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Old Republic International

357 hedge funds and large institutions have $3.9B invested in Old Republic International in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $4.14M | Put options by funds: $2.31M

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more capital invested

Capital invested by funds: $3.5B → $3.9B (+$397M)

1.35% more ownership

Funds ownership: 71.03%72.38% (+1.4%)

1% more funds holding

Funds holding: 353357 (+4)

3% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 130

Holders
357
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
8.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
41
Increased
126
Reduced
130
Closed
31
Calls
$4.14M
Puts
$2.31M
Net Calls
+$1.82M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
351
TCI Wealth Advisors
Arizona
$3K
CS
352
Credential Securities
$2.38K
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$2K -$1.01M -49,800 -100%
ACS
354
Archford Capital Strategies
Illinois
$1K
BWM
355
Baystate Wealth Management
Massachusetts
$1K +$202 +10 New
SLF
356
Sun Life Financial
Ontario, Canada
$100 +$40 +2 New
Lord, Abbett & Co
357
Lord, Abbett & Co
New Jersey
-$10.2M -538,700 Closed
RIM
358
Rainier Investment Management
Washington
-$7.02M -369,760 Closed
OCA
359
Otter Creek Advisors
Florida
-$6.94M -365,358 Closed
BPM
360
Bowling Portfolio Management
Ohio
-$4.76M -250,541 Closed
SAM
361
Symphony Asset Management
California
-$3.97M -209,144 Closed
GIA
362
Gargoyle Investment Advisor
New Jersey
-$2.62M -137,615 Closed
VIA
363
Vident Investment Advisory
Georgia
-$2.19M -115,239 Closed
SEC
364
Seven Eight Capital
New York
-$1.76M -92,900 Closed
SFM
365
Systematic Financial Management
New Jersey
-$1.71M -89,840 Closed
JCM
366
Jag Capital Management
Missouri
-$1.45M -76,115 Closed
MC
367
Menta Capital
California
-$1.27M -66,700 Closed
WCM Investment Management
368
WCM Investment Management
California
-$889K -46,765 Closed
LNWWM
369
Laird Norton Wetherby Wealth Management
California
-$378K -19,858 Closed
IRF
370
IBM Retirement Fund
New York
-$360K -18,962 Closed
CIM
371
Calvert Investment Management
Maryland
-$332K -17,466 Closed
KA
372
Kovack Advisors
Florida
-$304K -15,866 Closed
RA
373
Rational Advisors
New York
-$285K -15,000 Closed
HIMCH
374
Hartford Investment Management Co (HIMCO)
Connecticut
-$205K -10,790 Closed
PG
375
PEAK6 Group
Illinois
-$155K -7,678 Closed

ORI Hedge Fund Activity: Q1 2017 in Review

357 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Old Republic International (ORI) for Q1 2017, worth a combined $3.9B — up 11% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ORI positions and 31 closed out — a net gain of 10 holders — while 126 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $473M. The largest seller was First Manhattan, cutting an estimated $47.4M.

  • 357 institutional investors held Old Republic International (ORI) as of Q1 2017, up from 353 in Q4 2016.
  • Funds reported $3.9B of Old Republic International stock for Q1 2017, up 11% quarter-over-quarter.
  • 41 funds opened new Old Republic International positions in Q1 2017 and 31 closed out, a net change of +10 holders.
  • The largest Old Republic International buyer in Q1 2017 was BlackRock, an estimated $473M added.
  • The largest Old Republic International seller in Q1 2017 was First Manhattan, an estimated $47.4M sold.

Based on aggregated 13F filings for Q1 2017.