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ORC

Orchid Island Capital

76 hedge funds and large institutions have $114M invested in Orchid Island Capital in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $3.57M | Put options by funds: $992K

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

49% more capital invested

Capital invested by funds: $76.9M → $114M (+$37.5M)

0.54% less ownership

Funds ownership: 7.87%7.33% (-0.54%)

16% less funds holding

Funds holding: 9176 (-15)

58% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 24

Holders
76
Holders Change
-15
Holders Change %
-16.48%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
43
Reduced
14
Closed
24
Calls
$3.57M
Puts
$992K
Net Calls
+$2.58M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$28.7M +$923K +46,271 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.4M +$1.64M +82,049 +13%
Northern Trust
3
Northern Trust
Illinois
$12.2M +$76.7K +3,844 +0.7%
Invesco
4
Invesco
Georgia
$10.1M -$1.91M -95,878 -18%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.45M -$2.82M -141,480 -26%
State Street
6
State Street
Massachusetts
$5.97M +$67.6K +3,390 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.35M +$85.9K +4,303 +2%
WG
8
Winton Group
United Kingdom
$2.82M -$444K -22,272 -16%
Two Sigma Investments
9
Two Sigma Investments
New York
$2.39M +$828K +41,508 +69%
VanEck Associates
10
VanEck Associates
New York
$1.72M +$1.45M +72,836 New
Goldman Sachs
11
Goldman Sachs
New York
$1.57M -$1.65M -82,676 -55%
CS
12
Credit Suisse
Switzerland
$1.52M +$1.02M +50,950 +378%
N
13
Nuveen
North Carolina
$1.2M +$131K +6,560 +15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.13M +$16K +802 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.04M +$128K +6,425 +17%
CA
16
Cetera Advisors
Colorado
$985K +$16.5K +825 +2%
Wells Fargo
17
Wells Fargo
California
$826K +$157K +7,849 +29%
Charles Schwab
18
Charles Schwab
California
$821K +$6.98K +350 +1%
PPA
19
Parametric Portfolio Associates
Washington
$728K +$215K +10,778 +54%
QOP
20
Quinn Opportunity Partners
Virginia
$702K +$595K +29,800 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$689K +$146K +7,340 +33%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$648K +$33.6K +1,684 +7%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$527K +$27.8K +1,395 +7%
AllianceBernstein
24
AllianceBernstein
Tennessee
$522K +$2.39K +120 +0.5%
Morgan Stanley
25
Morgan Stanley
New York
$463K +$24K +1,202 +7%

ORC Hedge Fund Activity: Q2 2020 in Review

76 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q2 2020, worth a combined $114M — up 49% from $76.9M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of ORC and 10 opened new positions — a net loss of 14 holders — while 14 trimmed existing stakes and 43 added.

The largest buyer was Vanguard Group, adding an estimated $1.64M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $3.93M sold.

  • 76 institutional investors held Orchid Island Capital (ORC) as of Q2 2020, down from 91 in Q1 2020.
  • Funds reported $114M of Orchid Island Capital stock for Q2 2020, up 49% quarter-over-quarter.
  • 10 funds opened new Orchid Island Capital positions in Q2 2020 and 24 closed out, a net change of -14 holders.
  • The largest Orchid Island Capital buyer in Q2 2020 was Vanguard Group, an estimated $1.64M added.
  • The largest Orchid Island Capital seller in Q2 2020 was Wolverine Asset Management, an estimated $3.93M sold.

Based on aggregated 13F filings for Q2 2020.