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ORC

Orchid Island Capital

81 hedge funds and large institutions have $124M invested in Orchid Island Capital in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $1.06M

90% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 20

2.17% more ownership

Funds ownership: 31%33.17% (+2.2%)

1% more funds holding

Funds holding: 8081 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% less capital invested

Capital invested by funds: $126M → $124M (-$1.64M)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
20
Closed
13
Calls
$2.2M
Puts
$1.06M
Net Calls
+$1.14M
Net Calls Change
-$811K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31.6M +$2.88M +293,151 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18M +$526K +53,652 +3%
Invesco
3
Invesco
Georgia
$17.6M +$5.11M +521,401 +34%
WAM
4
Wolverine Asset Management
Illinois
$7.78M +$6.72M +685,424 +300%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.43M +$1.02M +104,031 +14%
State Street
6
State Street
Massachusetts
$6.78M +$361K +36,843 +5%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.3M -$331K -33,755 -5%
Hudson Bay Capital Management
8
Hudson Bay Capital Management
Connecticut
$4.65M +$5.36M +546,162 New
Northern Trust
9
Northern Trust
Illinois
$3.16M +$250K +25,475 +7%
VanEck Associates
10
VanEck Associates
New York
$3.05M +$806K +82,191 +30%
Millennium Management
11
Millennium Management
New York
$1.8M +$1.8M +183,652 +664%
Marshall Wace
12
Marshall Wace
United Kingdom
$1.19M +$1.37M +139,487 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.11M +$85K +8,668 +7%
Charles Schwab
14
Charles Schwab
California
$1.03M +$121K +12,343 +11%
CA
15
Cetera Advisors
Colorado
$998K +$426K +43,399 +59%
IFG
16
Independent Financial Group
California
$798K +$71.8K +7,320 +8%
Goldman Sachs
17
Goldman Sachs
New York
$771K +$28.3K +2,888 +3%
UBS Group
18
UBS Group
Switzerland
$706K +$147K +15,018 +22%
N
19
Nuveen
North Carolina
$680K +$94.8K +9,665 +14%
Morgan Stanley
20
Morgan Stanley
New York
$666K -$387K -39,415 -33%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$601K +$39.5K +4,026 +6%
EGM
22
Engineers Gate Manager
New York
$586K +$323K +32,940 +92%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$579K +$48.3K +4,926 +8%
AllianceBernstein
24
AllianceBernstein
Tennessee
$578K
Nisa Investment Advisors
25
Nisa Investment Advisors
Missouri
$550K -$29.1K -2,970 -4%

ORC Hedge Fund Activity: Q3 2023 in Review

81 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q3 2023, worth a combined $124M — down 1.3% from $126M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ORC positions and 13 closed out — a net gain of 1 holder — while 38 added to existing stakes and 20 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $6.72M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $1.88M sold.

  • 81 institutional investors held Orchid Island Capital (ORC) as of Q3 2023, up from 80 in Q2 2023.
  • Funds reported $124M of Orchid Island Capital stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 14 funds opened new Orchid Island Capital positions in Q3 2023 and 13 closed out, a net change of +1 holder.
  • The largest Orchid Island Capital buyer in Q3 2023 was Wolverine Asset Management, an estimated $6.72M added.
  • The largest Orchid Island Capital seller in Q3 2023 was Schonfeld Strategic Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2023.