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ORC

Orchid Island Capital

81 hedge funds and large institutions have $91.5M invested in Orchid Island Capital in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

27.24% more ownership

Funds ownership: 4.36%31.6% (+27%)

17% less capital invested

Capital invested by funds: $110M → $91.5M (-$18.7M)

24% less call options, than puts

Call options by funds: $929K | Put options by funds: $1.22M

25% less funds holding

Funds holding: 10881 (-27)

63% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 41

Holders
81
Holders Change
-27
Holders Change %
-25%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
37
Reduced
21
Closed
41
Calls
$929K
Puts
$1.22M
Net Calls
-$286K
Net Calls Change
+$312K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.4M +$4.51M +325,026 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.3M -$754K -54,347 -3%
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$12.3M +$20.5M +1,475,421 +7,584%
AC
4
Almitas Capital
California
$9.55M +$16.2M +1,164,408 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.35M +$181K +13,064 +2%
State Street
6
State Street
Massachusetts
$5.22M +$721K +51,970 +9%
Northern Trust
7
Northern Trust
Illinois
$2.52M -$80.3K -5,789 -2%
WAM
8
Wolverine Asset Management
Illinois
$1.73M +$2.31M +166,645 +372%
VanEck Associates
9
VanEck Associates
New York
$1.46M -$616K -44,383 -20%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$976K +$171K +12,318 +12%
Morgan Stanley
11
Morgan Stanley
New York
$852K +$429K +30,910 +42%
N
12
Nuveen
North Carolina
$848K -$27.3K -1,969 -2%
Charles Schwab
13
Charles Schwab
California
$766K +$2.48K +179 +0.2%
Citadel Advisors
14
Citadel Advisors
Florida
$716K +$1.21M +87,340 New
Osaic Holdings
15
Osaic Holdings
Arizona
$667K +$132K +9,492 +13%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$628K +$1.06M +76,596 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$571K +$750K +54,033 +346%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$525K -$121K -8,695 -12%
Millennium Management
19
Millennium Management
New York
$479K +$811K +58,420 New
Renaissance Technologies
20
Renaissance Technologies
New York
$470K +$755K +54,440 +1,864%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$439K +$41.3K +2,975 +6%
CA
22
Cetera Advisors
Colorado
$406K +$281K +20,221 +69%
IFG
23
Independent Financial Group
California
$387K +$4.01K +289 +0.6%
UBS Group
24
UBS Group
Switzerland
$350K -$360K -25,953 -38%
Invesco
25
Invesco
Georgia
$319K -$23K -1,655 -4%

ORC Hedge Fund Activity: Q3 2022 in Review

81 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q3 2022, worth a combined $91.5M — down 17% from $110M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of ORC and 15 opened new positions — a net loss of 26 holders — while 21 trimmed existing stakes and 37 added.

The largest buyer was Balyasny Asset Management, adding an estimated $20.5M. The largest seller was Vanguard Group, cutting an estimated $754K.

  • 81 institutional investors held Orchid Island Capital (ORC) as of Q3 2022, down from 108 in Q2 2022.
  • Funds reported $91.5M of Orchid Island Capital stock for Q3 2022, down 17% quarter-over-quarter.
  • 15 funds opened new Orchid Island Capital positions in Q3 2022 and 41 closed out, a net change of -26 holders.
  • The largest Orchid Island Capital buyer in Q3 2022 was Balyasny Asset Management, an estimated $20.5M added.
  • The largest Orchid Island Capital seller in Q3 2022 was Vanguard Group, an estimated $754K sold.

Based on aggregated 13F filings for Q3 2022.