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ORC

Orchid Island Capital

56 hedge funds and large institutions have $44.2M invested in Orchid Island Capital in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

10% more funds holding

Funds holding: 5156 (+5)

6% more capital invested

Capital invested by funds: $41.8M → $44.2M (+$2.34M)

0.05% less ownership

Funds ownership: 4.15%4.1% (-0.05%)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$9.47M -$635K -13,476 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.49M +$351K +7,445 +6%
BIT
3
BlackRock Institutional Trust
California
$5.59M +$519K +11,011 +11%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.04M +$3.84M +81,361 New
State Street
5
State Street
Massachusetts
$2.6M +$257K +5,443 +12%
Northern Trust
6
Northern Trust
Illinois
$2.32M -$9.85K -209 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.27M
BIM
8
BlackRock Investment Management
Delaware
$868K +$5.56K +118 +0.7%
WAM
9
Wolverine Asset Management
Illinois
$817K -$4.79M -101,508 -86%
NFA
10
Nationwide Fund Advisors
Ohio
$718K +$558K +11,845 +452%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$701K -$9.43K -200 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$692K -$5.56K -118 -0.8%
TCIM
13
TIAA CREF Investment Management
New York
$672K
LPL Financial
14
LPL Financial
California
$640K +$301K +6,379 +100%
SCM
15
Sterling Capital Management
North Carolina
$577K +$547K +11,611 New
California State Teachers Retirement System (CalSTRS)
16
California State Teachers Retirement System (CalSTRS)
California
$400K -$14.1K -300 -4%
Charles Schwab
17
Charles Schwab
California
$368K
MC
18
Menta Capital
California
$361K +$342K +7,264 New
CIA
19
Capital Investment Advisors
Georgia
$346K +$329K +6,974 New
CS
20
Credit Suisse
Switzerland
$333K -$428K -9,083 -57%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$330K +$313K +6,641 New
DC
22
Deere & Company
Illinois
$318K
VKH
23
Virtu KCG Holdings
New York
$304K +$91.8K +1,948 +47%
TA
24
Teachers Advisors
New York
$296K +$40.1K +851 +17%
Invesco
25
Invesco
Georgia
$273K +$1.89K +40 +0.7%

ORC Hedge Fund Activity: Q4 2015 in Review

56 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q4 2015, worth a combined $44.2M — up 5.6% from $41.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ORC positions and 5 closed out — a net gain of 6 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $3.84M. The largest seller was Wolverine Asset Management, cutting an estimated $4.79M.

  • 56 institutional investors held Orchid Island Capital (ORC) as of Q4 2015, up from 51 in Q3 2015.
  • Funds reported $44.2M of Orchid Island Capital stock for Q4 2015, up 5.6% quarter-over-quarter.
  • 11 funds opened new Orchid Island Capital positions in Q4 2015 and 5 closed out, a net change of +6 holders.
  • The largest Orchid Island Capital buyer in Q4 2015 was JP Morgan Chase, an estimated $3.84M added.
  • The largest Orchid Island Capital seller in Q4 2015 was Wolverine Asset Management, an estimated $4.79M sold.

Based on aggregated 13F filings for Q4 2015.