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ORC

Orchid Island Capital

51 hedge funds and large institutions have $41.8M invested in Orchid Island Capital in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

0.75% less ownership

Funds ownership: 4.9%4.15% (-0.75%)

11% less funds holding

Funds holding: 5751 (-6)

30% less capital invested

Capital invested by funds: $59.5M → $41.8M (-$17.7M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
51
Holders Change
-6
Holders Change %
-10.53%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
27
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$9.44M +$3.36M +73,331 +56%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.7M +$1.13M +24,731 +25%
WAM
3
Wolverine Asset Management
Illinois
$5.46M +$2.91M +63,534 +117%
BIT
4
BlackRock Institutional Trust
California
$4.7M +$2.24M +48,974 +93%
Northern Trust
5
Northern Trust
Illinois
$2.17M +$1.59M +34,681 +282%
State Street
6
State Street
Massachusetts
$2.17M +$768K +16,746 +56%
PRCM
7
Pine River Capital Management
Minnesota
$1.51M +$1.49M +32,553 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.18M +$310K +6,765 +36%
BIM
9
BlackRock Investment Management
Delaware
$803K +$167K +3,649 +27%
CS
10
Credit Suisse
Switzerland
$731K +$448K +9,772 +162%
Citigroup
11
Citigroup
New York
$700K +$691K +15,087 +31,431%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$663K +$320K +6,984 +95%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$650K -$111K -2,420 -15%
TCIM
14
TIAA CREF Investment Management
New York
$626K +$505K +11,029 +441%
California State Teachers Retirement System (CalSTRS)
15
California State Teachers Retirement System (CalSTRS)
California
$387K +$76.1K +1,660 +25%
Charles Schwab
16
Charles Schwab
California
$342K +$138K +3,020 +69%
BIG
17
Blackthorn Investment Group
Kansas
$321K +$318K +6,940 New
LPL Financial
18
LPL Financial
California
$310K -$7.61K -166 -3%
DC
19
Deere & Company
Illinois
$296K +$293K +6,400 New
Invesco
20
Invesco
Georgia
$253K +$9.26K +202 +4%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$245K +$55.3K +1,207 +30%
TA
22
Teachers Advisors
New York
$236K
FPCP
23
Fort Point Capital Partners
California
$231K
GC
24
Guggenheim Capital
Illinois
$230K +$72.5K +1,582 +47%
IA
25
IndexIQ Advisors
New York
$209K +$33.1K +723 +19%

ORC Hedge Fund Activity: Q3 2015 in Review

51 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q3 2015, worth a combined $41.8M — down 30% from $59.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ORC and 6 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 27 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.36M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $11.9M sold.

  • 51 institutional investors held Orchid Island Capital (ORC) as of Q3 2015, down from 57 in Q2 2015.
  • Funds reported $41.8M of Orchid Island Capital stock for Q3 2015, down 30% quarter-over-quarter.
  • 6 funds opened new Orchid Island Capital positions in Q3 2015 and 12 closed out, a net change of -6 holders.
  • The largest Orchid Island Capital buyer in Q3 2015 was BlackRock Fund Advisors, an estimated $3.36M added.
  • The largest Orchid Island Capital seller in Q3 2015 was Renaissance Technologies, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2015.