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OFG Bancorp

128 hedge funds and large institutions have $869M invested in OFG Bancorp in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $803M → $869M (+$66.3M)

7% more funds holding

Funds holding: 120128 (+8)

1% more ownership

Funds ownership: 103.92%104.91% (+1%)

0% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.75M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
128
Holders Change
+8
Holders Change %
+6.67%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
20
Increased
36
Reduced
51
Closed
12
Calls
$1.75M
Puts
$1.75M
Net Calls
-$8K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Munder Capital Management
Michigan
$60.3M +$999K +56,352 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$57M +$3.8M +214,648 +7%
State Street
3
State Street
Massachusetts
$49.7M -$6.22M -350,771 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$48.9M +$248K +13,987 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.9M -$3.78M -213,180 -8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$47.2M -$7.17M -404,707 -14%
Ameriprise
7
Ameriprise
Minnesota
$37.1M +$1.39M +78,303 +4%
Franklin Resources
8
Franklin Resources
California
$33.4M -$1.19M -67,400 -4%
EBIM
9
Eagle Boston Investment Management
Massachusetts
$32.8M -$1.01M -57,010 -3%
LSV Asset Management
10
LSV Asset Management
Illinois
$24.6M +$1.31M +73,700 +6%
BIT
11
BlackRock Institutional Trust
California
$23.2M -$390K -22,026 -2%
American Century Companies
12
American Century Companies
Missouri
$22.3M -$6.92M -390,490 -24%
Norges Bank
13
Norges Bank
Norway
$22M +$13.2M +747,362 +167%
Deutsche Bank
14
Deutsche Bank
Germany
$20.1M -$3.47M -195,882 -15%
JP Morgan Chase
15
JP Morgan Chase
New York
$19M +$360K +20,321 +2%
SCC
16
Second Curve Capital
Pennsylvania
$18.9M -$3.19M -180,000 -15%
BFA
17
BlackRock Fund Advisors
California
$18.5M -$2.37M -133,771 -12%
PI
18
Putnam Investments
Massachusetts
$16.4M -$906K -51,115 -5%
CC
19
Consector Capital
New York
$15.8M +$2.68M +151,112 +21%
EAM
20
Eagle Asset Management
Florida
$15.2M +$14.6M +826,278 New
JAM
21
Jacobs Asset Management
New York
$15.1M -$3.16M -178,439 -18%
APG Asset Management
22
APG Asset Management
Netherlands
$12.9M
NPIC
23
Neumeier Poma Investment Counsel
California
$11.5M +$3.06M +172,875 +38%
WCM Investment Management
24
WCM Investment Management
California
$10.8M -$78.6K -4,435 -0.7%
Northern Trust
25
Northern Trust
Illinois
$9.92M -$1.17M -65,850 -11%

OFG Hedge Fund Activity: Q2 2014 in Review

128 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q2 2014, worth a combined $869M — up 8.3% from $803M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OFG positions and 12 closed out — a net gain of 8 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $14.6M. The largest seller was FSI Group, exiting entirely with an estimated $12.6M sold.

  • 128 institutional investors held OFG Bancorp (OFG) as of Q2 2014, up from 120 in Q1 2014.
  • Funds reported $869M of OFG Bancorp stock for Q2 2014, up 8.3% quarter-over-quarter.
  • 20 funds opened new OFG Bancorp positions in Q2 2014 and 12 closed out, a net change of +8 holders.
  • The largest OFG Bancorp buyer in Q2 2014 was Eagle Asset Management, an estimated $14.6M added.
  • The largest OFG Bancorp seller in Q2 2014 was FSI Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2014.