We are live on ! Find out more
ORM

Owens Realty Mortgage, Inc.
ORM

Delisted

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

19 hedge funds and large institutions have $21.7M invested in Owens Realty Mortgage, Inc. in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

51% more capital invested

Capital invested by funds: $14.3M → $21.7M (+$7.35M)

12% more funds holding

Funds holding: 1719 (+2)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
1
Freestone Capital Holdings
Washington
$11M +$1.53M +106,063 +17%
NCM
2
Nantahala Capital Management
Connecticut
$6.1M +$1.81M +125,518 +44%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1M +$333K +23,085 +51%
CCA
4
Catalyst Capital Advisors
New York
$1M
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$526K +$505K +35,000 New
Renaissance Technologies
6
Renaissance Technologies
New York
$466K +$456K +31,600 New
MBTD
7
Mechanics Bank - Trust Department
California
$343K
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$246K -$40.7K -2,822 -14%
WS
9
Wedbush Securities
California
$209K +$204K +14,174 New
Morgan Stanley
10
Morgan Stanley
New York
$175K -$11.5K -800 -6%
M
11
MOTCO
Texas
$145K
GAM
12
Gemmer Asset Management
California
$105K +$103K +7,111 New
CCS
13
Crosspoint Capital Strategies
California
$87K
U
14
UBS
Switzerland
$85K -$35.6K -2,470 -30%
PCM
15
Prelude Capital Management
New York
$59K
LWCFA
16
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K
Wells Fargo
17
Wells Fargo
California
$32K
Bank of America
18
Bank of America
North Carolina
$18K -$146K -10,109 -89%
Deutsche Bank
19
Deutsche Bank
Germany
$8K +$8.49K +589 +5,355%
TCM
20
Telos Capital Management
California
-$332K -27,418 Closed
VKH
21
Virtu KCG Holdings
New York
-$139K -11,483 Closed

ORM Hedge Fund Activity: Q1 2014 in Review

19 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Owens Realty Mortgage, Inc. (ORM) for Q1 2014, worth a combined $21.7M — up 51% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ORM positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $1.81M. The largest seller was Telos Capital Management, exiting entirely with an estimated $332K sold.

  • 19 institutional investors held Owens Realty Mortgage, Inc. (ORM) as of Q1 2014, up from 17 in Q4 2013.
  • Funds reported $21.7M of Owens Realty Mortgage, Inc. stock for Q1 2014, up 51% quarter-over-quarter.
  • 4 funds opened new Owens Realty Mortgage, Inc. positions in Q1 2014 and 2 closed out, a net change of +2 holders.
  • The largest Owens Realty Mortgage, Inc. buyer in Q1 2014 was Nantahala Capital Management, an estimated $1.81M added.
  • The largest Owens Realty Mortgage, Inc. seller in Q1 2014 was Telos Capital Management, an estimated $332K sold.

Based on aggregated 13F filings for Q1 2014.