10
Deutsche Bank
Germany
$23.9M +$1.64M +101,070 +8%
JP Morgan Chase
11
JP Morgan Chase
New York
$23.6M +$375K +23,154 +2%
JAM
12
Jacobs Asset Management
New York
$23.3M -$2.91M -180,000 -12%
American Century Companies
13
American Century Companies
Missouri
$22.8M +$1.96M +121,080 +10%
BIT
14
BlackRock Institutional Trust
California
$22.2M -$4.71M -290,854 -19%
LSV Asset Management
15
LSV Asset Management
Illinois
$21.4M +$73.2K +4,525 +0.4%
BFA
16
BlackRock Fund Advisors
California
$19.8M -$762K -47,099 -4%
SCC
17
Second Curve Capital
Pennsylvania
$19.8M -$2.75M -170,000 -13%
WI
18
WHV Investments
California
$19.5M +$17.9M +1,104,870 +6,038%
PI
19
Putnam Investments
Massachusetts
$17M +$8.6M +531,419 +119%
CWAM
20
Columbia Wanger Asset Management
Illinois
$15.6M
FG
21
FSI Group
Ohio
$12.7M
Millennium Management
22
Millennium Management
New York
$12.1M +$3.73M +230,164 +49%
PCM
23
Penn Capital Management
Pennsylvania
$12.1M +$559K +34,510 +5%
Northern Trust
24
Northern Trust
Illinois
$11.3M +$183K +11,315 +2%
WCM Investment Management
25
WCM Investment Management
California
$10.7M -$889K -54,907 -8%

OFG Hedge Fund Activity: Q4 2013 in Review

123 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q4 2013, worth a combined $824M — up 12% from $736M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OFG and 18 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 42 added.

The largest buyer was Munder Capital Management, adding an estimated $22.6M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $7.13M.

  • 123 institutional investors held OFG Bancorp (OFG) as of Q4 2013, down from 126 in Q3 2013.
  • Funds reported $824M of OFG Bancorp stock for Q4 2013, up 12% quarter-over-quarter.
  • 18 funds opened new OFG Bancorp positions in Q4 2013 and 21 closed out, a net change of -3 holders.
  • The largest OFG Bancorp buyer in Q4 2013 was Munder Capital Management, an estimated $22.6M added.
  • The largest OFG Bancorp seller in Q4 2013 was Bryn Mawr Capital Management Inc, an estimated $7.13M sold.

Based on aggregated 13F filings for Q4 2013.