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Erie Indemnity

398 hedge funds and large institutions have $7.12B invested in Erie Indemnity in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $15M

74% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 119

8% more funds holding

Funds holding: 370398 (+28)

0.43% more ownership

Funds ownership: 36.98%37.41% (+0.43%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less capital invested

Capital invested by funds: $9.05B → $7.12B (-$1.92B)

Holders
398
Holders Change
+28
Holders Change %
+7.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
147
Reduced
119
Closed
47
Calls
$63.8M
Puts
$15M
Net Calls
+$48.8M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
326
Wellington Shields & Co
New York
$204K
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K
ICMP
328
Integrated Capital Management (Pennsylvania)
Pennsylvania
$200K +$448 +1 +0.2%
BC
329
Bayforest Capital
United Kingdom
$178K +$193K +432 New
CPCPP
330
Canada Post Corporation Pension Plan
Canada
$165K +$179K +400 New
QCG
331
Quadrant Capital Group
Ohio
$153K -$6.71K -15 -4%
MSA
332
MUFG Securities Americas
New York
$152K +$165K +368 New
HI
333
Horizon Investments
North Carolina
$138K -$448 -1 -0.3%
CAWM
334
Capital A Wealth Management
Pennsylvania
$124K +$134K +300 New
OAM
335
Ostrum Asset Management
France
$111K -$4.03K -9 -3%
GI
336
GAMMA Investing
California
$111K +$61.3K +137 +103%
AAM
337
Advisors Asset Management
Colorado
$108K -$94.4K -211 -45%
GRP
338
Global Retirement Partners
California
$106K -$1.79K -4 -2%
AIP
339
Ameritas Investment Partners
Nebraska
$104K
Walleye Capital
340
Walleye Capital
New York
$102K +$111K +247 New
BTI
341
Blue Trust Inc
Georgia
$93.6K +$17.9K +40 +21%
CTC
342
Central Trust Company
Missouri
$82.4K
S
343
SignatureFD
Georgia
$75.4K -$9.4K -21 -10%
VWM
344
Venturi Wealth Management
Texas
$57.3K +$57.3K +128 +1,164%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$42.9K +$26K +58 +126%
OP
346
ORG Partners
Indiana
$37.1K +$40.3K +90 New
SAM
347
Shell Asset Management
Netherlands
$35K -$23.7K -53 -39%
AF
348
Allworth Financial
California
$31.7K +$1.34K +3 +4%
Optiver Holding
349
Optiver Holding
Netherlands
$30.5K +$33.1K +74 New
RA
350
Rise Advisors
New York
$26.6K +$448 +1 +2%

ERIE Hedge Fund Activity: Q4 2024 in Review

398 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q4 2024, worth a combined $7.12B — down 21% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ERIE positions and 47 closed out — a net gain of 35 holders — while 147 added to existing stakes and 119 trimmed.

The largest buyer was Invesco, adding an estimated $91.3M. The largest seller was BlackRock, cutting an estimated $76.1M.

  • 398 institutional investors held Erie Indemnity (ERIE) as of Q4 2024, up from 370 in Q3 2024.
  • Funds reported $7.12B of Erie Indemnity stock for Q4 2024, down 21% quarter-over-quarter.
  • 82 funds opened new Erie Indemnity positions in Q4 2024 and 47 closed out, a net change of +35 holders.
  • The largest Erie Indemnity buyer in Q4 2024 was Invesco, an estimated $91.3M added.
  • The largest Erie Indemnity seller in Q4 2024 was BlackRock, an estimated $76.1M sold.

Based on aggregated 13F filings for Q4 2024.