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Erie Indemnity
ERIE

317 hedge funds and large institutions have $6.77B invested in Erie Indemnity in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more call options, than puts

Call options by funds: $46M | Put options by funds: $8.19M

70% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 30

20% more capital invested

Capital invested by funds: $5.65B → $6.77B (+$1.12B)

6% more funds holding

Funds holding: 298 → 317 (+19)

0.05% more ownership

Funds ownership: 36.54% → 36.59% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 109

Holders
317
Holders Change
+19
Holders Change %
+6.38%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
105
Reduced
109
Closed
30
Calls
$46M
Puts
$8.19M
Net Calls
+$37.8M
Net Calls Change
+$19.4M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$141M
2
Invesco
Invesco
Georgia
+$52.6M
3
ProShare Advisors
ProShare Advisors
Maryland
+$32.1M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$19M
5
FPCG
Fort Pitt Capital Group
Pennsylvania
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$73.8M
2
Morgan Stanley
Morgan Stanley
New York
-$47M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$22.7M
4
Millennium Management
Millennium Management
New York
-$17M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
101
American Century Companies
Missouri
$2.57M +$306K +833 +15%
AM
102
AGF Management
Ontario, Canada
$2.52M -$1.13M -3,067 -33%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$2.51M +$6.99K +19 +0.3%
BAMF
104
BI Asset Management Fondsmaeglerselskab
Denmark
$2.48M +$2.06M +5,596 +977%
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$2.48M -$1.04M -2,826 -31%
OTPPB
106
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.33M -$11K -30 -0.5%
Pacer Advisors
107
Pacer Advisors
Pennsylvania
$2.3M +$744K +2,023 +55%
NMIMC
108
Northwestern Mutual Investment Management Company
Wisconsin
$2.23M +$5.52K +15 +0.3%
COPPSERS
109
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.22M +$4.78K +13 +0.2%
AIP
110
Ameritas Investment Partners
Nebraska
$2.21M – – –
Skandinaviska Enskilda Banken (SEB)
111
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.2M +$187K +508 +10%
Handelsbanken Fonder
112
Handelsbanken Fonder
Sweden
$2.19M – – –
KAS
113
Kestra Advisory Services
Texas
$2.18M -$52.2K -142 -3%
II
114
IFM Investors
Australia
$2.14M +$1.96M +5,317 New
BAAM
115
Baker Avenue Asset Management
California
$2.09M +$22.4K +61 +1%
FAF
116
Första AP-fonden
Sweden
$2.05M +$1.88M +5,100 New
NMERB
117
New Mexico Educational Retirement Board
New Mexico
$2.05M – – –
VA
118
Vident Advisory
Georgia
$2.04M +$1.45M +3,929 +345%
Pathstone Holdings
119
Pathstone Holdings
New Jersey
$1.99M +$18.8K +51 +1%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$1.98M +$103K +279 +6%
IMRF
121
Illinois Municipal Retirement Fund
Illinois
$1.94M – – –
BCIM
122
Bishop & Co Investment Management
Pennsylvania
$1.9M – – –
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$1.86M -$4.9M -13,308 -74%
RB
124
Rodgers Brothers
Pennsylvania
$1.81M -$18.4K -50 -1%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$1.81M -$130K -354 -7%
3 4
5
6 7

ERIE Hedge Fund Activity: Q1 2024 in Review

317 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q1 2024, worth a combined $6.77B — up 20% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ERIE positions and 30 closed out — a net gain of 21 holders — while 105 added to existing stakes and 109 trimmed.

The largest buyer was State Street, adding an estimated $141M. The largest seller was First Trust Advisors, cutting an estimated $73.8M.

  • 317 institutional investors held Erie Indemnity (ERIE) as of Q1 2024, up from 298 in Q4 2023.
  • Funds reported $6.77B of Erie Indemnity stock for Q1 2024, up 20% quarter-over-quarter.
  • 51 funds opened new Erie Indemnity positions in Q1 2024 and 30 closed out, a net change of +21 holders.
  • The largest Erie Indemnity buyer in Q1 2024 was State Street, an estimated $141M added.
  • The largest Erie Indemnity seller in Q1 2024 was First Trust Advisors, an estimated $73.8M sold.

Based on aggregated 13F filings for Q1 2024.