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OFG Bancorp

137 hedge funds and large institutions have $708M invested in OFG Bancorp in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

7% more funds holding

Funds holding: 128137 (+9)

0.01% less ownership

Funds ownership: 104.91%104.9% (-0.01%)

3% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.44M

19% less capital invested

Capital invested by funds: $869M → $708M (-$161M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
22
Increased
51
Reduced
40
Closed
13
Calls
$1.4M
Puts
$1.44M
Net Calls
-$41K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$50M +$3.9M +238,780 +8%
MCM
2
Munder Capital Management
Michigan
$49.1M +$72.2K +4,423 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41.4M +$1.7M +104,120 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$39M
State Street
5
State Street
Massachusetts
$38.9M -$1.69M -103,818 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$37.2M -$1.29M -78,876 -3%
Ameriprise
7
Ameriprise
Minnesota
$30.5M +$269K +16,475 +0.8%
Franklin Resources
8
Franklin Resources
California
$27.1M
American Century Companies
9
American Century Companies
Missouri
$20.9M +$2.94M +180,317 +15%
EBIM
10
Eagle Boston Investment Management
Massachusetts
$20.6M -$6.64M -407,178 -23%
LSV Asset Management
11
LSV Asset Management
Illinois
$19.5M -$596K -36,500 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$19.3M +$4.22M +258,750 +25%
BIT
13
BlackRock Institutional Trust
California
$17.9M -$1.1M -67,605 -5%
Deutsche Bank
14
Deutsche Bank
Germany
$15.5M -$927K -56,792 -5%
BFA
15
BlackRock Fund Advisors
California
$14.3M -$853K -52,299 -5%
CC
16
Consector Capital
New York
$13.2M +$408K +25,000 +3%
PI
17
Putnam Investments
Massachusetts
$12.7M -$633K -38,773 -4%
SCC
18
Second Curve Capital
Pennsylvania
$11.8M -$3.92M -240,000 -23%
SC
19
Seawolf Capital
New York
$11.8M +$4.73M +289,994 +59%
EAM
20
Eagle Asset Management
Florida
$11.7M -$755K -46,252 -6%
JAM
21
Jacobs Asset Management
New York
$10.7M -$1.72M -105,656 -13%
Norges Bank
22
Norges Bank
Norway
$9.9M -$8.73M -534,780 -45%
PCM
23
Penn Capital Management
Pennsylvania
$8.79M +$1.22M +74,867 +15%
Northern Trust
24
Northern Trust
Illinois
$8.64M +$612K +37,538 +7%
WCM Investment Management
25
WCM Investment Management
California
$8.51M -$337K -20,642 -4%

OFG Hedge Fund Activity: Q3 2014 in Review

137 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q3 2014, worth a combined $708M — down 19% from $869M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OFG positions and 13 closed out — a net gain of 9 holders — while 51 added to existing stakes and 40 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $5.85M. The largest seller was Norges Bank, cutting an estimated $8.73M.

  • 137 institutional investors held OFG Bancorp (OFG) as of Q3 2014, up from 128 in Q2 2014.
  • Funds reported $708M of OFG Bancorp stock for Q3 2014, down 19% quarter-over-quarter.
  • 22 funds opened new OFG Bancorp positions in Q3 2014 and 13 closed out, a net change of +9 holders.
  • The largest OFG Bancorp buyer in Q3 2014 was Fiera Capital (Canada), an estimated $5.85M added.
  • The largest OFG Bancorp seller in Q3 2014 was Norges Bank, an estimated $8.73M sold.

Based on aggregated 13F filings for Q3 2014.