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ORM

Owens Realty Mortgage, Inc.
ORM

Delisted

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

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17 hedge funds and large institutions have $14.3M invested in Owens Realty Mortgage, Inc. in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more capital invested

Capital invested by funds: $4.05M → $14.3M (+$10.3M)

55% more funds holding

Funds holding: 11 → 17 (+6)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCH
Freestone Capital Holdings
Washington
+$5.47M
2
NCM
Nantahala Capital Management
Connecticut
+$3.58M
3
CCA
Catalyst Capital Advisors
New York
+$832K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$560K
5
TCM
Telos Capital Management
California
+$341K

Top Sellers

Rank Fund Capital Flow
1
M
MOTCO
Texas
-$122K
2
Wells Fargo
Wells Fargo
California
-$79.6K
3
U
UBS
Switzerland
-$44K
4
VKH
Virtu KCG Holdings
New York
-$41.6K
5
Bank of America
Bank of America
North Carolina
-$33.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
1
Freestone Capital Holdings
Washington
$7.75M +$5.47M +440,264 +221%
NCM
2
Nantahala Capital Management
Connecticut
$3.49M +$3.58M +287,969 New
CCA
3
Catalyst Capital Advisors
New York
$824K +$832K +66,990 +6,699%
Vanguard Group
4
Vanguard Group
Pennsylvania
$546K +$560K +45,034 New
TCM
5
Telos Capital Management
California
$332K +$341K +27,418 New
MBTD
6
Mechanics Bank - Trust Department
California
$282K – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$236K +$857 +69 +0.4%
Morgan Stanley
8
Morgan Stanley
New York
$153K +$19.5K +1,566 +14%
VKH
9
Virtu KCG Holdings
New York
$139K -$41.6K -3,350 -23%
Bank of America
10
Bank of America
North Carolina
$137K -$33.9K -2,729 -19%
M
11
MOTCO
Texas
$120K -$122K -9,800 -50%
U
12
UBS
Switzerland
$99K -$44K -3,539 -30%
CCS
13
Crosspoint Capital Strategies
California
$88K +$73K +5,876 New
PCM
14
Prelude Capital Management
New York
$48K +$49.6K +3,990 New
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K – – –
Wells Fargo
16
Wells Fargo
California
$26K -$79.6K -6,402 -75%
Deutsche Bank
17
Deutsche Bank
Germany
– +$137 +11 New

ORM Hedge Fund Activity: Q4 2013 in Review

17 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Owens Realty Mortgage, Inc. (ORM) for Q4 2013, worth a combined $14.3M — up 254% from $4.05M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ORM positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Freestone Capital Holdings, adding an estimated $5.47M. The largest seller was MOTCO, cutting an estimated $122K.

  • 17 institutional investors held Owens Realty Mortgage, Inc. (ORM) as of Q4 2013, up from 11 in Q3 2013.
  • Funds reported $14.3M of Owens Realty Mortgage, Inc. stock for Q4 2013, up 254% quarter-over-quarter.
  • 6 funds opened new Owens Realty Mortgage, Inc. positions in Q4 2013 and 0 closed out, a net change of +6 holders.
  • The largest Owens Realty Mortgage, Inc. buyer in Q4 2013 was Freestone Capital Holdings, an estimated $5.47M added.
  • The largest Owens Realty Mortgage, Inc. seller in Q4 2013 was MOTCO, an estimated $122K sold.

Based on aggregated 13F filings for Q4 2013.