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OFG Bancorp

151 hedge funds and large institutions have $529M invested in OFG Bancorp in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 152151 (-1)

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

2.85% less ownership

Funds ownership: 94.83%91.98% (-2.8%)

27% less call options, than puts

Call options by funds: $35K | Put options by funds: $48K

54% less capital invested

Capital invested by funds: $1.15B → $529M (-$619M)

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
22
Increased
50
Reduced
51
Closed
22
Calls
$35K
Puts
$48K
Net Calls
-$13K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$84.3M -$533K -29,750 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.7M -$2.46M -137,605 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$46.2M +$945K +52,796 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$30.3M -$525K -29,349 -1%
Ameriprise
5
Ameriprise
Minnesota
$28.8M -$1.21M -67,539 -3%
State Street
6
State Street
Massachusetts
$22.2M +$2.83M +158,128 +9%
SV
7
Stilwell Value
New York
$19.5M
LSV Asset Management
8
LSV Asset Management
Illinois
$15.3M -$1.68M -94,100 -6%
XSC
9
X-Square Capital
Puerto Rico
$14.2M +$1.88M +104,852 +9%
N
10
Nuveen
North Carolina
$11.6M -$3.24M -181,239 -15%
Northern Trust
11
Northern Trust
Illinois
$10.8M +$21.5K +1,202 +0.1%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$9.7M +$851K +47,541 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.96M +$992K +55,409 +7%
Charles Schwab
14
Charles Schwab
California
$8.67M +$841K +46,974 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.19M -$3.61M -201,750 -24%
MFS
16
Mirabella Financial Services
United Kingdom
$7.15M +$11.5M +639,700 New
PPA
17
Parametric Portfolio Associates
Washington
$7.12M +$2.95M +164,670 +35%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.78M -$693K -38,730 -6%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$5.85M -$5.92M -330,396 -39%
Prudential Financial
20
Prudential Financial
New Jersey
$5.77M +$476K +26,562 +5%
Renaissance Technologies
21
Renaissance Technologies
New York
$4.99M +$1.08M +60,570 +16%
Invesco
22
Invesco
Georgia
$4.93M -$571K -31,919 -7%
Wells Fargo
23
Wells Fargo
California
$4.44M +$144K +8,064 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.36M -$1.38M -76,930 -16%
Deutsche Bank
25
Deutsche Bank
Germany
$4.34M +$60.4K +3,371 +0.9%

OFG Hedge Fund Activity: Q1 2020 in Review

151 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q1 2020, worth a combined $529M — down 54% from $1.15B a quarter earlier.

Fund positioning in OFG was balanced in Q1 2020: 22 funds opened new positions, 22 closed out, 50 added to existing stakes and 51 trimmed.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $11.5M. The largest seller was APG Asset Management, cutting an estimated $9.4M.

  • 151 institutional investors held OFG Bancorp (OFG) as of Q1 2020, down from 152 in Q4 2019.
  • Funds reported $529M of OFG Bancorp stock for Q1 2020, down 54% quarter-over-quarter.
  • 22 funds opened new OFG Bancorp positions in Q1 2020 and 22 closed out, a net change of 0 holders.
  • The largest OFG Bancorp buyer in Q1 2020 was Mirabella Financial Services, an estimated $11.5M added.
  • The largest OFG Bancorp seller in Q1 2020 was APG Asset Management, an estimated $9.4M sold.

Based on aggregated 13F filings for Q1 2020.