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ORC

Orchid Island Capital

104 hedge funds and large institutions have $215M invested in Orchid Island Capital in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 22

59% more capital invested

Capital invested by funds: $136M → $215M (+$79.6M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 102104 (+2)

0.45% more ownership

Funds ownership: 7.17%7.61% (+0.45%)

65% less call options, than puts

Call options by funds: $425K | Put options by funds: $1.2M

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
52
Reduced
22
Closed
17
Calls
$425K
Puts
$1.2M
Net Calls
-$773K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$51.1M +$7.82M +279,010 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.7M +$5.04M +179,840 +25%
Invesco
3
Invesco
Georgia
$19.1M +$4.73M +168,597 +36%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$15.8M +$14.8M +526,087 New
Two Sigma Investments
5
Two Sigma Investments
New York
$11.3M +$2.48M +88,525 +31%
Marshall Wace
6
Marshall Wace
United Kingdom
$9.6M +$8.96M +319,405 New
Two Sigma Advisers
7
Two Sigma Advisers
New York
$8.56M +$1.97M +70,240 +33%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.55M +$2.18M +77,856 +38%
State Street
9
State Street
Massachusetts
$8.22M +$382K +13,608 +5%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.28M +$5.23M +186,701 +838%
Northern Trust
11
Northern Trust
Illinois
$5.1M +$624K +22,245 +15%
VanEck Associates
12
VanEck Associates
New York
$4.41M +$1.06M +37,764 +35%
Wells Fargo
13
Wells Fargo
California
$3.93M +$426K +15,200 +13%
CS
14
Credit Suisse
Switzerland
$3.32M +$694K +24,746 +29%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.67M +$1.32M +47,214 +114%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$2.18M -$4.45M -158,539 -69%
N
17
Nuveen
North Carolina
$1.89M +$240K +8,549 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.63M +$95.8K +3,416 +7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.56M +$116K +4,154 +9%
WG
20
Winton Group
United Kingdom
$1.44M +$416K +14,852 +45%
Allianz Asset Management
21
Allianz Asset Management
Germany
$1.34M +$1.25M +44,580 New
CSS
22
Cubist Systematic Strategies
Connecticut
$1.3M +$385K +13,713 +46%
Charles Schwab
23
Charles Schwab
California
$1.28M +$201K +7,167 +20%
Morgan Stanley
24
Morgan Stanley
New York
$1.06M +$176K +6,281 +22%
CCM
25
CAAS Capital Management
New York
$1M +$935K +33,353 New

ORC Hedge Fund Activity: Q1 2021 in Review

104 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q1 2021, worth a combined $215M — up 59% from $136M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ORC positions and 17 closed out — a net gain of 3 holders — while 52 added to existing stakes and 22 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $14.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $4.45M.

  • 104 institutional investors held Orchid Island Capital (ORC) as of Q1 2021, up from 102 in Q4 2020.
  • Funds reported $215M of Orchid Island Capital stock for Q1 2021, up 59% quarter-over-quarter.
  • 20 funds opened new Orchid Island Capital positions in Q1 2021 and 17 closed out, a net change of +3 holders.
  • The largest Orchid Island Capital buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $14.8M added.
  • The largest Orchid Island Capital seller in Q1 2021 was D.E. Shaw & Co, an estimated $4.45M sold.

Based on aggregated 13F filings for Q1 2021.