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Old Republic International

401 hedge funds and large institutions have $3.7B invested in Old Republic International in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 138 increasing their positions, 150 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $2.77M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more capital invested

Capital invested by funds: $3.61B → $3.7B (+$91.8M)

8% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 150

3.08% less ownership

Funds ownership: 77.82%74.74% (-3.1%)

4% less funds holding

Funds holding: 418401 (-17)

24% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 63

Holders
401
Holders Change
-17
Holders Change %
-4.07%
% of All Funds
8.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
138
Reduced
150
Closed
63
Calls
$4.23M
Puts
$2.77M
Net Calls
+$1.46M
Net Calls Change
+$897K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
326
Geneos Wealth Management
Colorado
$48K
CTC
327
Central Trust Company
Missouri
$40K
CG
328
Cutler Group
California
$40K +$34.4K +2,179 +679%
Bessemer Group
329
Bessemer Group
New Jersey
$39K -$846K -53,585 -96%
VFA
330
Valeo Financial Advisors
Indiana
$37K -$15.6K -986 -31%
WT
331
Whittier Trust
California
$37K
AIL
332
AGF Investments LLC
Ontario, Canada
$34K -$853K -54,046 -96%
SFPG
333
Stonebridge Financial Planning Group
Florida
$33K -$7.63K -483 -19%
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$33K
WT
335
Washington Trust
Rhode Island
$26K -$11.9K -751 -32%
FMT
336
First Mercantile Trust
Tennessee
$26K -$1.39K -88 -5%
M
337
MOTCO
Texas
$26K
EP
338
Eudaimonia Partners
Tennessee
$25K -$1.47K -93 -6%
ST
339
Smithfield Trust
Pennsylvania
$24K +$7.89K +500 +50%
CIA
340
CSat Investment Advisory
Michigan
$22K +$7.53K +477 +54%
RCG
341
Ruggie Capital Group
Florida
$20K +$237 +15 +1%
FWM
342
FSA Wealth Management
Massachusetts
$19K
PO
343
Private Ocean
California
$19K
RIM
344
Rockbridge Investment Management
New York
$18K +$17.4K +1,100 New
TF
345
TimeScale Financial
Massachusetts
$17K +$205 +13 +1%
OPS
346
Orion Portfolio Solutions
Nebraska
$17K +$7.86K +498 +88%
BAM
347
Bellevue Asset Management
Washington
$16K
CHA
348
Carmichael Hill & Associates
Maryland
$16K +$189 +12 +1%
Schroder Investment Management Group
349
Schroder Investment Management Group
United Kingdom
$16K +$15.3K +968 New
Lazard Asset Management
350
Lazard Asset Management
New York
$14K -$30.5K -1,931 -69%

ORI Hedge Fund Activity: Q2 2020 in Review

401 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Old Republic International (ORI) for Q2 2020, worth a combined $3.7B — up 2.5% from $3.61B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of ORI and 48 opened new positions — a net loss of 15 holders — while 150 trimmed existing stakes and 138 added.

The largest buyer was Fidelity Investments, adding an estimated $87.6M. The largest seller was Victory Capital Management, cutting an estimated $94.4M.

  • 401 institutional investors held Old Republic International (ORI) as of Q2 2020, down from 418 in Q1 2020.
  • Funds reported $3.7B of Old Republic International stock for Q2 2020, up 2.5% quarter-over-quarter.
  • 48 funds opened new Old Republic International positions in Q2 2020 and 63 closed out, a net change of -15 holders.
  • The largest Old Republic International buyer in Q2 2020 was Fidelity Investments, an estimated $87.6M added.
  • The largest Old Republic International seller in Q2 2020 was Victory Capital Management, an estimated $94.4M sold.

Based on aggregated 13F filings for Q2 2020.