We are live on ! Find out more
OFG icon

OFG Bancorp

156 hedge funds and large institutions have $401M invested in OFG Bancorp in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

18% more call options, than puts

Call options by funds: $2.71M | Put options by funds: $2.29M

5% more funds holding

Funds holding: 149156 (+7)

4% more capital invested

Capital invested by funds: $388M → $401M (+$13.7M)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

0.77% more ownership

Funds ownership: 96.45%97.22% (+0.77%)

Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
55
Reduced
54
Closed
16
Calls
$2.71M
Puts
$2.29M
Net Calls
+$421K
Net Calls Change
+$5.69M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$54.2M +$858K +95,632 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.2M -$620K -69,030 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.7M +$616K +68,652 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$21.3M +$97.2K +10,830 +0.5%
State Street
5
State Street
Massachusetts
$17.2M +$2.95M +328,450 +22%
SV
6
Stilwell Value
New York
$15.2M +$1.21M +135,343 +9%
JP Morgan Chase
7
JP Morgan Chase
New York
$13.4M +$250K +27,836 +2%
PPA
8
Parametric Portfolio Associates
Washington
$13.2M +$3.38M +376,962 +37%
LSV Asset Management
9
LSV Asset Management
Illinois
$12.6M +$162K +18,100 +1%
SCM
10
Snow Capital Management
Pennsylvania
$11M +$204K +22,743 +2%
NI
11
Numeric Investors
Massachusetts
$10.8M -$4.24M -472,840 -29%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$8.62M -$103K -11,470 -1%
CC
13
Carlson Capital
Texas
$8.52M +$2.08M +231,741 +34%
Northern Trust
14
Northern Trust
Illinois
$8.16M -$16K -1,787 -0.2%
Charles Schwab
15
Charles Schwab
California
$7.84M +$601K +66,920 +9%
TCM
16
Tegean Capital Management
New York
$7.65M -$2.15M -239,349 -23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6M -$264K -29,392 -4%
Deutsche Bank
18
Deutsche Bank
Germany
$4.93M -$1.71M -190,022 -27%
XSC
19
X-Square Capital
Puerto Rico
$4.89M +$4.67M +520,591 New
Ameriprise
20
Ameriprise
Minnesota
$3.98M -$95.5K -10,644 -2%
Goldman Sachs
21
Goldman Sachs
New York
$3.77M -$1.15M -127,943 -24%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.38M -$231K -25,730 -7%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.09M -$23K -2,563 -0.8%
American Century Companies
24
American Century Companies
Missouri
$3.03M -$1.08M -120,108 -27%
Prudential Financial
25
Prudential Financial
New Jersey
$2.9M -$332K -36,990 -11%

OFG Hedge Fund Activity: Q4 2017 in Review

156 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q4 2017, worth a combined $401M — up 3.5% from $388M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OFG positions and 16 closed out — a net gain of 7 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.38M. The largest seller was Numeric Investors, cutting an estimated $4.24M.

  • 156 institutional investors held OFG Bancorp (OFG) as of Q4 2017, up from 149 in Q3 2017.
  • Funds reported $401M of OFG Bancorp stock for Q4 2017, up 3.5% quarter-over-quarter.
  • 23 funds opened new OFG Bancorp positions in Q4 2017 and 16 closed out, a net change of +7 holders.
  • The largest OFG Bancorp buyer in Q4 2017 was Parametric Portfolio Associates, an estimated $3.38M added.
  • The largest OFG Bancorp seller in Q4 2017 was Numeric Investors, an estimated $4.24M sold.

Based on aggregated 13F filings for Q4 2017.