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OFG Bancorp

139 hedge funds and large institutions have $804M invested in OFG Bancorp in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

17% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $1.6M

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

14% more capital invested

Capital invested by funds: $708M → $804M (+$96M)

3.22% more ownership

Funds ownership: 104.9%108.13% (+3.2%)

1% more funds holding

Funds holding: 137139 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
30
Increased
48
Reduced
42
Closed
24
Calls
$1.87M
Puts
$1.6M
Net Calls
+$266K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$56.9M +$1.26M +81,739 +2%
Victory Capital Management
2
Victory Capital Management
Texas
$53.1M +$49M +3,188,584 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.8M +$1.62M +105,618 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$43.4M
BFA
5
BlackRock Fund Advisors
California
$41.5M +$23.6M +1,538,562 +162%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$40.4M -$943K -61,376 -2%
State Street
7
State Street
Massachusetts
$39.7M -$3.2M -208,254 -8%
Ameriprise
8
Ameriprise
Minnesota
$39.4M +$5.16M +335,730 +17%
Franklin Resources
9
Franklin Resources
California
$30.2M
American Century Companies
10
American Century Companies
Missouri
$25.1M +$1.72M +112,286 +8%
JP Morgan Chase
11
JP Morgan Chase
New York
$21.9M +$349K +22,734 +2%
LSV Asset Management
12
LSV Asset Management
Illinois
$21.8M +$169K +11,000 +0.8%
BIT
13
BlackRock Institutional Trust
California
$19.6M -$223K -14,498 -1%
Deutsche Bank
14
Deutsche Bank
Germany
$18.6M +$1.25M +81,502 +8%
SC
15
Seawolf Capital
New York
$16.5M +$3.15M +204,884 +26%
CC
16
Consector Capital
New York
$12.9M -$1.63M -106,045 -12%
GC
17
Guggenheim Capital
Illinois
$12.7M +$8.81M +573,798 +301%
Norges Bank
18
Norges Bank
Norway
$12.1M +$1.03M +67,159 +10%
JAM
19
Jacobs Asset Management
New York
$11.9M
EBIM
20
Eagle Boston Investment Management
Massachusetts
$10.7M -$11.3M -733,443 -53%
PCM
21
Penn Capital Management
Pennsylvania
$10.6M +$763K +49,670 +8%
PI
22
Putnam Investments
Massachusetts
$10.1M -$3.8M -247,280 -29%
RFC
23
Russell Frank Company
Washington
$9.71M +$2.16M +140,816 +32%
WCM Investment Management
24
WCM Investment Management
California
$9.69M +$206K +13,412 +2%
SCM
25
Snow Capital Management
Pennsylvania
$9.59M +$3.85M +250,500 +77%

OFG Hedge Fund Activity: Q4 2014 in Review

139 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q4 2014, worth a combined $804M — up 14% from $708M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OFG positions and 24 closed out — a net gain of 6 holders — while 48 added to existing stakes and 42 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $49M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $11.7M sold.

  • 139 institutional investors held OFG Bancorp (OFG) as of Q4 2014, up from 137 in Q3 2014.
  • Funds reported $804M of OFG Bancorp stock for Q4 2014, up 14% quarter-over-quarter.
  • 30 funds opened new OFG Bancorp positions in Q4 2014 and 24 closed out, a net change of +6 holders.
  • The largest OFG Bancorp buyer in Q4 2014 was Victory Capital Management, an estimated $49M added.
  • The largest OFG Bancorp seller in Q4 2014 was Eagle Asset Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2014.