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OFG Bancorp

172 hedge funds and large institutions have $731M invested in OFG Bancorp in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

37% more call options, than puts

Call options by funds: $14M | Put options by funds: $10.2M

37% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 49

20% more capital invested

Capital invested by funds: $612M → $731M (+$120M)

4% more funds holding

Funds holding: 165172 (+7)

3.95% more ownership

Funds ownership: 98.99%102.94% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
67
Reduced
49
Closed
14
Calls
$14M
Puts
$10.2M
Net Calls
+$3.79M
Net Calls Change
+$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$102M +$2.07M +127,739 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75M +$2.28M +141,056 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60M +$215K +13,272 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.3M -$19.4K -1,200 -0%
State Street
5
State Street
Massachusetts
$30.9M +$2.73M +168,694 +10%
Ameriprise
6
Ameriprise
Minnesota
$29.8M +$11.5M +709,178 +63%
SV
7
Stilwell Value
New York
$26.1M
LSV Asset Management
8
LSV Asset Management
Illinois
$25.5M +$3.86M +238,400 +18%
XSC
9
X-Square Capital
Puerto Rico
$23M +$6.74M +416,275 +41%
PPA
10
Parametric Portfolio Associates
Washington
$18.9M -$3.72M -230,000 -16%
JP Morgan Chase
11
JP Morgan Chase
New York
$17M -$4.82M -297,632 -22%
TA
12
Teachers Advisors
New York
$16.4M +$12.4M +765,579 +303%
Northern Trust
13
Northern Trust
Illinois
$13.9M -$225K -13,889 -2%
Man Group
14
Man Group
United Kingdom
$10.2M -$3.88M -239,487 -28%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.98M +$527K +32,548 +6%
Invesco
16
Invesco
Georgia
$9.73M +$2.05M +126,581 +27%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$9.53M -$6.75M -416,716 -41%
SCM
18
Snow Capital Management
Pennsylvania
$9.18M -$6.92M -427,189 -43%
Deutsche Bank
19
Deutsche Bank
Germany
$7.69M -$725K -44,772 -9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$7.62M +$988K +61,004 +15%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$7.3M +$2.4M +148,488 +49%
BA
22
Boston Advisors
Massachusetts
$6.47M +$6.48M +400,419 New
Barrow, Hanley, Mewhinney & Strauss
23
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.46M +$1.93M +119,043 +42%
Wells Fargo
24
Wells Fargo
California
$6.44M +$23.9K +1,477 +0.4%
Morgan Stanley
25
Morgan Stanley
New York
$6.16M +$3.67M +226,636 +146%

OFG Hedge Fund Activity: Q3 2018 in Review

172 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q3 2018, worth a combined $731M — up 20% from $612M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OFG positions and 14 closed out — a net gain of 8 holders — while 67 added to existing stakes and 49 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $12.4M. The largest seller was Carlson Capital, exiting entirely with an estimated $11.4M sold.

  • 172 institutional investors held OFG Bancorp (OFG) as of Q3 2018, up from 165 in Q2 2018.
  • Funds reported $731M of OFG Bancorp stock for Q3 2018, up 20% quarter-over-quarter.
  • 22 funds opened new OFG Bancorp positions in Q3 2018 and 14 closed out, a net change of +8 holders.
  • The largest OFG Bancorp buyer in Q3 2018 was Teachers Advisors, an estimated $12.4M added.
  • The largest OFG Bancorp seller in Q3 2018 was Carlson Capital, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2018.