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Old Republic International
ORI

539 hedge funds and large institutions have $5.87B invested in Old Republic International in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 141 increasing their positions, 219 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $5.8M | Put options by funds: $1.07M

63% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 51

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

10% more capital invested

Capital invested by funds: $5.33B → $5.87B (+$533M)

5% more funds holding

Funds holding: 514 → 539 (+25)

1.83% more ownership

Funds ownership: 69.41% → 71.24% (+1.8%)

36% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 219

Holders
539
Holders Change
+25
Holders Change %
+4.86%
% of All Funds
7.86%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
83
Increased
141
Reduced
219
Closed
51
Calls
$5.8M
Puts
$1.07M
Net Calls
+$4.73M
Net Calls Change
-$1.16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$65.4M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
+$24.7M
3
Northern Trust
Northern Trust
Illinois
+$14.7M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$13.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$9.87M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$26.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$22.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$17.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.4M
5
State Street
State Street
Massachusetts
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
351
Sheets Smith Wealth Management
North Carolina
$306K – – –
CPA
352
Court Place Advisors
Maryland
$304K – – –
KIG
353
Kowal Investment Group
Wisconsin
$302K +$56 +2 +0%
FC
354
Fulcrum Capital
Washington
$301K – – –
AAM
355
Advisors Asset Management
Colorado
$295K -$2.87M -102,088 -91%
SPIA
356
Steward Partners Investment Advisory
New York
$293K -$13.2K -468 -4%
BFM
357
Boothbay Fund Management
New York
$289K -$29.5K -1,047 -10%
MCM
358
Mill Capital Management
North Carolina
$289K +$2.28K +81 +0.8%
EA
359
Evolution Advisers
Virginia
$285K -$29.2K -1,038 -10%
CI Investments Inc
360
CI Investments Inc
Ontario, Canada
$283K -$30.4K -1,079 -10%
AWA
361
Arete Wealth Advisors
Illinois
$281K +$5.43K +193 +2%
FM
362
Foster & Motley
Ohio
$280K +$5.71K +203 +2%
APP
363
Avantax Planning Partners
Iowa
$279K -$5.88K -209 -2%
QCM
364
QRG Capital Management
Illinois
$277K +$9.85K +350 +4%
Lido Advisors
365
Lido Advisors
California
$274K -$2.09M -74,444 -89%
SNBOSCI
366
Security National Bank of Sioux City Iowa
Iowa
$272K – – –
FCI
367
Financial Counselors Inc
Kansas
$267K +$2.11K +75 +0.8%
VWA
368
Visionary Wealth Advisors
Illinois
$266K – – –
MWC
369
MBM Wealth Consultants
Missouri
$265K -$22.8K -809 -8%
HFAS
370
Hummer Financial Advisory Services
Illinois
$262K – – –
FFM
371
Forum Financial Management
Illinois
$261K -$56.3K -2,000 -18%
SWA
372
SFMG Wealth Advisors
Texas
$259K – – –
CL
373
COWA LLC
Oklahoma
$258K -$6.16K -219 -2%
WG
374
Winton Group
United Kingdom
$253K -$187K -6,640 -44%
MWM
375
MGB Wealth Management
Texas
$253K +$242K +8,600 New
13 14
15
16 17

ORI Hedge Fund Activity: Q4 2023 in Review

539 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Old Republic International (ORI) for Q4 2023, worth a combined $5.87B — up 10% from $5.33B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new ORI positions and 51 closed out — a net gain of 32 holders — while 141 added to existing stakes and 219 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.4M. The largest seller was UBS Group, cutting an estimated $26.4M.

  • 539 institutional investors held Old Republic International (ORI) as of Q4 2023, up from 514 in Q3 2023.
  • Funds reported $5.87B of Old Republic International stock for Q4 2023, up 10% quarter-over-quarter.
  • 83 funds opened new Old Republic International positions in Q4 2023 and 51 closed out, a net change of +32 holders.
  • The largest Old Republic International buyer in Q4 2023 was Morgan Stanley, an estimated $65.4M added.
  • The largest Old Republic International seller in Q4 2023 was UBS Group, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2023.