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, 106 increasing their positions, 108 reducing their positions, and 30 closing their positions.
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
21% more capital invested
Capital invested by funds: $5.6B → $6.77B (+$1.17B)
6% more funds holding
Funds holding: 298 → 317 (+19)
0.34% more ownership
Funds ownership: 36.25% → 36.59% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$141M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$52.6M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$32.1M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$19M |
| 5 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$73.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$22.7M |
| 3 |
Millennium Management
New York
|
-$17M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.1M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$14M |
ERIE Hedge Fund Activity: Q1 2024 in Review
317 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q1 2024, worth a combined $6.77B — up 21% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new ERIE positions and 30 closed out — a net gain of 21 holders — while 106 added to existing stakes and 108 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 21% 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.