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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
PWMG
401
Prestige Wealth Management Group
New Jersey
$4K +$4.39K +205 New
PFO
402
Pathstone Family Office
New Jersey
$3K -$2.23K -104 -42%
TWA
403
TCI Wealth Advisors
Arizona
$3K -$536 -25 -14%
GAM
404
Gemmer Asset Management
California
$3K
BFEC
405
Benjamin F. Edwards & Company
Missouri
$3K +$21 +1 +0.6%
JCM
406
Julex Capital Management
Massachusetts
$3K +$3.43K +160 New
EFSCE
407
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$1.71K -80 -46%
EARNEST Partners
408
EARNEST Partners
Georgia
$2K
QCG
409
Quadrant Capital Group
Ohio
$2K
SLF
410
Sun Life Financial
Ontario, Canada
$2K
FCA
411
FinTrust Capital Advisors
South Carolina
$2K +$1.93K +90 New
LPWM
412
Lake Point Wealth Management
Texas
$2K +$2.14K +100 New
GI
413
Gradient Investments
Minnesota
$1K -$6.28K -293 -83%
BWM
414
Baystate Wealth Management
Massachusetts
$1K
CAW
415
Cornerstone Advisors (Washington)
Washington
$1K
UB
416
UMB Bank
Missouri
$346
RA
417
Royce & Associates
New York
-$11.4M -511,296 Closed
NC
418
Nicholas Company
Wisconsin
-$7.76M -346,835 Closed
Assenagon Asset Management
419
Assenagon Asset Management
Luxembourg
-$5.63M -251,637 Closed
CWM
420
Cornerstone Wealth Management
Missouri
-$8.31M -162,798 Closed
PI
421
Putnam Investments
Massachusetts
-$2.89M -129,231 Closed
CS
422
Comerica Securities
Michigan
-$2.74M -122,338 Closed
Pacer Advisors
423
Pacer Advisors
Pennsylvania
-$2.3M -102,914 Closed
Capital Fund Management (CFM)
424
Capital Fund Management (CFM)
France
-$1.68M -74,900 Closed
Wealth Enhancement Advisory Services
425
Wealth Enhancement Advisory Services
Minnesota
-$1.42M -71,588 Closed

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.