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ORC

Orchid Island Capital

110 hedge funds and large institutions have $122M invested in Orchid Island Capital in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

18% more call options, than puts

Call options by funds: $873K | Put options by funds: $739K

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

5% more funds holding

Funds holding: 105110 (+5)

0.18% less ownership

Funds ownership: 4.36%4.18% (-0.18%)

29% less capital invested

Capital invested by funds: $174M → $122M (-$51.2M)

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
40
Reduced
36
Closed
18
Calls
$873K
Puts
$739K
Net Calls
+$134K
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.7M -$2.15M -114,292 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.1M +$12.8M +681,324 +50%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$8.67M +$209K +11,086 +2%
State Street
4
State Street
Massachusetts
$8.37M +$1.43M +76,078 +18%
Northern Trust
5
Northern Trust
Illinois
$4.06M -$13.8K -730 -0.3%
VanEck Associates
6
VanEck Associates
New York
$3.93M -$681K -36,132 -13%
AWA
7
Aaron Wealth Advisors
Illinois
$2.11M +$25.8K +1,371 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.55M +$106K +5,615 +6%
UBS Group
9
UBS Group
Switzerland
$1.47M +$305K +16,168 +22%
N
10
Nuveen
North Carolina
$1.3M +$180K +9,568 +13%
Charles Schwab
11
Charles Schwab
California
$1.21M +$25.8K +1,369 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.19M +$12.9K +686 +0.9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.12M -$219K -11,601 -14%
SFI
14
Susquehanna Fundamental Investments
Pennsylvania
$1.08M +$890K +47,202 +244%
Morgan Stanley
15
Morgan Stanley
New York
$954K -$2.05M -108,800 -65%
Jane Street
16
Jane Street
New York
$755K +$100K +5,320 +13%
PPA
17
Parametric Portfolio Associates
Washington
$744K +$248K +13,166 +40%
Citigroup
18
Citigroup
New York
$707K -$822K -43,587 -50%
JP Morgan Chase
19
JP Morgan Chase
New York
$689K -$1.61M -85,289 -67%
ECM
20
ExodusPoint Capital Management
New York
$639K +$80.4K +4,264 +12%
Millennium Management
21
Millennium Management
New York
$559K -$1.13M -59,783 -63%
Invesco
22
Invesco
Georgia
$536K +$174K +9,215 +39%
HF
23
HRT Financial
New York
$504K +$585K +31,048 New
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$494K +$573K +30,400 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$473K -$49K -2,599 -8%

ORC Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q1 2022, worth a combined $122M — down 29% from $174M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ORC positions and 18 closed out — a net gain of 7 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.8M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $11.4M sold.

  • 110 institutional investors held Orchid Island Capital (ORC) as of Q1 2022, up from 105 in Q4 2021.
  • Funds reported $122M of Orchid Island Capital stock for Q1 2022, down 29% quarter-over-quarter.
  • 25 funds opened new Orchid Island Capital positions in Q1 2022 and 18 closed out, a net change of +7 holders.
  • The largest Orchid Island Capital buyer in Q1 2022 was Vanguard Group, an estimated $12.8M added.
  • The largest Orchid Island Capital seller in Q1 2022 was Mirae Asset Global Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2022.