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OFG Bancorp

142 hedge funds and large institutions have $626M invested in OFG Bancorp in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $204K | Put options by funds: $154K

18% more capital invested

Capital invested by funds: $529M → $626M (+$97.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.8% less ownership

Funds ownership: 91.98%91.18% (-0.8%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

6% less funds holding

Funds holding: 151142 (-9)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
142
Holders Change
-9
Holders Change %
-5.96%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
46
Reduced
51
Closed
20
Calls
$204K
Puts
$154K
Net Calls
+$50K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$101M +$21.6K +1,789 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$79.8M -$2.12M -175,601 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55.7M +$361K +29,919 +0.7%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$39.1M +$34.7M +2,878,000 +6,532%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$32M -$3.83M -317,714 -12%
State Street
6
State Street
Massachusetts
$26.6M +$23.6K +1,959 +0.1%
MFS
7
Mirabella Financial Services
United Kingdom
$24.1M +$14M +1,159,100 +181%
SV
8
Stilwell Value
New York
$23.3M
XSC
9
X-Square Capital
Puerto Rico
$22.8M +$5.24M +434,440 +34%
Ameriprise
10
Ameriprise
Minnesota
$18.3M -$14.6M -1,210,734 -47%
LSV Asset Management
11
LSV Asset Management
Illinois
$17.2M -$932K -77,300 -6%
Northern Trust
12
Northern Trust
Illinois
$13M +$42.5K +3,523 +0.4%
N
13
Nuveen
North Carolina
$12.4M -$1.26M -104,231 -10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$10.8M +$117K +9,687 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.18M +$67.9K +5,633 +0.9%
PPA
16
Parametric Portfolio Associates
Washington
$7.97M -$498K -41,318 -6%
Prudential Financial
17
Prudential Financial
New Jersey
$7.09M +$172K +14,278 +3%
Charles Schwab
18
Charles Schwab
California
$6.49M -$3.5M -290,159 -37%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$6.49M +$1.99M +164,786 +51%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.39M -$1.99M -165,000 -26%
Wells Fargo
21
Wells Fargo
California
$6.31M +$906K +75,148 +19%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.13M -$73.5K -6,096 -2%
Deutsche Bank
23
Deutsche Bank
Germany
$4.91M -$248K -20,582 -5%
KCM
24
Kennedy Capital Management
Missouri
$4.84M +$49.8K +4,134 +1%
AL
25
AJO LP
Pennsylvania
$4.57M -$379K -31,408 -8%

OFG Hedge Fund Activity: Q2 2020 in Review

142 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q2 2020, worth a combined $626M — up 18% from $529M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of OFG and 13 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 46 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $34.7M. The largest seller was Ameriprise, cutting an estimated $14.6M.

  • 142 institutional investors held OFG Bancorp (OFG) as of Q2 2020, down from 151 in Q1 2020.
  • Funds reported $626M of OFG Bancorp stock for Q2 2020, up 18% quarter-over-quarter.
  • 13 funds opened new OFG Bancorp positions in Q2 2020 and 20 closed out, a net change of -7 holders.
  • The largest OFG Bancorp buyer in Q2 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $34.7M added.
  • The largest OFG Bancorp seller in Q2 2020 was Ameriprise, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2020.