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ORM

Owens Realty Mortgage, Inc.
ORM

Delisted

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

59 hedge funds and large institutions have $68.2M invested in Owens Realty Mortgage, Inc. in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

23% more funds holding

Funds holding: 4859 (+11)

19% more capital invested

Capital invested by funds: $57.4M → $68.2M (+$10.8M)

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
20
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CEP
26
Chicago Equity Partners
Illinois
$355K +$345K +19,175 New
DCM
27
Dupont Capital Management
Delaware
$333K +$324K +17,965 New
TA
28
Teachers Advisors
New York
$311K
IOOF
29
Independent Order of Foresters
Ontario, Canada
$310K -$10.6K -591 -3%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$306K +$295K +16,361 New
TG
31
TCW Group
California
$292K +$284K +15,751 New
KACA
32
Kayne Anderson Capital Advisors
California
$289K +$281K +15,618 New
UBS Group
33
UBS Group
Switzerland
$288K +$222K +12,300 +380%
JP Morgan Chase
34
JP Morgan Chase
New York
$280K +$273K +15,141 New
Charles Schwab
35
Charles Schwab
California
$269K
Citigroup
36
Citigroup
New York
$216K +$195K +10,852 +1,338%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$212K
Wells Fargo
38
Wells Fargo
California
$210K +$129K +7,171 +173%
SHJ
39
Sharkey, Howes & Javer
Colorado
$199K
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$189K -$21.6K -1,198 -11%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149K +$72.3K +4,013 +99%
NFA
42
Nationwide Fund Advisors
Ohio
$114K -$34.2K -1,900 -24%
AIG
43
American International Group
New York
$107K -$270 -15 -0.3%
M
44
MOTCO
Texas
$91K
Bessemer Group
45
Bessemer Group
New Jersey
$78K +$75.7K +4,200 New
BA
46
BlackRock Advisors
Delaware
$71K +$6.52K +362 +10%
SO
47
STRS Ohio
Ohio
$59K
CCMH
48
Cornerstone Capital Management Holdings
New York
$56K +$55.8K +3,100 New
Bank of America
49
Bank of America
North Carolina
$48K +$17.3K +962 +59%
Fuller & Thaler Asset Management
50
Fuller & Thaler Asset Management
California
$46K

ORM Hedge Fund Activity: Q4 2016 in Review

59 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Owens Realty Mortgage, Inc. (ORM) for Q4 2016, worth a combined $68.2M — up 19% from $57.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ORM positions and 4 closed out — a net gain of 12 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Hodges Capital Management, opening a new position worth an estimated $1.21M. The largest seller was Nantahala Capital Management, cutting an estimated $2.23M.

  • 59 institutional investors held Owens Realty Mortgage, Inc. (ORM) as of Q4 2016, up from 48 in Q3 2016.
  • Funds reported $68.2M of Owens Realty Mortgage, Inc. stock for Q4 2016, up 19% quarter-over-quarter.
  • 16 funds opened new Owens Realty Mortgage, Inc. positions in Q4 2016 and 4 closed out, a net change of +12 holders.
  • The largest Owens Realty Mortgage, Inc. buyer in Q4 2016 was Hodges Capital Management, an estimated $1.21M added.
  • The largest Owens Realty Mortgage, Inc. seller in Q4 2016 was Nantahala Capital Management, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2016.