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ORC

Orchid Island Capital

55 hedge funds and large institutions have $44.7M invested in Orchid Island Capital in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

1% more capital invested

Capital invested by funds: $44.2M → $44.7M (+$511K)

0.02% less ownership

Funds ownership: 4.1%4.08% (-0.02%)

2% less funds holding

Funds holding: 5655 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$8.94M -$866K -18,272 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.15M +$344K +7,258 +6%
BIT
3
BlackRock Institutional Trust
California
$5.84M +$47 +1 +0%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.13M -$84.9K -1,791 -2%
State Street
5
State Street
Massachusetts
$4.09M +$1.26M +26,669 +51%
Northern Trust
6
Northern Trust
Illinois
$2.54M +$102K +2,152 +5%
BIM
7
BlackRock Investment Management
Delaware
$898K -$8.29K -175 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$764K +$36.6K +772 +6%
NFA
9
Nationwide Fund Advisors
Ohio
$751K +$1.19K +25 +0.2%
SCM
10
Sterling Capital Management
North Carolina
$660K +$52.6K +1,110 +10%
LPL Financial
11
LPL Financial
California
$657K -$7.49K -158 -1%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$652K -$73.7K -1,555 -11%
TCIM
13
TIAA CREF Investment Management
New York
$645K -$51.7K -1,091 -8%
California State Teachers Retirement System (CalSTRS)
14
California State Teachers Retirement System (CalSTRS)
California
$483K +$59.3K +1,251 +16%
Invesco
15
Invesco
Georgia
$403K +$107K +2,268 +41%
Charles Schwab
16
Charles Schwab
California
$384K
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$359K +$328K +6,920 New
DC
18
Deere & Company
Illinois
$332K
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$313K +$29.5K +622 +11%
TA
20
Teachers Advisors
New York
$309K
MC
21
Menta Capital
California
$281K -$87.2K -1,840 -25%
GC
22
Guggenheim Capital
Illinois
$278K +$9.43K +199 +4%
VKH
23
Virtu KCG Holdings
New York
$276K -$37.9K -800 -13%
CS
24
Credit Suisse
Switzerland
$243K -$96.3K -2,032 -30%
GCP
25
GSA Capital Partners
United Kingdom
$243K +$222K +4,680 New

ORC Hedge Fund Activity: Q1 2016 in Review

55 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q1 2016, worth a combined $44.7M — up 1.2% from $44.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ORC and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.

The largest buyer was State Street, adding an estimated $1.26M. The largest seller was BlackRock Fund Advisors, cutting an estimated $866K.

  • 55 institutional investors held Orchid Island Capital (ORC) as of Q1 2016, down from 56 in Q4 2015.
  • Funds reported $44.7M of Orchid Island Capital stock for Q1 2016, up 1.2% quarter-over-quarter.
  • 7 funds opened new Orchid Island Capital positions in Q1 2016 and 8 closed out, a net change of -1 holder.
  • The largest Orchid Island Capital buyer in Q1 2016 was State Street, an estimated $1.26M added.
  • The largest Orchid Island Capital seller in Q1 2016 was BlackRock Fund Advisors, an estimated $866K sold.

Based on aggregated 13F filings for Q1 2016.