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ORC

Orchid Island Capital

105 hedge funds and large institutions have $174M invested in Orchid Island Capital in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $1.73M

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

7% more funds holding

Funds holding: 98105 (+7)

2.57% less ownership

Funds ownership: 6.94%4.36% (-2.6%)

17% less capital invested

Capital invested by funds: $210M → $174M (-$36.4M)

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
46
Reduced
28
Closed
19
Calls
$5.03M
Puts
$1.73M
Net Calls
+$3.31M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.1M +$7.14M +297,840 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.5M +$1.39M +57,925 +4%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$11.8M +$3.28M +136,934 +35%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$11.4M -$926K -38,647 -7%
State Street
5
State Street
Massachusetts
$9.86M +$1.31M +54,549 +14%
VanEck Associates
6
VanEck Associates
New York
$6.26M +$1.69M +70,479 +34%
Northern Trust
7
Northern Trust
Illinois
$5.64M +$581K +24,251 +11%
Morgan Stanley
8
Morgan Stanley
New York
$3.77M -$77.8K -3,246 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.87M -$407K -16,991 -12%
Goldman Sachs
10
Goldman Sachs
New York
$2.39M +$2.28M +94,966 +836%
Millennium Management
11
Millennium Management
New York
$2.12M +$2.26M +94,178 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.02M +$245K +10,224 +13%
Citigroup
13
Citigroup
New York
$1.96M +$293K +12,236 +16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.81M +$264K +11,039 +16%
UBS Group
15
UBS Group
Switzerland
$1.68M +$577K +24,091 +48%
Charles Schwab
16
Charles Schwab
California
$1.64M +$218K +9,093 +14%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.63M +$209K +8,731 +14%
N
18
Nuveen
North Carolina
$1.58M -$99K -4,134 -5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.37M +$1.46M +60,779 New
Jane Street
20
Jane Street
New York
$925K +$985K +41,110 New
Marshall Wace
21
Marshall Wace
United Kingdom
$809K -$2.71M -113,108 -76%
ECM
22
ExodusPoint Capital Management
New York
$788K +$556K +23,207 +196%
Barclays
23
Barclays
United Kingdom
$743K +$344K +14,346 +77%
SSA
24
Schonfeld Strategic Advisors
New York
$736K +$190K +7,940 +32%
PPA
25
Parametric Portfolio Associates
Washington
$733K -$119K -4,987 -13%

ORC Hedge Fund Activity: Q4 2021 in Review

105 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q4 2021, worth a combined $174M — down 17% from $210M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ORC positions and 19 closed out — a net gain of 7 holders — while 46 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $7.14M. The largest seller was Invesco, cutting an estimated $26.3M.

  • 105 institutional investors held Orchid Island Capital (ORC) as of Q4 2021, up from 98 in Q3 2021.
  • Funds reported $174M of Orchid Island Capital stock for Q4 2021, down 17% quarter-over-quarter.
  • 26 funds opened new Orchid Island Capital positions in Q4 2021 and 19 closed out, a net change of +7 holders.
  • The largest Orchid Island Capital buyer in Q4 2021 was BlackRock, an estimated $7.14M added.
  • The largest Orchid Island Capital seller in Q4 2021 was Invesco, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2021.