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ORM

Owens Realty Mortgage, Inc.
ORM

Delisted

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

61 hedge funds and large institutions have $66.8M invested in Owens Realty Mortgage, Inc. in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

3% more funds holding

Funds holding: 5961 (+2)

2% less capital invested

Capital invested by funds: $68.2M → $66.8M (-$1.41M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
19
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$311K +$19.7K +1,140 +7%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$308K +$299K +17,323 New
TA
28
Teachers Advisors
New York
$299K
IOOF
29
Independent Order of Foresters
Ontario, Canada
$298K
CEP
30
Chicago Equity Partners
Illinois
$283K -$56.9K -3,292 -17%
TG
31
TCW Group
California
$280K
MAM
32
Marquette Asset Management
Minnesota
$261K +$253K +14,653 New
Charles Schwab
33
Charles Schwab
California
$259K
Bessemer Group
34
Bessemer Group
New Jersey
$219K +$140K +8,100 +193%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$204K
SHJ
36
Sharkey, Howes & Javer
Colorado
$191K
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$190K +$8.12K +470 +5%
Deutsche Bank
38
Deutsche Bank
Germany
$181K -$161K -9,309 -48%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157K +$13K +753 +9%
HA
40
Harfst & Associates
Wyoming
$134K +$131K +7,572 New
CCMH
41
Cornerstone Capital Management Holdings
New York
$127K +$71K +4,112 +133%
AIG
42
American International Group
New York
$110K +$6.91K +400 +7%
JP Morgan Chase
43
JP Morgan Chase
New York
$107K -$158K -9,123 -60%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$103K +$100K +5,801 New
Bank of America
45
Bank of America
North Carolina
$100K +$52.4K +3,032 +118%
NFA
46
Nationwide Fund Advisors
Ohio
$99K -$10.5K -610 -10%
M
47
MOTCO
Texas
$88K
ASN
48
Advisory Services Network
Georgia
$64K +$61.8K +3,579 New
UBS Group
49
UBS Group
Switzerland
$59K -$211K -12,245 -79%
Citigroup
50
Citigroup
New York
$57K -$146K -8,438 -72%

ORM Hedge Fund Activity: Q1 2017 in Review

61 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Owens Realty Mortgage, Inc. (ORM) for Q1 2017, worth a combined $66.8M — down 2.1% from $68.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ORM positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $8.42M. The largest seller was Worth Venture Partners, cutting an estimated $699K.

  • 61 institutional investors held Owens Realty Mortgage, Inc. (ORM) as of Q1 2017, up from 59 in Q4 2016.
  • Funds reported $66.8M of Owens Realty Mortgage, Inc. stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 11 funds opened new Owens Realty Mortgage, Inc. positions in Q1 2017 and 5 closed out, a net change of +6 holders.
  • The largest Owens Realty Mortgage, Inc. buyer in Q1 2017 was BlackRock, an estimated $8.42M added.
  • The largest Owens Realty Mortgage, Inc. seller in Q1 2017 was Worth Venture Partners, an estimated $699K sold.

Based on aggregated 13F filings for Q1 2017.