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ORM

Owens Realty Mortgage, Inc.
ORM

Delisted

ORM was delisted on the 28th of March, 2019.

47 hedge funds and large institutions have $45.7M invested in Owens Realty Mortgage, Inc. in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

12% more funds holding

Funds holding: 4247 (+5)

11% more capital invested

Capital invested by funds: $41.2M → $45.7M (+$4.53M)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
15
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
26
MOTCO
Texas
$148K
BCM
27
Blume Capital Management
California
$120K -$56.3K -4,061 -34%
NFA
28
Nationwide Fund Advisors
Ohio
$120K
AAM
29
Advisors Asset Management
Colorado
$117K +$108K +7,789 New
AIG
30
American International Group
New York
$101K
BA
31
BlackRock Advisors
Delaware
$77K +$15.5K +1,115 +28%
Invesco
32
Invesco
Georgia
$74K +$68.4K +4,936 New
Deutsche Bank
33
Deutsche Bank
Germany
$74K +$69.4K +5,010 +125,250%
UBS Group
34
UBS Group
Switzerland
$70K -$63K -4,546 -49%
LWCFA
35
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K
SO
36
STRS Ohio
Ohio
$53K -$1.39K -100 -3%
Creative Planning
37
Creative Planning
Kansas
$23K +$21.3K +1,536 New
Wells Fargo
38
Wells Fargo
California
$19K -$3.15K -227 -15%
Bank of America
39
Bank of America
North Carolina
$19K +$568 +41 +3%
GAM
40
Gemmer Asset Management
California
$15K -$13.6K -981 -50%
Citigroup
41
Citigroup
New York
$10K -$21.5K -1,553 -69%
Barclays
42
Barclays
United Kingdom
$5K -$7.65K -552 -63%
BlackRock
43
BlackRock
New York
$4K +$3.69K +266 New
AllianceBernstein
44
AllianceBernstein
Tennessee
$4K +$4.16K +300 New
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$3.77K +$3.49K +252 New
TRCT
46
Tower Research Capital (TRC)
New York
$1K -$42 -3 -4%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123 -$5.92K -427 -5%
CCS
48
Crosspoint Capital Strategies
California
-$44K -3,000 Closed
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
-$1K -99 Closed

ORM Hedge Fund Activity: Q1 2015 in Review

47 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Owens Realty Mortgage, Inc. (ORM) for Q1 2015, worth a combined $45.7M — up 11% from $41.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ORM positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $2.39M. The largest seller was Morgan Stanley, cutting an estimated $216K.

  • 47 institutional investors held Owens Realty Mortgage, Inc. (ORM) as of Q1 2015, up from 42 in Q4 2014.
  • Funds reported $45.7M of Owens Realty Mortgage, Inc. stock for Q1 2015, up 11% quarter-over-quarter.
  • 7 funds opened new Owens Realty Mortgage, Inc. positions in Q1 2015 and 2 closed out, a net change of +5 holders.
  • The largest Owens Realty Mortgage, Inc. buyer in Q1 2015 was Nantahala Capital Management, an estimated $2.39M added.
  • The largest Owens Realty Mortgage, Inc. seller in Q1 2015 was Morgan Stanley, an estimated $216K sold.

Based on aggregated 13F filings for Q1 2015.