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Old Republic International
ORI

287 hedge funds and large institutions have $2.95B invested in Old Republic International in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

18% more capital invested

Capital invested by funds: $2.49B → $2.95B (+$458M)

7% more funds holding

Funds holding: 268 → 287 (+19)

3% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 94

1% more call options, than puts

Call options by funds: $336K | Put options by funds: $332K

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.3% less ownership

Funds ownership: 74.27% → 73.97% (-0.3%)

Holders
287
Holders Change
+19
Holders Change %
+7.09%
% of All Funds
9.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
45
Increased
97
Reduced
94
Closed
24
Calls
$336K
Puts
$332K
Net Calls
+$4K
Net Calls Change
+$189K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$65.4M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$20.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.29M
4
GCC
Guardian Capital (Canada)
Ontario, Canada
+$7.92M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.1M
2
CCM
Corsair Capital Management
New York
-$18.8M
3
TGI
Tradewinds Global Investors
California
-$17M
4
Renaissance Technologies
Renaissance Technologies
New York
-$16.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
251
SignatureFD
Georgia
$82K +$4.92K +342 +7%
BRWA
252
B. Riley Wealth Advisors
Florida
$76K +$70.8K +4,925 New
WT
253
Whittier Trust
California
$64K – – –
BFEC
254
Benjamin F. Edwards & Company
Missouri
$47K +$187 +13 +0.4%
BPBT
255
Boston Private Bank & Trust
Massachusetts
$38K – – –
PTC
256
Private Trust Company
Ohio
$31K – – –
LTFS
257
Ladenburg Thalmann Financial Services
Florida
$30K -$1.32K -92 -5%
WA
258
WFG Advisors
Texas
$29K +$15.5K +1,081 +136%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$22K +$3.35K +233 +20%
BJ
260
BlackRock Japan
Japan
$22K +$20.5K +1,426 New
IRS
261
Invictus RG (Singapore)
Singapore
$22K +$20.9K +1,452 New
AC
262
Alexandria Capital
Virginia
$21K – – –
CTC
263
Central Trust Company
Missouri
$21K +$14.4K +1,000 +250%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$19K -$11.5K -798 -40%
HCM
265
Highlander Capital Management
New Jersey
$15.4K -$35.9K -2,500 -71%
PC
266
Polar Capital
United Kingdom
$15.4K – – –
JIC
267
Joel Isaacson & Co
New York
$15K – – –
IMS
268
Index Management Solutions
Pennsylvania
$15K +$13.8K +962 New
DADC
269
D.A. Davidson & Co
Montana
$15K +$14.4K +1,000 New
TRCT
270
Tower Research Capital (TRC)
New York
$12K +$3.98K +277 +52%
Creative Planning
271
Creative Planning
Kansas
$12K +$10.2K +712 +838%
HDIM
272
Hanson & Doremus Investment Management
Vermont
$12K +$10.8K +750 New
FNBT
273
FineMark National Bank & Trust
Florida
$10K – – –
WTC
274
WhitTier Trust Company
Nevada
$9K – – –
PCM
275
Prelude Capital Management
New York
$8K +$7.19K +500 New
9 10
11
12 13

ORI Hedge Fund Activity: Q3 2013 in Review

287 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Old Republic International (ORI) for Q3 2013, worth a combined $2.95B — up 18% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ORI positions and 24 closed out — a net gain of 21 holders — while 97 added to existing stakes and 94 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $65.4M. The largest seller was Morgan Stanley, cutting an estimated $26.1M.

  • 287 institutional investors held Old Republic International (ORI) as of Q3 2013, up from 268 in Q2 2013.
  • Funds reported $2.95B of Old Republic International stock for Q3 2013, up 18% quarter-over-quarter.
  • 45 funds opened new Old Republic International positions in Q3 2013 and 24 closed out, a net change of +21 holders.
  • The largest Old Republic International buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $65.4M added.
  • The largest Old Republic International seller in Q3 2013 was Morgan Stanley, an estimated $26.1M sold.

Based on aggregated 13F filings for Q3 2013.