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ORC

Orchid Island Capital

40 hedge funds and large institutions have $25.1M invested in Orchid Island Capital in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

29% more funds holding

Funds holding: 3140 (+9)

20% more capital invested

Capital invested by funds: $20.9M → $25.1M (+$4.23M)

0.29% more ownership

Funds ownership: 1.97%2.26% (+0.29%)

Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
18
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.96M +$692K +10,273 +13%
BFA
2
BlackRock Fund Advisors
California
$3.05M +$842K +12,492 +37%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.49M +$1.91M +28,283 +304%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.47M -$1.12M -16,631 -43%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.39M +$711K +10,545 +101%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.05M +$675K +10,019 +169%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.02M -$1.47M -21,777 -58%
Goldman Sachs
8
Goldman Sachs
New York
$912K +$239K +3,546 +35%
Deutsche Bank
9
Deutsche Bank
Germany
$897K +$530K +7,860 +138%
Millennium Management
10
Millennium Management
New York
$754K +$767K +11,387 New
Northern Trust
11
Northern Trust
Illinois
$567K +$80.1K +1,189 +16%
Morgan Stanley
12
Morgan Stanley
New York
$532K +$138K +2,051 +34%
CS
13
Credit Suisse
Switzerland
$478K -$68.3K -1,013 -12%
BCM
14
BlueCrest Capital Management
Jersey
$448K +$456K +6,764 New
GCP
15
GSA Capital Partners
United Kingdom
$440K +$295K +4,380 +194%
FPCP
16
Fort Point Capital Partners
California
$331K +$337K +5,000 New
PAM
17
Panagora Asset Management
Massachusetts
$287K +$292K +4,330 New
SPC
18
Sigma Planning Corp
Michigan
$269K -$44.7K -663 -14%
LPL Financial
19
LPL Financial
California
$268K +$269K +3,993 New
IA
20
IndexIQ Advisors
New York
$238K +$23.6K +350 +11%
PP
21
PDT Partners
New York
$227K +$57.1K +848 +33%
CAM
22
ClariVest Asset Management
California
$220K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$217K +$221K +3,283 New
Allianz Asset Management
24
Allianz Asset Management
Germany
$186K +$189K +2,806 New
Citadel Advisors
25
Citadel Advisors
Florida
$185K -$147K -2,188 -44%

ORC Hedge Fund Activity: Q1 2015 in Review

40 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q1 2015, worth a combined $25.1M — up 20% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ORC positions and 4 closed out — a net gain of 9 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.91M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $1.48M sold.

  • 40 institutional investors held Orchid Island Capital (ORC) as of Q1 2015, up from 31 in Q4 2014.
  • Funds reported $25.1M of Orchid Island Capital stock for Q1 2015, up 20% quarter-over-quarter.
  • 13 funds opened new Orchid Island Capital positions in Q1 2015 and 4 closed out, a net change of +9 holders.
  • The largest Orchid Island Capital buyer in Q1 2015 was Susquehanna International Group, an estimated $1.91M added.
  • The largest Orchid Island Capital seller in Q1 2015 was Two Sigma Advisers, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2015.