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ORC

Orchid Island Capital

78 hedge funds and large institutions have $108M invested in Orchid Island Capital in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $566K | Put options by funds: $121K

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

0% more funds holding

Funds holding: 7878 (0)

0% more ownership

Funds ownership: 6.68%6.69% (+0%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0% less capital invested

Capital invested by funds: $108M → $108M (-$422K)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
21
Closed
12
Calls
$566K
Puts
$121K
Net Calls
+$445K
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32.6M -$2.08M -60,811 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16M -$1.39M -40,848 -8%
Invesco
3
Invesco
Georgia
$15M +$172K +5,035 +1%
State Street
4
State Street
Massachusetts
$6.39M +$136K +3,983 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$5.15M +$2.41M +70,620 +82%
TA
6
Teachers Advisors
New York
$3.97M +$3.33M +97,663 +426%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.85M +$109K +3,190 +3%
Northern Trust
8
Northern Trust
Illinois
$3.61M -$301K -8,814 -7%
IA
9
IndexIQ Advisors
New York
$1.79M +$1.59M +46,685 +596%
Millennium Management
10
Millennium Management
New York
$1.73M -$284K -8,314 -14%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.31M -$42.9K -1,256 -3%
Citigroup
12
Citigroup
New York
$1.28M -$130K -3,797 -9%
CA
13
Cetera Advisors
Colorado
$1.22M +$106K +3,094 +9%
PPA
14
Parametric Portfolio Associates
Washington
$968K +$338K +9,906 +51%
UBS Group
15
UBS Group
Switzerland
$936K +$680K +19,914 +233%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$808K -$10.7K -313 -1%
Charles Schwab
17
Charles Schwab
California
$722K -$15.4K -450 -2%
SG Americas Securities
18
SG Americas Securities
New York
$683K +$196K +5,729 +38%
TCIM
19
TIAA CREF Investment Management
New York
$629K -$7.75K -227 -1%
Goldman Sachs
20
Goldman Sachs
New York
$628K -$232K -6,796 -26%
Barclays
21
Barclays
United Kingdom
$574K +$494K +14,456 +483%
AG
22
Advisor Group
Arizona
$540K +$141K +4,138 +34%
AllianceBernstein
23
AllianceBernstein
Tennessee
$510K +$29.9K +877 +6%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$499K -$43.9K -1,287 -8%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$494K +$6.93K +203 +1%

ORC Hedge Fund Activity: Q1 2019 in Review

78 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q1 2019, worth a combined $108M — down 0.39% from $108M a quarter earlier.

Fund positioning in ORC was balanced in Q1 2019: 12 funds opened new positions, 12 closed out, 27 added to existing stakes and 21 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $3.33M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $7.92M sold.

  • 78 institutional investors held Orchid Island Capital (ORC) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $108M of Orchid Island Capital stock for Q1 2019, down 0.39% quarter-over-quarter.
  • 12 funds opened new Orchid Island Capital positions in Q1 2019 and 12 closed out, a net change of 0 holders.
  • The largest Orchid Island Capital buyer in Q1 2019 was Teachers Advisors, an estimated $3.33M added.
  • The largest Orchid Island Capital seller in Q1 2019 was Wolverine Asset Management, an estimated $7.92M sold.

Based on aggregated 13F filings for Q1 2019.