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ORC

Orchid Island Capital

31 hedge funds and large institutions have $20.9M invested in Orchid Island Capital in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

11% more funds holding

Funds holding: 2831 (+3)

7% more capital invested

Capital invested by funds: $19.6M → $20.9M (+$1.35M)

1.06% less ownership

Funds ownership: 3.03%1.97% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
7
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.21M -$105K -1,534 -2%
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$2.54M +$761K +11,075 +40%
Two Sigma Investments
3
Two Sigma Investments
New York
$2.43M +$2.56M +37,227 New
BFA
4
BlackRock Fund Advisors
California
$2.19M +$2.08M +30,196 +882%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.48M +$1.56M +22,720 New
AW
6
ACG Wealth
Georgia
$791K +$4.13K +60 +0.5%
Renaissance Technologies
7
Renaissance Technologies
New York
$680K -$2.23M -32,501 -76%
Goldman Sachs
8
Goldman Sachs
New York
$667K +$703K +10,224 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$606K +$184K +2,674 +40%
CS
10
Credit Suisse
Switzerland
$538K +$567K +8,243 New
Northern Trust
11
Northern Trust
Illinois
$481K +$77.2K +1,123 +18%
Morgan Stanley
12
Morgan Stanley
New York
$391K +$214K +3,108 +108%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$386K
Deutsche Bank
14
Deutsche Bank
Germany
$371K -$662K -9,632 -63%
Citadel Advisors
15
Citadel Advisors
Florida
$325K +$342K +4,976 New
SPC
16
Sigma Planning Corp
Michigan
$309K +$325K +4,730 New
VKH
17
Virtu KCG Holdings
New York
$222K -$174K -2,534 -43%
CAM
18
ClariVest Asset Management
California
$216K
IA
19
IndexIQ Advisors
New York
$212K +$224K +3,252 New
PP
20
PDT Partners
New York
$169K -$257K -3,732 -59%
EGM
21
Engineers Gate Manager
New York
$152K +$160K +2,330 New
GCP
22
GSA Capital Partners
United Kingdom
$147K +$155K +2,260 New
EVC
23
Eidelman Virant Capital
Missouri
$131K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$121K -$54.4K -792 -30%
Invesco
25
Invesco
Georgia
$72K -$19.5K -284 -21%

ORC Hedge Fund Activity: Q4 2014 in Review

31 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q4 2014, worth a combined $20.9M — up 6.9% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ORC positions and 8 closed out — a net gain of 4 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.56M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $3.05M sold.

  • 31 institutional investors held Orchid Island Capital (ORC) as of Q4 2014, up from 28 in Q3 2014.
  • Funds reported $20.9M of Orchid Island Capital stock for Q4 2014, up 6.9% quarter-over-quarter.
  • 12 funds opened new Orchid Island Capital positions in Q4 2014 and 8 closed out, a net change of +4 holders.
  • The largest Orchid Island Capital buyer in Q4 2014 was Two Sigma Investments, an estimated $2.56M added.
  • The largest Orchid Island Capital seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2014.