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ORC

Orchid Island Capital

59 hedge funds and large institutions have $58.3M invested in Orchid Island Capital in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

35% more capital invested

Capital invested by funds: $43.1M → $58.3M (+$15.2M)

5% more funds holding

Funds holding: 5659 (+3)

0.6% more ownership

Funds ownership: 3.81%4.41% (+0.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $70M

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
16
Closed
4
Calls
Puts
$70M
Net Calls
-$70M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$12.5M +$1.91M +35,828 +18%
BIT
2
BlackRock Institutional Trust
California
$7.65M +$1.6M +29,907 +26%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.28M -$72.6K -1,360 -1%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$4.38M +$4.49M +84,091 New
Renaissance Technologies
5
Renaissance Technologies
New York
$4.34M +$4.44M +83,240 New
State Street
6
State Street
Massachusetts
$4.33M +$37.2K +697 +0.8%
Northern Trust
7
Northern Trust
Illinois
$2.53M +$43.5K +814 +2%
Deutsche Bank
8
Deutsche Bank
Germany
$1.79M +$1.76M +32,955 +2,347%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.42M +$48.7K +912 +3%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$1.02M +$659K +12,342 +171%
BIM
11
BlackRock Investment Management
Delaware
$941K +$6.41K +120 +0.7%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$770K
Bank of New York Mellon
13
Bank of New York Mellon
New York
$723K -$106K -1,978 -12%
CA
14
Cetera Advisors
Colorado
$692K +$214K +4,000 +43%
SCM
15
Sterling Capital Management
North Carolina
$662K -$1.23K -23 -0.2%
California State Teachers Retirement System (CalSTRS)
16
California State Teachers Retirement System (CalSTRS)
California
$532K +$86.5K +1,620 +19%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$510K
Goldman Sachs
18
Goldman Sachs
New York
$404K +$271K +5,078 +189%
Charles Schwab
19
Charles Schwab
California
$386K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$336K +$47.9K +897 +16%
PPA
21
Parametric Portfolio Associates
Washington
$315K +$49.5K +928 +18%
TA
22
Teachers Advisors
New York
$311K
GCP
23
GSA Capital Partners
United Kingdom
$283K +$290K +5,440 New
JP Morgan Chase
24
JP Morgan Chase
New York
$276K -$179K -3,358 -39%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$254K +$3.42K +64 +1%

ORC Hedge Fund Activity: Q3 2016 in Review

59 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q3 2016, worth a combined $58.3M — up 35% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ORC positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $4.49M. The largest seller was Menta Capital, cutting an estimated $415K.

  • 59 institutional investors held Orchid Island Capital (ORC) as of Q3 2016, up from 56 in Q2 2016.
  • Funds reported $58.3M of Orchid Island Capital stock for Q3 2016, up 35% quarter-over-quarter.
  • 8 funds opened new Orchid Island Capital positions in Q3 2016 and 4 closed out, a net change of +4 holders.
  • The largest Orchid Island Capital buyer in Q3 2016 was Arrowstreet Capital, an estimated $4.49M added.
  • The largest Orchid Island Capital seller in Q3 2016 was Menta Capital, an estimated $415K sold.

Based on aggregated 13F filings for Q3 2016.