We are live on ! Find out more
ORC

Orchid Island Capital

80 hedge funds and large institutions have $126M invested in Orchid Island Capital in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $765K

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

1.01% more ownership

Funds ownership: 29.98%31% (+1%)

0% more capital invested

Capital invested by funds: $125M → $126M (+$526K)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 8180 (-1)

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
39
Reduced
15
Closed
16
Calls
$2.72M
Puts
$765K
Net Calls
+$1.95M
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$35.4M -$848K -82,026 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.4M -$56K -5,418 -0.3%
Invesco
3
Invesco
Georgia
$16.1M +$710K +68,706 +5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.96M +$771K +74,611 +11%
State Street
5
State Street
Massachusetts
$7.83M +$312K +30,136 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$6.8M +$4.37M +423,055 +181%
Northern Trust
7
Northern Trust
Illinois
$3.58M +$340K +32,868 +11%
VanEck Associates
8
VanEck Associates
New York
$2.86M +$641K +62,055 +29%
WAM
9
Wolverine Asset Management
Illinois
$2.37M +$1.55M +149,904 +190%
SSA
10
Schonfeld Strategic Advisors
New York
$1.88M +$1.88M +182,000 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.26M +$36.1K +3,492 +3%
Morgan Stanley
12
Morgan Stanley
New York
$1.22M +$12.7K +1,227 +1%
Two Sigma Investments
13
Two Sigma Investments
New York
$1.17M -$1.96M -189,913 -63%
Charles Schwab
14
Charles Schwab
California
$1.12M +$51.5K +4,984 +5%
Goldman Sachs
15
Goldman Sachs
New York
$908K +$454K +43,967 +100%
IFG
16
Independent Financial Group
California
$895K +$202K +19,542 +29%
CA
17
Cetera Advisors
Colorado
$765K +$221K +21,385 +41%
N
18
Nuveen
North Carolina
$727K -$61.5K -5,953 -8%
UBS Group
19
UBS Group
Switzerland
$704K -$22K -2,132 -3%
AllianceBernstein
20
AllianceBernstein
Tennessee
$703K +$129K +12,500 +23%
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
$699K +$275K +26,600 +65%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$689K +$45K +4,349 +7%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$654K +$60.8K +5,878 +10%
TSS
24
Two Sigma Securities
New York
$451K +$450K +43,527 New
Bank of America
25
Bank of America
North Carolina
$445K -$274K -26,532 -38%

ORC Hedge Fund Activity: Q2 2023 in Review

80 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q2 2023, worth a combined $126M — up 0.42% from $125M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ORC and 15 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 39 added.

The largest buyer was Renaissance Technologies, adding an estimated $4.37M. The largest seller was Hudson Bay Capital Management, exiting entirely with an estimated $1.99M sold.

  • 80 institutional investors held Orchid Island Capital (ORC) as of Q2 2023, down from 81 in Q1 2023.
  • Funds reported $126M of Orchid Island Capital stock for Q2 2023, up 0.42% quarter-over-quarter.
  • 15 funds opened new Orchid Island Capital positions in Q2 2023 and 16 closed out, a net change of -1 holder.
  • The largest Orchid Island Capital buyer in Q2 2023 was Renaissance Technologies, an estimated $4.37M added.
  • The largest Orchid Island Capital seller in Q2 2023 was Hudson Bay Capital Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2023.