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ORC

Orchid Island Capital

108 hedge funds and large institutions have $110M invested in Orchid Island Capital in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 22

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

0.18% more ownership

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

2% less funds holding

Funds holding: 110108 (-2)

10% less capital invested

Capital invested by funds: $122M → $110M (-$12.2M)

65% less call options, than puts

Call options by funds: $316K | Put options by funds: $914K

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
56
Reduced
22
Closed
18
Calls
$316K
Puts
$914K
Net Calls
-$598K
Net Calls Change
-$732K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.4M +$5.74M +386,440 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$25.6M -$3.52M -237,168 -12%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$9.11M +$1.57M +105,650 +20%
State Street
4
State Street
Massachusetts
$8.28M +$951K +64,059 +13%
Northern Trust
5
Northern Trust
Illinois
$4.47M +$948K +63,827 +26%
VanEck Associates
6
VanEck Associates
New York
$3.17M -$287K -19,359 -8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.52M +$169K +11,391 +12%
N
8
Nuveen
North Carolina
$1.5M +$348K +23,437 +29%
Charles Schwab
9
Charles Schwab
California
$1.33M +$279K +18,815 +25%
Morgan Stanley
10
Morgan Stanley
New York
$1.04M +$212K +14,290 +24%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.04M +$55.3K +3,722 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.02M -$14.9K -1,004 -1%
UBS Group
13
UBS Group
Switzerland
$977K -$329K -22,133 -24%
RhumbLine Advisers
14
RhumbLine Advisers
Massachusetts
$721K +$319K +21,493 +74%
IFG
15
Independent Financial Group
California
$669K +$697K +46,945 New
WAM
16
Wolverine Asset Management
Illinois
$639K +$666K +44,856 New
Invesco
17
Invesco
Georgia
$578K +$112K +7,571 +23%
Goldman Sachs
18
Goldman Sachs
New York
$466K +$264K +17,758 +119%
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$435K +$1.65K +111 +0.4%
CA
20
Cetera Advisors
Colorado
$417K +$30.6K +2,058 +8%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$353K +$107K +7,214 +41%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$344K +$99.5K +6,701 +38%
AllianceBernstein
23
AllianceBernstein
Tennessee
$324K +$182K +12,240 +116%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$277K +$289K +19,454 New
JP Morgan Chase
25
JP Morgan Chase
New York
$272K -$346K -23,301 -55%

ORC Hedge Fund Activity: Q2 2022 in Review

108 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q2 2022, worth a combined $110M — down 9.9% from $122M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ORC positions and 18 closed out — a net gain of 2 holders — while 56 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $5.74M. The largest seller was Vanguard Group, cutting an estimated $3.52M.

  • 108 institutional investors held Orchid Island Capital (ORC) as of Q2 2022, down from 110 in Q1 2022.
  • Funds reported $110M of Orchid Island Capital stock for Q2 2022, down 9.9% quarter-over-quarter.
  • 20 funds opened new Orchid Island Capital positions in Q2 2022 and 18 closed out, a net change of +2 holders.
  • The largest Orchid Island Capital buyer in Q2 2022 was BlackRock, an estimated $5.74M added.
  • The largest Orchid Island Capital seller in Q2 2022 was Vanguard Group, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2022.