Ormat Technologies
92 hedge funds and large institutions have $285M invested in Ormat Technologies in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 15 closing their positions.
261% more call options, than puts
Call options by funds: $278K | Put options by funds: $77K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
12% more capital invested
Capital invested by funds: $255M → $285M (+$29.5M)
1.97% more ownership
Funds ownership: 20.98% → 22.95% (+2%)
6% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 34
6% less funds holding
Funds holding: 98 → 92 (-6)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.46M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$939K |
| 3 |
Bank of New York Mellon
New York
|
+$725K |
| 4 |
Goldman Sachs
New York
|
+$627K |
| 5 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.3M |
| 2 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
-$1.21M |
| 3 |
Neuberger Berman Group
New York
|
-$1.04M |
| 4 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
-$986K |
| 5 |
TMC
Trellus Management Company
Delray Beach,
Florida
|
-$982K |
ORA Hedge Fund Activity: Q4 2013 in Review
92 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Ormat Technologies (ORA) for Q4 2013, worth a combined $285M — up 12% from $255M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of ORA and 9 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 32 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $1.46M. The largest seller was Fidelity Investments, cutting an estimated $11.3M.
- 92 institutional investors held Ormat Technologies (ORA) as of Q4 2013, down from 98 in Q3 2013.
- Funds reported $285M of Ormat Technologies stock for Q4 2013, up 12% quarter-over-quarter.
- 9 funds opened new Ormat Technologies positions in Q4 2013 and 15 closed out, a net change of -6 holders.
- The largest Ormat Technologies buyer in Q4 2013 was Dimensional Fund Advisors, an estimated $1.46M added.
- The largest Ormat Technologies seller in Q4 2013 was Fidelity Investments, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2013.