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Old Republic International

419 hedge funds and large institutions have $4.57B invested in Old Republic International in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 147 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $3.22M | Put options by funds: $2.06M

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

2% more funds holding

Funds holding: 412419 (+7)

0.15% more ownership

Funds ownership: 73.88%74.04% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 147

9% less capital invested

Capital invested by funds: $5B → $4.57B (-$426M)

Holders
419
Holders Change
+7
Holders Change %
+1.7%
% of All Funds
9.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
143
Reduced
147
Closed
48
Calls
$3.22M
Puts
$2.06M
Net Calls
+$1.16M
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
376
Jacobi Capital Management
Pennsylvania
$16K
HR
377
Howe & Rusling
New York
$16K +$921 +43 +6%
JA
378
JOYN Advisors
Georgia
$16K +$12.1K +563 +251%
AW
379
Alpha Windward
Massachusetts
$16K +$16.6K +775 New
WANY
380
Wealthspire Advisors (New York)
New York
$16K +$16.6K +775 New
LFA
381
Legacy Financial Advisors
Kentucky
$14K +$15K +699 New
MCM
382
Manchester Capital Management
Vermont
$13K
WOC
383
West Oak Capital
California
$12.3K
WTC
384
WhitTier Trust Company
Nevada
$12K
FHA
385
Flagship Harbor Advisors
Massachusetts
$11K +$86 +4 +0.7%
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$10K -$8.59K -401 -45%
FIA
387
FNY Investment Advisers
New York
$9K +$578 +27 +6%
OAM
388
Oppenheimer Asset Management
New York
$9K +$9.04K +422 New
CB
389
Community Bank
New York
$8K
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$7K
CFGS
391
Concourse Financial Group Securities
Alabama
$7K
LWM
392
Liberty Wealth Management
California
$7K +$8.18K +382 New
MFBTD
393
MB Financial Bank - Trust Department
Illinois
$6K
Toronto Dominion Bank
394
Toronto Dominion Bank
Ontario, Canada
$6K +$6.34K +296 New
GT
395
Glenmede Trust
Pennsylvania
$5.23K +$1.51M +70,721 +38%
BGIM
396
Brandywine Global Investment Management
Pennsylvania
$5K +$793 +37 +22%
GEA
397
Glen Eagle Advisors
New Jersey
$4.72K +$43 +2 +0.9%
GRP
398
Global Retirement Partners
California
$4K
VCM
399
Versant Capital Management
Arizona
$4K
CIAS
400
Capital Investment Advisory Services
North Carolina
$4K +$3.86K +180 New

ORI Hedge Fund Activity: Q4 2018 in Review

419 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Old Republic International (ORI) for Q4 2018, worth a combined $4.57B — down 8.5% from $5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ORI positions and 48 closed out — a net gain of 11 holders — while 143 added to existing stakes and 147 trimmed.

The largest buyer was APG Asset Management, adding an estimated $53.3M. The largest seller was Goldman Sachs, cutting an estimated $25.7M.

  • 419 institutional investors held Old Republic International (ORI) as of Q4 2018, up from 412 in Q3 2018.
  • Funds reported $4.57B of Old Republic International stock for Q4 2018, down 8.5% quarter-over-quarter.
  • 59 funds opened new Old Republic International positions in Q4 2018 and 48 closed out, a net change of +11 holders.
  • The largest Old Republic International buyer in Q4 2018 was APG Asset Management, an estimated $53.3M added.
  • The largest Old Republic International seller in Q4 2018 was Goldman Sachs, an estimated $25.7M sold.

Based on aggregated 13F filings for Q4 2018.