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ORC

Orchid Island Capital

28 hedge funds and large institutions have $19.6M invested in Orchid Island Capital in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

22% more funds holding

Funds holding: 2328 (+5)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

0.42% less ownership

Funds ownership: 3.45%3.03% (-0.42%)

4% less capital invested

Capital invested by funds: $20.5M → $19.6M (-$911K)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.39M +$3.71M +53,850 +196%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.05M +$3.17M +46,033 New
Renaissance Technologies
3
Renaissance Technologies
New York
$2.85M -$2.41M -34,950 -45%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.84M -$994K -14,415 -34%
Deutsche Bank
5
Deutsche Bank
Germany
$1.02M -$3.69M -53,553 -78%
AW
6
ACG Wealth
Georgia
$800K -$624K -9,043 -43%
FPCP
7
Fort Point Capital Partners
California
$675K +$702K +10,180 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$439K
PP
9
PDT Partners
New York
$419K -$1.13M -16,404 -72%
Jane Street
10
Jane Street
New York
$416K +$433K +6,273 New
Northern Trust
11
Northern Trust
Illinois
$415K +$6.62K +96 +2%
VKH
12
Virtu KCG Holdings
New York
$394K +$409K +5,933 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$392K +$136K +1,969 +50%
BFA
14
BlackRock Fund Advisors
California
$227K -$17.1K -248 -7%
CAM
15
ClariVest Asset Management
California
$220K +$62.6K +907 +38%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$199K -$19.4K -281 -9%
Morgan Stanley
17
Morgan Stanley
New York
$191K +$55K +798 +38%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$175K -$476K -6,903 -72%
EVC
19
Eidelman Virant Capital
Missouri
$133K
Invesco
20
Invesco
Georgia
$92K +$95.5K +1,385 New
MWP
21
MYCIO Wealth Partners
Pennsylvania
$66K +$69K +1,000 New
OCM
22
One Capital Management
California
$49K +$51.4K +745 New
TRCT
23
Tower Research Capital (TRC)
New York
$35K +$34.6K +501 +1,566%
U
24
UBS
Switzerland
$33K +$34.2K +496 New
BIM
25
BlackRock Investment Management
Delaware
$22K +$3.86K +56 +20%

ORC Hedge Fund Activity: Q3 2014 in Review

28 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q3 2014, worth a combined $19.6M — down 4.5% from $20.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ORC positions and 5 closed out — a net gain of 5 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.71M. The largest seller was Deutsche Bank, cutting an estimated $3.69M.

  • 28 institutional investors held Orchid Island Capital (ORC) as of Q3 2014, up from 23 in Q2 2014.
  • Funds reported $19.6M of Orchid Island Capital stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 10 funds opened new Orchid Island Capital positions in Q3 2014 and 5 closed out, a net change of +5 holders.
  • The largest Orchid Island Capital buyer in Q3 2014 was Vanguard Group, an estimated $3.71M added.
  • The largest Orchid Island Capital seller in Q3 2014 was Deutsche Bank, an estimated $3.69M sold.

Based on aggregated 13F filings for Q3 2014.