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ORC

Orchid Island Capital

83 hedge funds and large institutions have $140M invested in Orchid Island Capital in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $124M → $140M (+$15.8M)

5% more funds holding

Funds holding: 7983 (+4)

0.42% more ownership

Funds ownership: 7.28%7.7% (+0.42%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $391K

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
36
Reduced
18
Closed
11
Calls
Puts
$391K
Net Calls
-$391K
Net Calls Change
-$623K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$33.8M +$4.57M +150,584 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$23M -$1.1M -36,284 -4%
Invesco
3
Invesco
Georgia
$15.6M +$2.52M +83,067 +18%
Northern Trust
4
Northern Trust
Illinois
$14.7M +$5.27M +173,906 +52%
Renaissance Technologies
5
Renaissance Technologies
New York
$10.6M +$4.07M +134,200 +57%
State Street
6
State Street
Massachusetts
$6.48M +$732K +24,133 +12%
WAM
7
Wolverine Asset Management
Illinois
$6.23M +$6.57M +216,625 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.42M +$824K +27,158 +21%
WG
9
Winton Group
United Kingdom
$3.11M +$3.28M +108,220 New
Goldman Sachs
10
Goldman Sachs
New York
$1.45M +$1.32M +43,443 +633%
Blackstone Inc
11
Blackstone Inc
New York
$1.36M +$1.43M +47,224 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.29M +$183K +6,030 +16%
N
13
Nuveen
North Carolina
$1.25M -$1.92M -63,397 -59%
CA
14
Cetera Advisors
Colorado
$1.17M +$78.8K +2,599 +7%
IA
15
IndexIQ Advisors
New York
$1.15M -$164K -5,393 -12%
AllianceBernstein
16
AllianceBernstein
Tennessee
$1.02M +$533K +17,580 +97%
Charles Schwab
17
Charles Schwab
California
$944K +$266K +8,784 +37%
UBS Group
18
UBS Group
Switzerland
$908K +$133K +4,379 +16%
PPA
19
Parametric Portfolio Associates
Washington
$845K -$323K -10,656 -27%
CS
20
Credit Suisse
Switzerland
$823K +$317K +10,458 +57%
RJA
21
Raymond James & Associates
Florida
$587K +$619K +20,422 New
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$567K +$117K +3,850 +24%
AG
23
Advisor Group
Arizona
$561K +$83.8K +2,763 +17%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$529K -$1.15K -38 -0.2%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$521K +$92.6K +3,052 +20%

ORC Hedge Fund Activity: Q3 2019 in Review

83 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q3 2019, worth a combined $140M — up 13% from $124M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ORC positions and 11 closed out — a net gain of 4 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $6.57M. The largest seller was Nuveen, cutting an estimated $1.92M.

  • 83 institutional investors held Orchid Island Capital (ORC) as of Q3 2019, up from 79 in Q2 2019.
  • Funds reported $140M of Orchid Island Capital stock for Q3 2019, up 13% quarter-over-quarter.
  • 15 funds opened new Orchid Island Capital positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest Orchid Island Capital buyer in Q3 2019 was Wolverine Asset Management, an estimated $6.57M added.
  • The largest Orchid Island Capital seller in Q3 2019 was Nuveen, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2019.