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OFG Bancorp

165 hedge funds and large institutions have $612M invested in OFG Bancorp in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

37% more capital invested

Capital invested by funds: $445M → $612M (+$166M)

7% more funds holding

Funds holding: 154165 (+11)

2.09% more ownership

Funds ownership: 96.9%98.99% (+2.1%)

5% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $13.4M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 54

Holders
165
Holders Change
+11
Holders Change %
+7.14%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
50
Reduced
54
Closed
11
Calls
$14.1M
Puts
$13.4M
Net Calls
+$718K
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$86.7M +$4.81M +355,642 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.2M +$1.78M +131,850 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52M -$102K -7,557 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36M +$2.17M +160,685 +7%
State Street
5
State Street
Massachusetts
$24.5M -$1.91M -141,204 -7%
SV
6
Stilwell Value
New York
$22.7M
PPA
7
Parametric Portfolio Associates
Washington
$19.7M -$2.57M -189,821 -12%
JP Morgan Chase
8
JP Morgan Chase
New York
$19M -$625K -46,225 -3%
LSV Asset Management
9
LSV Asset Management
Illinois
$18.9M
Ameriprise
10
Ameriprise
Minnesota
$15.9M +$3.78M +279,805 +33%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$14.2M -$2.03M -150,155 -13%
XSC
12
X-Square Capital
Puerto Rico
$14.1M +$8.4M +621,231 +162%
SCM
13
Snow Capital Management
Pennsylvania
$14M -$3.33M -246,088 -20%
Northern Trust
14
Northern Trust
Illinois
$12.3M +$240K +17,710 +2%
Man Group
15
Man Group
United Kingdom
$12.2M -$1.41M -104,165 -11%
CC
16
Carlson Capital
Texas
$11.4M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.23M -$262K -19,352 -3%
Deutsche Bank
18
Deutsche Bank
Germany
$7.32M +$320K +23,666 +5%
Invesco
19
Invesco
Georgia
$6.69M +$3.22M +237,781 +100%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.77M +$578K +42,734 +12%
Wells Fargo
21
Wells Fargo
California
$5.58M +$2.42M +179,206 +82%
Charles Schwab
22
Charles Schwab
California
$5.37M -$5.41M -400,045 -51%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.81M +$77K +5,692 +2%
Prudential Financial
24
Prudential Financial
New Jersey
$4.65M +$444K +32,858 +11%
PCM
25
Polaris Capital Management
Massachusetts
$4.39M

OFG Hedge Fund Activity: Q2 2018 in Review

165 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q2 2018, worth a combined $612M — up 37% from $445M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OFG positions and 11 closed out — a net gain of 11 holders — while 50 added to existing stakes and 54 trimmed.

The largest buyer was X-Square Capital, adding an estimated $8.4M. The largest seller was Mangrove Partners, exiting entirely with an estimated $5.61M sold.

  • 165 institutional investors held OFG Bancorp (OFG) as of Q2 2018, up from 154 in Q1 2018.
  • Funds reported $612M of OFG Bancorp stock for Q2 2018, up 37% quarter-over-quarter.
  • 22 funds opened new OFG Bancorp positions in Q2 2018 and 11 closed out, a net change of +11 holders.
  • The largest OFG Bancorp buyer in Q2 2018 was X-Square Capital, an estimated $8.4M added.
  • The largest OFG Bancorp seller in Q2 2018 was Mangrove Partners, an estimated $5.61M sold.

Based on aggregated 13F filings for Q2 2018.