We are live on ! Find out more
OFG icon

OFG Bancorp

151 hedge funds and large institutions have $527M invested in OFG Bancorp in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

2.14% more ownership

Funds ownership: 109.61%111.75% (+2.1%)

1% more funds holding

Funds holding: 149151 (+2)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

34% less capital invested

Capital invested by funds: $798M → $527M (-$271M)

69% less call options, than puts

Call options by funds: $4M | Put options by funds: $13.1M

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
64
Reduced
46
Closed
21
Calls
$4M
Puts
$13.1M
Net Calls
-$9.09M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$37.8M +$1.89M +132,109 +4%
State Street
2
State Street
Massachusetts
$35.4M +$14.3M +997,866 +43%
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.7M -$1.08M -75,490 -2%
Victory Capital Management
4
Victory Capital Management
Texas
$32.4M -$4M -278,976 -8%
BFA
5
BlackRock Fund Advisors
California
$28.2M +$730K +50,915 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$27.6M
Ameriprise
7
Ameriprise
Minnesota
$26.7M +$2.39M +166,315 +7%
Franklin Resources
8
Franklin Resources
California
$18.6M -$968K -67,500 -4%
Deutsche Bank
9
Deutsche Bank
Germany
$15.2M +$4.49M +312,995 +28%
SCM
10
Snow Capital Management
Pennsylvania
$15M +$10.5M +735,171 +110%
LSV Asset Management
11
LSV Asset Management
Illinois
$14.6M +$967K +67,400 +5%
Invesco
12
Invesco
Georgia
$14.3M +$7.71M +537,972 +67%
JP Morgan Chase
13
JP Morgan Chase
New York
$12.7M -$2.3M -160,732 -12%
BIT
14
BlackRock Institutional Trust
California
$12.1M -$1.15M -80,236 -7%
SC
15
Seawolf Capital
New York
$11.8M +$3.09M +215,265 +24%
RFC
16
Russell Frank Company
Washington
$10.9M +$5.92M +412,945 +68%
GC
17
Guggenheim Capital
Illinois
$9.94M +$778K +54,235 +6%
SCC
18
Second Curve Capital
Pennsylvania
$8.16M +$574K +40,000 +6%
American Century Companies
19
American Century Companies
Missouri
$7.79M -$9.41M -656,206 -47%
Norges Bank
20
Norges Bank
Norway
$7.77M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.75M -$264K -18,400 -2%
PCM
22
Penn Capital Management
Pennsylvania
$6.82M -$207K -14,444 -2%
JAM
23
Jacobs Asset Management
New York
$6.54M -$48.8K -3,400 -0.6%
PG
24
PEAK6 Group
Illinois
$6.17M +$8.29M +578,112 New
Northern Trust
25
Northern Trust
Illinois
$6.01M -$245K -17,086 -3%

OFG Hedge Fund Activity: Q2 2015 in Review

151 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q2 2015, worth a combined $527M — down 34% from $798M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OFG positions and 21 closed out — a net gain of 2 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was State Street, adding an estimated $14.3M. The largest seller was Wellington Management Group, cutting an estimated $23M.

  • 151 institutional investors held OFG Bancorp (OFG) as of Q2 2015, up from 149 in Q1 2015.
  • Funds reported $527M of OFG Bancorp stock for Q2 2015, down 34% quarter-over-quarter.
  • 23 funds opened new OFG Bancorp positions in Q2 2015 and 21 closed out, a net change of +2 holders.
  • The largest OFG Bancorp buyer in Q2 2015 was State Street, an estimated $14.3M added.
  • The largest OFG Bancorp seller in Q2 2015 was Wellington Management Group, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2015.