We are live on ! Find out more
OFG icon

OFG Bancorp

146 hedge funds and large institutions have $556M invested in OFG Bancorp in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $396K | Put options by funds: $255K

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 142146 (+4)

4.19% less ownership

Funds ownership: 91.18%87% (-4.2%)

11% less capital invested

Capital invested by funds: $626M → $556M (-$69.7M)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
36
Reduced
51
Closed
11
Calls
$396K
Puts
$255K
Net Calls
+$141K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$93.2M -$849K -64,801 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$70.1M -$4.46M -339,938 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.3M -$597K -45,518 -1%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$49.3M +$13.6M +1,038,400 +36%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.8M +$7.08K +540 +0%
State Street
6
State Street
Massachusetts
$22.6M -$2.32M -176,764 -9%
SV
7
Stilwell Value
New York
$21.7M
XSC
8
X-Square Capital
Puerto Rico
$18.6M -$2.78M -211,731 -12%
LSV Asset Management
9
LSV Asset Management
Illinois
$15.3M -$767K -58,500 -5%
Northern Trust
10
Northern Trust
Illinois
$11.8M -$289K -22,037 -2%
Ameriprise
11
Ameriprise
Minnesota
$11.5M -$5.75M -438,534 -32%
N
12
Nuveen
North Carolina
$11.5M -$83.5K -6,368 -0.7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10.2M +$78.5K +5,986 +0.7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.54M -$82.8K -6,315 -1%
PPA
15
Parametric Portfolio Associates
Washington
$7.4M -$27K -2,060 -0.3%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$6.19M +$5.05M +385,026 +346%
Charles Schwab
17
Charles Schwab
California
$6.17M +$135K +10,308 +2%
Prudential Financial
18
Prudential Financial
New Jersey
$6.03M -$615K -46,947 -9%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$5.7M -$361K -27,516 -6%
Wells Fargo
20
Wells Fargo
California
$5.66M -$233K -17,766 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.49M -$488K -37,200 -8%
Deutsche Bank
22
Deutsche Bank
Germany
$4.61M +$32.2K +2,456 +0.7%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.58M -$213K -16,222 -4%
KCM
24
Kennedy Capital Management
Missouri
$4.41M -$106K -8,065 -2%
BCM
25
Bridgeway Capital Management
Texas
$3.91M

OFG Hedge Fund Activity: Q3 2020 in Review

146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q3 2020, worth a combined $556M — down 11% from $626M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OFG positions and 11 closed out — a net gain of 4 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $13.6M. The largest seller was Mirabella Financial Services, exiting entirely with an estimated $24.1M sold.

  • 146 institutional investors held OFG Bancorp (OFG) as of Q3 2020, up from 142 in Q2 2020.
  • Funds reported $556M of OFG Bancorp stock for Q3 2020, down 11% quarter-over-quarter.
  • 15 funds opened new OFG Bancorp positions in Q3 2020 and 11 closed out, a net change of +4 holders.
  • The largest OFG Bancorp buyer in Q3 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $13.6M added.
  • The largest OFG Bancorp seller in Q3 2020 was Mirabella Financial Services, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2020.