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ORC

Orchid Island Capital

56 hedge funds and large institutions have $43.1M invested in Orchid Island Capital in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 5556 (+1)

0.27% less ownership

Funds ownership: 4.08%3.81% (-0.27%)

4% less capital invested

Capital invested by funds: $44.7M → $43.1M (-$1.61M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
16
Closed
10
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$10.5M +$1.6M +30,815 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.26M +$168K +3,244 +2%
BIT
3
BlackRock Institutional Trust
California
$6.01M +$225K +4,335 +4%
State Street
4
State Street
Massachusetts
$4.24M +$180K +3,471 +4%
Northern Trust
5
Northern Trust
Illinois
$2.46M -$58.2K -1,122 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.35M +$6.69K +129 +0.5%
BIM
7
BlackRock Investment Management
Delaware
$923K +$32.8K +632 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$816K +$59.2K +1,142 +8%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$760K +$115K +2,218 +18%
TCIM
10
TIAA CREF Investment Management
New York
$694K +$54.5K +1,052 +8%
SCM
11
Sterling Capital Management
North Carolina
$655K
MC
12
Menta Capital
California
$570K +$293K +5,646 +104%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$503K +$148K +2,860 +41%
CA
14
Cetera Advisors
Colorado
$478K +$482K +9,290 New
JP Morgan Chase
15
JP Morgan Chase
New York
$446K -$3.68M -70,912 -89%
California State Teachers Retirement System (CalSTRS)
16
California State Teachers Retirement System (CalSTRS)
California
$442K -$37.7K -728 -8%
Charles Schwab
17
Charles Schwab
California
$381K
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$372K +$228K +4,392 +155%
TA
19
Teachers Advisors
New York
$307K
CS
20
Credit Suisse
Switzerland
$291K +$50.3K +970 +21%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$285K +$288K +5,547 New
PPA
22
Parametric Portfolio Associates
Washington
$263K +$71K +1,370 +37%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$248K -$63.4K -1,224 -20%
LPL Financial
24
LPL Financial
California
$242K -$409K -7,890 -63%
GC
25
Guggenheim Capital
Illinois
$230K -$46K -888 -17%

ORC Hedge Fund Activity: Q2 2016 in Review

56 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q2 2016, worth a combined $43.1M — down 3.6% from $44.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ORC positions and 10 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.6M. The largest seller was JP Morgan Chase, cutting an estimated $3.68M.

  • 56 institutional investors held Orchid Island Capital (ORC) as of Q2 2016, up from 55 in Q1 2016.
  • Funds reported $43.1M of Orchid Island Capital stock for Q2 2016, down 3.6% quarter-over-quarter.
  • 11 funds opened new Orchid Island Capital positions in Q2 2016 and 10 closed out, a net change of +1 holder.
  • The largest Orchid Island Capital buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $1.6M added.
  • The largest Orchid Island Capital seller in Q2 2016 was JP Morgan Chase, an estimated $3.68M sold.

Based on aggregated 13F filings for Q2 2016.