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OFG Bancorp

159 hedge funds and large institutions have $563M invested in OFG Bancorp in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

133% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $2.55M

34% more capital invested

Capital invested by funds: $418M → $563M (+$144M)

20% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 45

13% more funds holding

Funds holding: 141159 (+18)

2.86% more ownership

Funds ownership: 94.91%97.77% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
159
Holders Change
+18
Holders Change %
+12.77%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
54
Reduced
45
Closed
11
Calls
$5.93M
Puts
$2.55M
Net Calls
+$3.38M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.8M +$5.9M +490,857 +13%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$48.9M -$32.6K -2,713 -0.1%
BFA
3
BlackRock Fund Advisors
California
$48.4M +$5.71M +475,576 +15%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$33.4M
JP Morgan Chase
5
JP Morgan Chase
New York
$22.2M -$1.56M -129,883 -7%
State Street
6
State Street
Massachusetts
$17.4M +$609K +50,667 +4%
SV
7
Stilwell Value
New York
$16.4M +$3.03M +252,001 +25%
SCM
8
Snow Capital Management
Pennsylvania
$16.3M -$947K -78,821 -6%
NI
9
Numeric Investors
Massachusetts
$16M +$14.2M +1,184,874 +3,237%
BIT
10
BlackRock Institutional Trust
California
$15.9M +$1.3M +108,304 +10%
LSV Asset Management
11
LSV Asset Management
Illinois
$15.4M -$190K -15,800 -1%
Deutsche Bank
12
Deutsche Bank
Germany
$14.4M -$1.48M -122,910 -10%
PPA
13
Parametric Portfolio Associates
Washington
$13.1M -$2.81M -234,019 -19%
Northern Trust
14
Northern Trust
Illinois
$10.9M +$77K +6,407 +0.8%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$10.5M +$9.52M +791,886 New
Charles Schwab
16
Charles Schwab
California
$9.74M -$541K -44,994 -6%
SCM
17
Schneider Capital Management
Pennsylvania
$9.59M -$1.57M -130,338 -15%
BA
18
BlackRock Advisors
Delaware
$9.27M -$600K -49,955 -7%
Ameriprise
19
Ameriprise
Minnesota
$9.08M -$209K -17,405 -2%
Goldman Sachs
20
Goldman Sachs
New York
$8.97M +$1.8M +149,606 +28%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$8.61M +$2.26M +188,038 +40%
AL
22
AJO LP
Pennsylvania
$8.5M +$7.8M +649,013 New
CCMH
23
Cornerstone Capital Management Holdings
New York
$6.84M +$578K +48,100 +10%
AQR Capital Management
24
AQR Capital Management
Connecticut
$5.86M +$2.5M +208,389 +87%
TCM
25
Tegean Capital Management
New York
$5.24M +$601K +50,000 +14%

OFG Hedge Fund Activity: Q4 2016 in Review

159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q4 2016, worth a combined $563M — up 34% from $418M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OFG positions and 11 closed out — a net gain of 20 holders — while 54 added to existing stakes and 45 trimmed.

The largest buyer was Numeric Investors, adding an estimated $14.2M. The largest seller was Wellington Management Group, cutting an estimated $24.7M.

  • 159 institutional investors held OFG Bancorp (OFG) as of Q4 2016, up from 141 in Q3 2016.
  • Funds reported $563M of OFG Bancorp stock for Q4 2016, up 34% quarter-over-quarter.
  • 31 funds opened new OFG Bancorp positions in Q4 2016 and 11 closed out, a net change of +20 holders.
  • The largest OFG Bancorp buyer in Q4 2016 was Numeric Investors, an estimated $14.2M added.
  • The largest OFG Bancorp seller in Q4 2016 was Wellington Management Group, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2016.