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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
NIMC
351
NWQ Investment Management Company
California
$13.4K +$1.51M +95,621 +13%
AF
352
Advisornet Financial
Minnesota
$13K -$3.16K -200 -20%
JCM
353
Jacobi Capital Management
Pennsylvania
$12K
MLFP
354
MPS Loria Financial Planners
Illinois
$12K +$11.2K +710 New
FHA
355
Flagship Harbor Advisors
Massachusetts
$11K +$4.01K +254 +56%
QT
356
Quantbot Technologies
New York
$11K +$11.2K +708 New
WOC
357
West Oak Capital
California
$10K
WTC
358
WhitTier Trust Company
Nevada
$10K
BWM
359
BerganKDV Wealth Management
Minnesota
$10K +$1.55K +98 +19%
BCA
360
Berman Capital Advisors
Georgia
$9K +$8.37K +530 +726%
CFG
361
Citizens Financial Group
Rhode Island
$8K -$35.5K -2,250 -82%
MHR
362
Matthew Hamilton Rosenberg
$8K +$7.89K +500 New
QCG
363
Quadrant Capital Group
Ohio
$7K -$29.2K -1,851 -82%
IA
364
IFP Advisors
Florida
$7K -$9.1K -576 -56%
CAW
365
Cornerstone Advisors (Washington)
Washington
$7K -$63 -4 -0.9%
CAL
366
Capital Advisors Ltd
Ohio
$7K
CB
367
Community Bank
New York
$7K
PFBT
368
Parkside Financial Bank & Trust
Missouri
$7K +$6.98K +442 New
FP
369
Financial Perspectives
Minnesota
$6.19K +$63 +4 +1%
CFGS
370
Concourse Financial Group Securities
Alabama
$6K
PCM
371
Peregrine Capital Management
Minnesota
$6K
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$6K +$6.05K +383 New
EWP
373
Engrave Wealth Partners
Texas
$5K
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$5K
SSB
375
Sandy Spring Bank
Maryland
$5K

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.