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OFG Bancorp

149 hedge funds and large institutions have $798M invested in OFG Bancorp in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

532% more call options, than puts

Call options by funds: $4.86M | Put options by funds: $769K

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

7% more funds holding

Funds holding: 139149 (+10)

1.49% more ownership

Funds ownership: 108.13%109.61% (+1.5%)

1% less capital invested

Capital invested by funds: $804M → $798M (-$5.35M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
58
Reduced
47
Closed
12
Calls
$4.86M
Puts
$769K
Net Calls
+$4.09M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$55.7M -$84.6K -5,070 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$54.3M +$7.61M +455,715 +16%
Victory Capital Management
3
Victory Capital Management
Texas
$54.1M +$2.14M +128,490 +4%
BFA
4
BlackRock Fund Advisors
California
$42.3M +$1.74M +104,437 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$42.1M -$369K -22,100 -0.8%
Ameriprise
6
Ameriprise
Minnesota
$38.1M -$617K -36,963 -2%
State Street
7
State Street
Massachusetts
$37.9M -$1.09M -65,177 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$33M -$6.73M -403,249 -17%
Franklin Resources
9
Franklin Resources
California
$29.6M
American Century Companies
10
American Century Companies
Missouri
$22.6M -$2M -119,850 -8%
JP Morgan Chase
11
JP Morgan Chase
New York
$22.1M +$695K +41,650 +3%
LSV Asset Management
12
LSV Asset Management
Illinois
$21.3M -$91.8K -5,500 -0.4%
BIT
13
BlackRock Institutional Trust
California
$19.8M +$616K +36,904 +3%
Deutsche Bank
14
Deutsche Bank
Germany
$18.2M -$13.4K -803 -0.1%
SC
15
Seawolf Capital
New York
$14.5M -$1.72M -103,300 -10%
GC
16
Guggenheim Capital
Illinois
$14.3M +$1.89M +113,046 +15%
Invesco
17
Invesco
Georgia
$13.1M +$11.2M +668,038 +499%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.2M +$4.65M +278,493 +60%
Norges Bank
19
Norges Bank
Norway
$11.9M
SCC
20
Second Curve Capital
Pennsylvania
$11.8M +$3.9M +233,400 +48%
SCM
21
Snow Capital Management
Pennsylvania
$10.9M +$1.54M +92,000 +16%
PCM
22
Penn Capital Management
Pennsylvania
$10.7M +$281K +16,856 +3%
JAM
23
Jacobs Asset Management
New York
$10.1M -$1.67M -100,000 -14%
RFC
24
Russell Frank Company
Washington
$9.87M +$308K +18,457 +3%
PI
25
Putnam Investments
Massachusetts
$9.69M -$164K -9,818 -2%

OFG Hedge Fund Activity: Q1 2015 in Review

149 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q1 2015, worth a combined $798M — down 0.67% from $804M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OFG positions and 12 closed out — a net gain of 11 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Invesco, adding an estimated $11.2M. The largest seller was Wellington Management Group, cutting an estimated $6.73M.

  • 149 institutional investors held OFG Bancorp (OFG) as of Q1 2015, up from 139 in Q4 2014.
  • Funds reported $798M of OFG Bancorp stock for Q1 2015, down 0.67% quarter-over-quarter.
  • 23 funds opened new OFG Bancorp positions in Q1 2015 and 12 closed out, a net change of +11 holders.
  • The largest OFG Bancorp buyer in Q1 2015 was Invesco, an estimated $11.2M added.
  • The largest OFG Bancorp seller in Q1 2015 was Wellington Management Group, an estimated $6.73M sold.

Based on aggregated 13F filings for Q1 2015.