We are live on ! Find out more
ORC

Orchid Island Capital

68 hedge funds and large institutions have $128M invested in Orchid Island Capital in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $925K | Put options by funds: $311K

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

0.14% more ownership

Funds ownership: 6.62%6.76% (+0.14%)

2% less capital invested

Capital invested by funds: $130M → $128M (-$2.05M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 7068 (-2)

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
16
Closed
13
Calls
$925K
Puts
$311K
Net Calls
+$614K
Net Calls Change
+$262K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38M +$2.06M +52,655 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19M +$131K +3,352 +0.6%
Invesco
3
Invesco
Georgia
$16.4M -$2.62M -66,898 -13%
UBS Group
4
UBS Group
Switzerland
$13.2M +$4.6M +117,417 +48%
State Street
5
State Street
Massachusetts
$7.26M +$463K +11,802 +6%
Northern Trust
6
Northern Trust
Illinois
$4.28M +$23.1K +590 +0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.9M +$441K +11,250 +12%
Renaissance Technologies
8
Renaissance Technologies
New York
$2.98M +$3.22M +82,260 New
VanEck Associates
9
VanEck Associates
New York
$2.16M +$188K +4,784 +9%
Goldman Sachs
10
Goldman Sachs
New York
$1.9M +$1.57M +40,050 +325%
Citigroup
11
Citigroup
New York
$1.55M +$392 +10 +0%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.46M -$2.23K -57 -0.1%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.27M -$2.62M -66,859 -66%
CA
14
Cetera Advisors
Colorado
$1.05M +$165K +4,201 +17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$902K +$22.7K +578 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$896K +$38.5K +981 +4%
TA
17
Teachers Advisors
New York
$831K -$10.7K -272 -1%
Charles Schwab
18
Charles Schwab
California
$812K +$47.5K +1,212 +6%
Morgan Stanley
19
Morgan Stanley
New York
$801K -$225K -5,727 -21%
TCIM
20
TIAA CREF Investment Management
New York
$701K -$32.5K -828 -4%
Wells Fargo
21
Wells Fargo
California
$610K +$9.33K +238 +1%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$597K +$4.12K +105 +0.6%
PPA
23
Parametric Portfolio Associates
Washington
$572K -$9.64K -246 -2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$487K +$96.4K +2,460 +22%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$425K -$79K -2,014 -15%

ORC Hedge Fund Activity: Q3 2018 in Review

68 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q3 2018, worth a combined $128M — down 1.6% from $130M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ORC and 12 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 24 added.

The largest buyer was UBS Group, adding an estimated $4.6M. The largest seller was Invesco, cutting an estimated $2.62M.

  • 68 institutional investors held Orchid Island Capital (ORC) as of Q3 2018, down from 70 in Q2 2018.
  • Funds reported $128M of Orchid Island Capital stock for Q3 2018, down 1.6% quarter-over-quarter.
  • 12 funds opened new Orchid Island Capital positions in Q3 2018 and 13 closed out, a net change of -1 holder.
  • The largest Orchid Island Capital buyer in Q3 2018 was UBS Group, an estimated $4.6M added.
  • The largest Orchid Island Capital seller in Q3 2018 was Invesco, an estimated $2.62M sold.

Based on aggregated 13F filings for Q3 2018.