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Old Republic International

429 hedge funds and large institutions have $5.2B invested in Old Republic International in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 135 increasing their positions, 146 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 34

88% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $1.27M

6% more funds holding

Funds holding: 404429 (+25)

0.38% more ownership

Funds ownership: 76.39%76.77% (+0.38%)

4% less capital invested

Capital invested by funds: $5.44B → $5.2B (-$240M)

8% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
429
Holders Change
+25
Holders Change %
+6.19%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
69
Increased
135
Reduced
146
Closed
34
Calls
$2.39M
Puts
$1.27M
Net Calls
+$1.12M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
351
Twin Tree Management
Texas
$63K +$64.2K +2,819 New
AP
352
Arlington Partners
Alabama
$61K
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$57K
CTC
354
Central Trust Company
Missouri
$54K -$4.1K -180 -7%
WT
355
Whittier Trust
California
$51K
CFG
356
Citizens Financial Group
Rhode Island
$46K +$46.7K +2,050 New
PFGIA
357
Patriot Financial Group Insurance Agency
Massachusetts
$45K
IFAM
358
Institutional & Family Asset Management
Colorado
$41K -$1.94K -85 -4%
GWM
359
Geneos Wealth Management
Colorado
$41K
AssetMark Inc
360
AssetMark Inc
California
$38K -$933 -41 -2%
M
361
MOTCO
Texas
$36K +$36.4K +1,600 New
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$34K -$7.35K -323 -18%
FCA
363
FinTrust Capital Advisors
South Carolina
$32K
RFM
364
Royal Fund Management
Florida
$31K
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$30K +$25.3K +1,110 +541%
FL
366
Fort LP
Maryland
$29K +$29.7K +1,303 New
PO
367
Private Ocean
California
$27K
RCG
368
Ruggie Capital Group
Florida
$27K +$27.7K +1,216 New
ST
369
Smithfield Trust
Pennsylvania
$26K -$15.9K -700 -37%
FWM
370
FSA Wealth Management
Massachusetts
$26K +$26.1K +1,145 New
TRCT
371
Tower Research Capital (TRC)
New York
$23K -$79.5K -3,491 -77%
TF
372
TimeScale Financial
Massachusetts
$23K
FGAM
373
Financial Gravity Asset Management
Texas
$22K -$296 -13 -10%
CHA
374
Carmichael Hill & Associates
Maryland
$22K +$21.9K +962 New
BAM
375
Bellevue Asset Management
Washington
$22K +$22.8K +1,000 New

ORI Hedge Fund Activity: Q4 2019 in Review

429 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Old Republic International (ORI) for Q4 2019, worth a combined $5.2B — down 4.4% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ORI positions and 34 closed out — a net gain of 35 holders — while 135 added to existing stakes and 146 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $86.8M. The largest seller was AllianceBernstein, cutting an estimated $44.3M.

  • 429 institutional investors held Old Republic International (ORI) as of Q4 2019, up from 404 in Q3 2019.
  • Funds reported $5.2B of Old Republic International stock for Q4 2019, down 4.4% quarter-over-quarter.
  • 69 funds opened new Old Republic International positions in Q4 2019 and 34 closed out, a net change of +35 holders.
  • The largest Old Republic International buyer in Q4 2019 was Fidelity Investments, an estimated $86.8M added.
  • The largest Old Republic International seller in Q4 2019 was AllianceBernstein, an estimated $44.3M sold.

Based on aggregated 13F filings for Q4 2019.