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ORC

Orchid Island Capital

69 hedge funds and large institutions have $142M invested in Orchid Island Capital in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

1% more funds holding

Funds holding: 6869 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.24% less ownership

Funds ownership: 6.18%5.94% (-0.24%)

0% less capital invested

Capital invested by funds: $143M → $142M (-$578K)

99% less call options, than puts

Call options by funds: $9K | Put options by funds: $1.46M

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
21
Closed
12
Calls
$9K
Puts
$1.46M
Net Calls
-$1.45M
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$36.6M -$946K -19,213 -2%
Invesco
2
Invesco
Georgia
$21.9M +$2.45M +49,793 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.2M +$2.39M +48,471 +15%
UBS Group
4
UBS Group
Switzerland
$14.1M -$550K -11,169 -4%
State Street
5
State Street
Massachusetts
$6.18M +$590K +11,993 +10%
RA
6
Resource America
New York
$5.24M +$5.55M +112,832 New
Northern Trust
7
Northern Trust
Illinois
$4.56M +$779K +15,831 +19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.66M +$512K +10,413 +15%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$3.43M +$3.64M +73,977 New
Morgan Stanley
10
Morgan Stanley
New York
$3.09M +$604K +12,263 +23%
VanEck Associates
11
VanEck Associates
New York
$2.26M -$174K -3,526 -7%
GLA
12
Great Lakes Advisors
Illinois
$2.21M +$343K +6,969 +17%
Citigroup
13
Citigroup
New York
$2.05M +$25.5K +519 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.8M +$11.9K +241 +0.6%
GXMC
15
Global X Management Company
New York
$1.52M +$315K +6,400 +24%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.14M +$68.6K +1,393 +6%
Deutsche Bank
17
Deutsche Bank
Germany
$1.02M +$97.4K +1,980 +10%
CA
18
Cetera Advisors
Colorado
$951K -$10.8K -220 -1%
TCIM
19
TIAA CREF Investment Management
New York
$944K -$11.2K -228 -1%
Charles Schwab
20
Charles Schwab
California
$860K +$127K +2,581 +16%
AG
21
Advisor Group
Arizona
$777K +$79.8K +1,621 +11%
TA
22
Teachers Advisors
New York
$728K +$111K +2,250 +17%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$645K +$7.38K +150 +1%
PPA
24
Parametric Portfolio Associates
Washington
$574K -$55.3K -1,123 -8%
Bank of America
25
Bank of America
North Carolina
$553K -$234K -4,750 -28%

ORC Hedge Fund Activity: Q4 2017 in Review

69 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q4 2017, worth a combined $142M — down 0.41% from $143M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ORC positions and 12 closed out — a net gain of 1 holder — while 27 added to existing stakes and 21 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $3.64M. The largest seller was Allianz Asset Management, cutting an estimated $1.1M.

  • 69 institutional investors held Orchid Island Capital (ORC) as of Q4 2017, up from 68 in Q3 2017.
  • Funds reported $142M of Orchid Island Capital stock for Q4 2017, down 0.41% quarter-over-quarter.
  • 13 funds opened new Orchid Island Capital positions in Q4 2017 and 12 closed out, a net change of +1 holder.
  • The largest Orchid Island Capital buyer in Q4 2017 was D.E. Shaw & Co, an estimated $3.64M added.
  • The largest Orchid Island Capital seller in Q4 2017 was Allianz Asset Management, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2017.