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ORC

Orchid Island Capital

106 hedge funds and large institutions have $155M invested in Orchid Island Capital in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 13 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 13

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

14% more capital invested

Capital invested by funds: $136M → $155M (+$18.6M)

9% more funds holding

Funds holding: 97106 (+9)

0.17% less ownership

Funds ownership: 29.7%29.53% (-0.17%)

87% less call options, than puts

Call options by funds: $480K | Put options by funds: $3.64M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
106
Holders Change
+9
Holders Change %
+9.28%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
49
Reduced
13
Closed
20
Calls
$480K
Puts
$3.64M
Net Calls
-$3.16M
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.3M +$3.61M +424,802 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.6M +$1.65M +193,865 +7%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$10.2M +$821K +96,722 +9%
Two Sigma Investments
4
Two Sigma Investments
New York
$9.36M +$9.53M +1,122,358 New
Two Sigma Advisers
5
Two Sigma Advisers
New York
$8.91M +$9.07M +1,068,000 New
State Street
6
State Street
Massachusetts
$8.04M -$196K -23,063 -2%
Mirae Asset Global ETFs Holdings
7
Mirae Asset Global ETFs Holdings
Hong Kong
$4.77M +$4.86M +571,895 New
VanEck Associates
8
VanEck Associates
New York
$4.15M +$847K +99,713 +25%
Northern Trust
9
Northern Trust
Illinois
$3.72M +$40.5K +4,765 +1%
TI
10
TrueMark Investments
Illinois
$3.19M +$3.25M +382,958 New
Morgan Stanley
11
Morgan Stanley
New York
$3.1M +$83.1K +9,783 +3%
Goldman Sachs
12
Goldman Sachs
New York
$2.08M +$1.54M +180,938 +262%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$1.72M +$873K +102,786 +100%
CM
14
CastleKnight Management
New York
$1.67M
GCP
15
GSA Capital Partners
United Kingdom
$1.55M +$1.58M +186,131 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.53M +$145K +17,029 +10%
ECM
17
ExodusPoint Capital Management
New York
$1.49M +$1.51M +178,389 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.41M +$164K +19,338 +13%
Charles Schwab
19
Charles Schwab
California
$1.31M +$76K +8,954 +6%
UBS Group
20
UBS Group
Switzerland
$1.03M -$238K -28,011 -18%
IFG
21
Independent Financial Group
California
$1.01M +$155K +18,237 +18%
CC
22
Centiva Capital
New York
$966K +$984K +115,875 New
FFA
23
Founders Financial Alliance
North Carolina
$900K +$317K +37,366 +53%
N
24
Nuveen
North Carolina
$810K
PCM
25
Penserra Capital Management
California
$774K +$19.3K +2,278 +3%

ORC Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Orchid Island Capital (ORC) for Q2 2024, worth a combined $155M — up 14% from $136M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ORC positions and 20 closed out — a net gain of 11 holders — while 49 added to existing stakes and 13 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $9.53M. The largest seller was Significant Wealth Partners, exiting entirely with an estimated $4.1M sold.

  • 106 institutional investors held Orchid Island Capital (ORC) as of Q2 2024, up from 97 in Q1 2024.
  • Funds reported $155M of Orchid Island Capital stock for Q2 2024, up 14% quarter-over-quarter.
  • 31 funds opened new Orchid Island Capital positions in Q2 2024 and 20 closed out, a net change of +11 holders.
  • The largest Orchid Island Capital buyer in Q2 2024 was Two Sigma Investments, an estimated $9.53M added.
  • The largest Orchid Island Capital seller in Q2 2024 was Significant Wealth Partners, an estimated $4.1M sold.

Based on aggregated 13F filings for Q2 2024.