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OFG Bancorp

149 hedge funds and large institutions have $1.04B invested in OFG Bancorp in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

4% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 50

0.6% more ownership

Funds ownership: 90.74%91.34% (+0.6%)

0% more funds holding

Funds holding: 149149 (0)

1% less capital invested

Capital invested by funds: $1.06B → $1.04B (-$14.9M)

20% less call options, than puts

Call options by funds: $532K | Put options by funds: $663K

Holders
149
Holders Change
Holders Change %
0%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
52
Reduced
50
Closed
11
Calls
$532K
Puts
$663K
Net Calls
-$131K
Net Calls Change
-$520K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$169M +$489K +20,586 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M +$4.29M +180,627 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$86.4M -$2.34M -98,345 -2%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$69.6M -$5.44M -229,031 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$62.2M +$2.01M +84,699 +3%
State Street
6
State Street
Massachusetts
$52.9M +$7.74M +325,805 +16%
SV
7
Stilwell Value
New York
$38.5M
AG
8
Arctis Global
Puerto Rico
$37.5M -$5.28M -222,288 -12%
LSV Asset Management
9
LSV Asset Management
Illinois
$24.1M -$131K -5,500 -0.5%
N
10
Nuveen
North Carolina
$21.9M +$206K +8,687 +0.9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$21.6M +$14.1M +591,840 +154%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$21.4M +$966K +40,647 +4%
Ameriprise
13
Ameriprise
Minnesota
$19.4M -$1.96M -82,354 -9%
Northern Trust
14
Northern Trust
Illinois
$16.4M -$270K -11,381 -2%
PPA
15
Parametric Portfolio Associates
Washington
$13.1M +$452K +19,034 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.1M -$910K -38,291 -7%
JP Morgan Chase
17
JP Morgan Chase
New York
$12M +$4.19M +176,298 +48%
XSC
18
X-Square Capital
Puerto Rico
$11.8M -$20.2M -851,569 -62%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$11.6M +$591K +24,892 +5%
Charles Schwab
20
Charles Schwab
California
$11.5M -$15.6K -656 -0.1%
MPAM
21
Monarch Partners Asset Management
Massachusetts
$10.5M +$8.2M +344,936 +262%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$9.36M +$678K +28,521 +7%
Wells Fargo
23
Wells Fargo
California
$9.31M +$1.05M +44,375 +12%
Invesco
24
Invesco
Georgia
$8.77M +$1.19M +50,284 +15%
EC
25
EJF Capital
Virginia
$8.74M +$4.11M +173,195 +78%

OFG Hedge Fund Activity: Q2 2021 in Review

149 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q2 2021, worth a combined $1.04B — down 1.4% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OFG positions and 11 closed out — a net gain of 1 holder — while 52 added to existing stakes and 50 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $14.1M. The largest seller was X-Square Capital, cutting an estimated $20.2M.

  • 149 institutional investors held OFG Bancorp (OFG) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.04B of OFG Bancorp stock for Q2 2021, down 1.4% quarter-over-quarter.
  • 12 funds opened new OFG Bancorp positions in Q2 2021 and 11 closed out, a net change of +1 holder.
  • The largest OFG Bancorp buyer in Q2 2021 was Wellington Management Group, an estimated $14.1M added.
  • The largest OFG Bancorp seller in Q2 2021 was X-Square Capital, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2021.