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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
Envestnet Asset Management
276
Envestnet Asset Management
Illinois
$7K +$6.44K +448 New
Manulife (Manufacturers Life Insurance)
277
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.75K +$92.3K +6,422 +2%
MFS
278
MSI Financial Services
Massachusetts
$4K – – –
JAM
279
Jolley Asset Management
North Carolina
$3K -$1.01M -70,000 -100%
HNB
280
Huntington National Bank
Ohio
$3K – – –
YL
281
YCG LLC
Texas
$3K – – –
FANJ
282
Financial Architects (New Jersey)
New Jersey
$3K +$3.02K +210 New
PMFA
283
Plante Moran Financial Advisors
Michigan
$2K – – –
TWA
284
TCI Wealth Advisors
Arizona
$1K – – –
GC
285
Globeflex Capital
California
$1K +$1.12K +78 New
NES
286
New England Securities
New York
$1K +$1.4K +97 New
UB
287
UMB Bank
Missouri
$322 – – –
HCM
288
Highbridge Capital Management
New York
– -$11.9M -921,917 Closed
KCM
289
Kingstown Capital Management
New York
– -$5.02M -390,000 Closed
Two Sigma Investments
290
Two Sigma Investments
New York
– -$3.54M -275,300 Closed
SCM
291
Schneider Capital Management
Pennsylvania
– -$2.44M -189,410 Closed
GIM
292
Guild Investment Management
California
– -$1.78M -138,230 Closed
SFM
293
Systematic Financial Management
New Jersey
– -$1.5M -116,236 Closed
DCM
294
Dynamic Capital Management
Jersey
– -$808K -62,750 Closed
CEP
295
Chicago Equity Partners
Illinois
– -$720K -56,000 Closed
PP
296
Paloma Partners
Connecticut
– -$587K -45,592 Closed
MA
297
MUFG Americas
New York
– -$457K -35,492 Closed
NCCM
298
Nine Chapters Capital Management
New Jersey
– -$391K -30,400 Closed
T
299
TradeWorx
New Jersey
– -$359K -27,911 Closed
BIM
300
Bogle Investment Management
Massachusetts
– -$330K -25,709 Closed
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.