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ORM

Owens Realty Mortgage, Inc.
ORM

Delisted

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

53 hedge funds and large institutions have $72M invested in Owens Realty Mortgage, Inc. in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

8% more capital invested

Capital invested by funds: $66.5M → $72M (+$5.46M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 5853 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
22
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IOOF
26
Independent Order of Foresters
Ontario, Canada
$305K
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$299K -$22.5K -1,300 -7%
CCMH
28
Cornerstone Capital Management Holdings
New York
$294K +$70.9K +4,100 +34%
MAM
29
Marquette Asset Management
Minnesota
$292K
Charles Schwab
30
Charles Schwab
California
$265K
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$264K -$48.4K -2,800 -16%
Bessemer Group
32
Bessemer Group
New Jersey
$224K
JMPWA
33
JP Morgan Private Wealth Advisors
California
$208K
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$202K +$519 +30 +0.3%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202K +$178K +10,316 +1,372%
SHJ
36
Sharkey, Howes & Javer
Colorado
$198K
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$162K
AIG
38
American International Group
New York
$122K +$8.67K +501 +8%
NFA
39
Nationwide Fund Advisors
Ohio
$101K
M
40
MOTCO
Texas
$90K
ASN
41
Advisory Services Network
Georgia
$65K
UBS Group
42
UBS Group
Switzerland
$65K +$11.7K +678 +23%
SO
43
STRS Ohio
Ohio
$58K
Legal & General Group
44
Legal & General Group
United Kingdom
$44K
Bank of America
45
Bank of America
North Carolina
$36K +$8.27K +478 +32%
Citigroup
46
Citigroup
New York
$28K +$25.1K +1,451 +1,356%
GAM
47
Gemmer Asset Management
California
$18K
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$17K
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$17K +$15.7K +907 +2,519%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$16.3K -$675 -39 -4%

ORM Hedge Fund Activity: Q3 2017 in Review

53 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Owens Realty Mortgage, Inc. (ORM) for Q3 2017, worth a combined $72M — up 8.2% from $66.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ORM and 1 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 22 added.

The largest buyer was Sorin Capital Management, adding an estimated $2.26M. The largest seller was Precept Management, exiting entirely with an estimated $1.15M sold.

  • 53 institutional investors held Owens Realty Mortgage, Inc. (ORM) as of Q3 2017, down from 58 in Q2 2017.
  • Funds reported $72M of Owens Realty Mortgage, Inc. stock for Q3 2017, up 8.2% quarter-over-quarter.
  • 1 fund opened new Owens Realty Mortgage, Inc. positions in Q3 2017 and 6 closed out, a net change of -5 holders.
  • The largest Owens Realty Mortgage, Inc. buyer in Q3 2017 was Sorin Capital Management, an estimated $2.26M added.
  • The largest Owens Realty Mortgage, Inc. seller in Q3 2017 was Precept Management, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2017.