Erie Indemnity
ERIE
229 hedge funds and large institutions have $3.73B invested in Erie Indemnity in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 81 reducing their positions, and 22 closing their positions.
2,618% more call options, than puts
Call options by funds: $598K | Put options by funds: $22K
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
1% more funds holding
Funds holding: 227 → 229 (+2)
0.32% more ownership
Funds ownership: 36.4% → 36.71% (+0.32%)
2% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 81
10% less capital invested
Capital invested by funds: $4.13B → $3.73B (-$392M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Columbia Asset Management
Ann Arbor,
Michigan
|
+$27.2M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$26.7M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$16.3M |
| 4 |
Millennium Management
New York
|
+$15.9M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
-$35.1M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$22.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.6M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$7.88M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.59M |
ERIE Hedge Fund Activity: Q1 2021 in Review
229 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q1 2021, worth a combined $3.73B — down 9.5% from $4.13B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ERIE positions and 22 closed out — a net gain of 3 holders — while 79 added to existing stakes and 81 trimmed.
The largest buyer was Columbia Asset Management, adding an estimated $27.2M. The largest seller was Atlantic Union Bankshares, exiting entirely with an estimated $35.1M sold.
- 229 institutional investors held Erie Indemnity (ERIE) as of Q1 2021, up from 227 in Q4 2020.
- Funds reported $3.73B of Erie Indemnity stock for Q1 2021, down 9.5% quarter-over-quarter.
- 25 funds opened new Erie Indemnity positions in Q1 2021 and 22 closed out, a net change of +3 holders.
- The largest Erie Indemnity buyer in Q1 2021 was Columbia Asset Management, an estimated $27.2M added.
- The largest Erie Indemnity seller in Q1 2021 was Atlantic Union Bankshares, an estimated $35.1M sold.
Based on aggregated 13F filings for Q1 2021.