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OFG Bancorp

147 hedge funds and large institutions have $426M invested in OFG Bancorp in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.06% less ownership

Funds ownership: 99.03%96.97% (-2.1%)

5% less funds holding

Funds holding: 155147 (-8)

17% less capital invested

Capital invested by funds: $512M → $426M (-$85.9M)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

55% less call options, than puts

Call options by funds: $555K | Put options by funds: $1.24M

Holders
147
Holders Change
-8
Holders Change %
-5.16%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
60
Reduced
52
Closed
16
Calls
$555K
Puts
$1.24M
Net Calls
-$688K
Net Calls Change
+$639K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$55.2M -$3.69M -351,476 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.6M +$2.86M +271,986 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.1M -$142K -13,497 -0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$22.6M -$3.11M -295,927 -12%
State Street
5
State Street
Massachusetts
$17.4M -$105K -9,997 -0.6%
NI
6
Numeric Investors
Massachusetts
$16.2M +$469K +44,700 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$14.5M -$114K -10,862 -0.7%
SV
8
Stilwell Value
New York
$13.3M +$808K +76,963 +6%
LSV Asset Management
9
LSV Asset Management
Illinois
$13.2M +$35.7K +3,400 +0.3%
SCM
10
Snow Capital Management
Pennsylvania
$11.8M -$274K -26,060 -2%
PPA
11
Parametric Portfolio Associates
Washington
$10.6M +$348K +33,139 +3%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$9.58M +$1.02M +96,946 +11%
TCM
13
Tegean Capital Management
New York
$9.53M +$5.28M +503,000 +112%
Northern Trust
14
Northern Trust
Illinois
$8.66M +$134K +12,756 +1%
Charles Schwab
15
Charles Schwab
California
$8.07M +$395K +37,651 +5%
Deutsche Bank
16
Deutsche Bank
Germany
$7.91M -$2.65M -252,801 -24%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.82M -$557K -53,044 -7%
American Century Companies
18
American Century Companies
Missouri
$5.57M +$816K +77,709 +16%
Goldman Sachs
19
Goldman Sachs
New York
$5.26M -$389K -37,082 -7%
AQR Capital Management
20
AQR Capital Management
Connecticut
$4.94M -$466K -44,360 -8%
SCM
21
Schneider Capital Management
Pennsylvania
$4.54M +$1.86M +176,958 +64%
AL
22
AJO LP
Pennsylvania
$4.21M -$2.22M -211,490 -33%
Ameriprise
23
Ameriprise
Minnesota
$4.2M -$3.01M -286,259 -41%
CCMH
24
Cornerstone Capital Management Holdings
New York
$3.69M -$1.27M -120,500 -25%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.62M +$202K +19,201 +6%

OFG Hedge Fund Activity: Q2 2017 in Review

147 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q2 2017, worth a combined $426M — down 17% from $512M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OFG and 8 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 60 added.

The largest buyer was Tegean Capital Management, adding an estimated $5.28M. The largest seller was BlackRock, cutting an estimated $3.69M.

  • 147 institutional investors held OFG Bancorp (OFG) as of Q2 2017, down from 155 in Q1 2017.
  • Funds reported $426M of OFG Bancorp stock for Q2 2017, down 17% quarter-over-quarter.
  • 8 funds opened new OFG Bancorp positions in Q2 2017 and 16 closed out, a net change of -8 holders.
  • The largest OFG Bancorp buyer in Q2 2017 was Tegean Capital Management, an estimated $5.28M added.
  • The largest OFG Bancorp seller in Q2 2017 was BlackRock, an estimated $3.69M sold.

Based on aggregated 13F filings for Q2 2017.