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ORM

Owens Realty Mortgage, Inc.
ORM

Delisted

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

48 hedge funds and large institutions have $56.9M invested in Owens Realty Mortgage, Inc. in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

29% more capital invested

Capital invested by funds: $44M → $56.9M (+$12.9M)

14% more funds holding

Funds holding: 4248 (+6)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
13
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$242K +$237K +14,500 New
AAM
27
Advisors Asset Management
Colorado
$238K -$26.3K -1,609 -10%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$190K
SHJ
29
Sharkey, Howes & Javer
Colorado
$179K
NFA
30
Nationwide Fund Advisors
Ohio
$159K +$124K +7,577 +379%
AIG
31
American International Group
New York
$96.1K +$94.3K +5,775 New
M
32
MOTCO
Texas
$82K
LWCFA
33
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K
Deutsche Bank
34
Deutsche Bank
Germany
$61K -$87.3K -5,348 -59%
SO
35
STRS Ohio
Ohio
$54K +$53.9K +3,300 New
UBS Group
36
UBS Group
Switzerland
$47K -$515K -31,530 -92%
BA
37
BlackRock Advisors
Delaware
$47K +$46.2K +2,831 New
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$36K -$41.8K -2,562 -55%
BlackRock
39
BlackRock
New York
$27K +$26K +1,594 New
Creative Planning
40
Creative Planning
Kansas
$26K
Bank of America
41
Bank of America
North Carolina
$23K +$3.1K +190 +16%
Citigroup
42
Citigroup
New York
$17K +$14.2K +871 +680%
GAM
43
Gemmer Asset Management
California
$16K
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K -$2.12K -130 -16%
Legal & General Group
45
Legal & General Group
United Kingdom
$9K +$8.65K +530 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$6.61K +$6.48K +397 New
MA
47
MUFG Americas
New York
$4K
TRCT
48
Tower Research Capital (TRC)
New York
$4K +$2.43K +149 +233%
TWA
49
TCI Wealth Advisors
Arizona
$3K
Millennium Management
50
Millennium Management
New York
-$452K -28,296 Closed

ORM Hedge Fund Activity: Q2 2016 in Review

48 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Owens Realty Mortgage, Inc. (ORM) for Q2 2016, worth a combined $56.9M — up 29% from $44M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ORM positions and 7 closed out — a net gain of 7 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.81M. The largest seller was UBS Group, cutting an estimated $515K.

  • 48 institutional investors held Owens Realty Mortgage, Inc. (ORM) as of Q2 2016, up from 42 in Q1 2016.
  • Funds reported $56.9M of Owens Realty Mortgage, Inc. stock for Q2 2016, up 29% quarter-over-quarter.
  • 14 funds opened new Owens Realty Mortgage, Inc. positions in Q2 2016 and 7 closed out, a net change of +7 holders.
  • The largest Owens Realty Mortgage, Inc. buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $3.81M added.
  • The largest Owens Realty Mortgage, Inc. seller in Q2 2016 was UBS Group, an estimated $515K sold.

Based on aggregated 13F filings for Q2 2016.