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Old Republic International

490 hedge funds and large institutions have $5.14B invested in Old Republic International in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 147 increasing their positions, 187 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more call options, than puts

Call options by funds: $6.43M | Put options by funds: $1.15M

7% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 45

1% more funds holding

Funds holding: 487490 (+3)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.4% less ownership

Funds ownership: 70.76%70.36% (-0.4%)

2% less capital invested

Capital invested by funds: $5.24B → $5.14B (-$104M)

21% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 187

Holders
490
Holders Change
+3
Holders Change %
+0.62%
% of All Funds
7.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
147
Reduced
187
Closed
45
Calls
$6.43M
Puts
$1.15M
Net Calls
+$5.28M
Net Calls Change
+$398K
Name Holding Trade Value Shares
Change
Change in
Stake
WG
276
Winton Group
United Kingdom
$459K -$2.39M -95,454 -84%
CCM
277
Coldstream Capital Management
Washington
$458K +$20.9K +836 +5%
FPAS
278
Focus Partners Advisor Solutions
Missouri
$456K +$453K +18,103 New
I
279
InceptionR
California
$454K +$452K +18,037 New
SGI
280
Summit Global Investments
Utah
$443K -$452K -18,027 -51%
SFI
281
SPC Financial Inc
Maryland
$434K +$19.4K +775 +5%
ECM
282
Evergreen Capital Management
Washington
$432K +$195K +7,797 +83%
Los Angeles Capital Management
283
Los Angeles Capital Management
California
$430K
IPW
284
Inlet Private Wealth
Florida
$428K
BRWA
285
B. Riley Wealth Advisors
Florida
$426K -$122K -4,881 -22%
LFAS
286
Level Four Advisory Services
Texas
$421K -$57.2K -2,283 -12%
Mitsubishi UFJ Asset Management
287
Mitsubishi UFJ Asset Management
Japan
$420K -$6.56K -262 -2%
YIH
288
Y-Intercept (HK)
Hong Kong
$418K -$177K -7,067 -30%
CP
289
Camelot Portfolios
Ohio
$415K -$32K -1,277 -7%
EAM
290
Erste Asset Management
Austria
$407K
Assenagon Asset Management
291
Assenagon Asset Management
Luxembourg
$403K +$401K +15,992 New
FG
292
Foster Group
Iowa
$399K +$2.83K +113 +0.7%
FNT
293
First National Trust
Pennsylvania
$394K
MCM
294
MAI Capital Management
Ohio
$392K -$42.4K -1,691 -10%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$390K -$8.94K -357 -2%
ABLA
296
Alan B. Lancz & Associates
Ohio
$389K
FHB
297
First Hawaiian Bank
Hawaii
$388K +$16.5K +657 +4%
Mercer Global Advisors
298
Mercer Global Advisors
Colorado
$383K +$39.3K +1,571 +12%
RCG
299
Resource Consulting Group
Florida
$371K +$369K +14,746 New
UB
300
UMB Bank
Missouri
$370K

ORI Hedge Fund Activity: Q2 2023 in Review

490 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Old Republic International (ORI) for Q2 2023, worth a combined $5.14B — down 2% from $5.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ORI positions and 45 closed out — a net gain of 3 holders — while 147 added to existing stakes and 187 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $28.2M. The largest seller was State Street, cutting an estimated $46.4M.

  • 490 institutional investors held Old Republic International (ORI) as of Q2 2023, up from 487 in Q1 2023.
  • Funds reported $5.14B of Old Republic International stock for Q2 2023, down 2% quarter-over-quarter.
  • 48 funds opened new Old Republic International positions in Q2 2023 and 45 closed out, a net change of +3 holders.
  • The largest Old Republic International buyer in Q2 2023 was GW&K Investment Management, an estimated $28.2M added.
  • The largest Old Republic International seller in Q2 2023 was State Street, an estimated $46.4M sold.

Based on aggregated 13F filings for Q2 2023.