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ITIC

Investors Title Co

64 hedge funds and large institutions have $111M invested in Investors Title Co in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $94.7M → $111M (+$16M)

3% more funds holding

Funds holding: 6264 (+2)

0.04% more ownership

Funds ownership: 38.56%38.6% (+0.04%)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Markel Group
Virginia
$32.2M
BlackRock
2
BlackRock
New York
$16M -$553K -3,600 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.8M +$58.3K +379 +0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.1M +$59.8K +389 +0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.91M +$164K +1,064 +4%
State Street
6
State Street
Massachusetts
$3.63M +$4.3K +28 +0.1%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.19M
Wells Fargo
8
Wells Fargo
California
$2.59M +$15.1K +98 +0.6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.95M +$4.3K +28 +0.2%
Morgan Stanley
10
Morgan Stanley
New York
$1.95M -$53.8K -350 -3%
Northern Trust
11
Northern Trust
Illinois
$1.9M -$46.1K -300 -2%
Goldman Sachs
12
Goldman Sachs
New York
$1.59M -$76.1K -495 -5%
OC
13
Oppenheimer & Co
New York
$1.37M -$3.38K -22 -0.2%
BCM
14
Bridgeway Capital Management
Texas
$1.34M -$29.2K -190 -2%
WCM
15
Wallace Capital Management
Texas
$1.1M +$14.6K +95 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.06M -$21.8K -142 -2%
Truist Financial
17
Truist Financial
North Carolina
$982K
BPA
18
Beacon Pointe Advisors
California
$965K
Bank of America
19
Bank of America
North Carolina
$954K +$2.92K +19 +0.3%
Charles Schwab
20
Charles Schwab
California
$833K
GIA
21
GHP Investment Advisors
Colorado
$628K -$5.07K -33 -0.8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$604K
RC
23
RBF Capital
California
$604K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$555K -$27.4K -178 -5%
SO
25
STRS Ohio
Ohio
$528K

ITIC Hedge Fund Activity: Q1 2023 in Review

64 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Investors Title Co (ITIC) for Q1 2023, worth a combined $111M — up 17% from $94.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ITIC positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 20 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $512K. The largest seller was Invesco, exiting entirely with an estimated $691K sold.

  • 64 institutional investors held Investors Title Co (ITIC) as of Q1 2023, up from 62 in Q4 2022.
  • Funds reported $111M of Investors Title Co stock for Q1 2023, up 17% quarter-over-quarter.
  • 8 funds opened new Investors Title Co positions in Q1 2023 and 6 closed out, a net change of +2 holders.
  • The largest Investors Title Co buyer in Q1 2023 was Franklin Resources, an estimated $512K added.
  • The largest Investors Title Co seller in Q1 2023 was Invesco, an estimated $691K sold.

Based on aggregated 13F filings for Q1 2023.