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ORC

Orchid Island Capital

79 hedge funds and large institutions have $124M invested in Orchid Island Capital in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $347K | Put options by funds: $115K

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

15% more capital invested

Capital invested by funds: $108M → $124M (+$16M)

1% more funds holding

Funds holding: 7879 (+1)

0.59% more ownership

Funds ownership: 6.69%7.28% (+0.59%)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
20
Closed
10
Calls
$347K
Puts
$115K
Net Calls
+$232K
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32.6M +$1.07M +33,062 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.6M +$11.4M +350,492 +72%
Invesco
3
Invesco
Georgia
$14.6M +$145K +4,483 +1%
Northern Trust
4
Northern Trust
Illinois
$10.7M +$7.37M +227,156 +207%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.51M +$2.59M +79,759 +51%
State Street
6
State Street
Massachusetts
$6.39M +$218K +6,704 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.03M +$317K +9,779 +8%
N
8
Nuveen
North Carolina
$3.39M +$3.46M +106,708 New
IA
9
IndexIQ Advisors
New York
$1.44M -$296K -9,121 -17%
PPA
10
Parametric Portfolio Associates
Washington
$1.27M +$345K +10,631 +36%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.23M -$30.7K -946 -2%
CA
12
Cetera Advisors
Colorado
$1.21M +$34.8K +1,071 +3%
UBS Group
13
UBS Group
Switzerland
$865K -$40.7K -1,253 -4%
Charles Schwab
14
Charles Schwab
California
$765K +$68.1K +2,098 +10%
CEP
15
Chicago Equity Partners
Illinois
$697K +$711K +21,914 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$586K -$198K -6,113 -25%
CS
17
Credit Suisse
Switzerland
$579K +$292K +8,986 +97%
AllianceBernstein
18
AllianceBernstein
Tennessee
$575K +$83.6K +2,575 +17%
AG
19
Advisor Group
Arizona
$532K +$10.6K +327 +2%
SG Americas Securities
20
SG Americas Securities
New York
$515K -$148K -4,552 -22%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$505K +$23.3K +719 +5%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$479K +$1.78K +55 +0.4%
AG
23
Aperio Group
California
$415K +$162K +4,992 +62%
Millennium Management
24
Millennium Management
New York
$376K -$1.32M -40,617 -77%
QI
25
QS Investors
New York
$375K

ORC Hedge Fund Activity: Q2 2019 in Review

79 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q2 2019, worth a combined $124M — up 15% from $108M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ORC positions and 10 closed out — a net gain of 3 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.4M. The largest seller was Millennium Management, cutting an estimated $1.32M.

  • 79 institutional investors held Orchid Island Capital (ORC) as of Q2 2019, up from 78 in Q1 2019.
  • Funds reported $124M of Orchid Island Capital stock for Q2 2019, up 15% quarter-over-quarter.
  • 13 funds opened new Orchid Island Capital positions in Q2 2019 and 10 closed out, a net change of +3 holders.
  • The largest Orchid Island Capital buyer in Q2 2019 was Vanguard Group, an estimated $11.4M added.
  • The largest Orchid Island Capital seller in Q2 2019 was Millennium Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2019.