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United Fire Group
UFCS

132 hedge funds and large institutions have $456M invested in United Fire Group in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $430M → $456M (+$26.9M)

6% more funds holding

Funds holding: 125 → 132 (+7)

27% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 51

Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
3.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
37
Reduced
51
Closed
8
Calls
$21K
Puts
–
Net Calls
+$21K
Net Calls Change
+$21K

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$3.86M
2
SFM
Systematic Financial Management
New Jersey
+$2.12M
3
MC
Menta Capital
California
+$1.27M
4
Morgan Stanley
Morgan Stanley
New York
+$1.06M
5
First Trust Advisors
First Trust Advisors
Illinois
+$896K

Top Sellers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
-$2.97M
2
KBC Group
KBC Group
Belgium
-$2.25M
3
TC
TFS Capital
Pennsylvania
-$2.24M
4
Goldman Sachs
Goldman Sachs
New York
-$1.68M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.81M -$1.42M -50,547 -35%
QBFM
27
QS Batterymarch Financial Management
New York
$2.53M +$536K +19,100 +30%
BIM
28
BlackRock Investment Management
Delaware
$2.47M +$38K +1,355 +2%
First Trust Advisors
29
First Trust Advisors
Illinois
$2.41M +$896K +31,933 +67%
IG
30
ING Group
Netherlands
$2.4M – – –
GC
31
Guggenheim Capital
Illinois
$2.32M -$82.6K -2,942 -4%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$2.25M -$303K -10,800 -13%
Invesco
33
Invesco
Georgia
$2.15M -$43.2K -1,540 -2%
Morgan Stanley
34
Morgan Stanley
New York
$2.14M +$1.06M +37,656 +115%
RFC
35
Russell Frank Company
Washington
$1.89M +$492K +17,512 +39%
Prudential Financial
36
Prudential Financial
New Jersey
$1.87M -$12.6K -450 -0.7%
FC
37
FCA Corp
Texas
$1.85M -$11.1K -397 -0.6%
Charles Schwab
38
Charles Schwab
California
$1.8M +$143K +5,098 +9%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$1.79M +$17.1K +610 +1%
US Bancorp
40
US Bancorp
Minnesota
$1.73M +$54.7K +1,950 +4%
PPA
41
Parametric Portfolio Associates
Washington
$1.71M -$19.5K -696 -1%
Goldman Sachs
42
Goldman Sachs
New York
$1.66M -$1.68M -59,798 -52%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$1.63M -$16.8K -600 -1%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$1.63M -$223K -7,954 -13%
Citadel Advisors
45
Citadel Advisors
Florida
$1.6M +$857K +30,524 +137%
DCM
46
Dupont Capital Management
Delaware
$1.59M – – –
Deutsche Bank
47
Deutsche Bank
Germany
$1.49M +$178K +6,333 +15%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$1.46M +$287K +10,207 +27%
MAM
49
Martingale Asset Management
Massachusetts
$1.43M -$42.3K -1,508 -3%
BG
50
BlackRock Group
United Kingdom
$1.39M -$101K -3,615 -7%
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UFCS Hedge Fund Activity: Q1 2014 in Review

132 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2014, worth a combined $456M — up 6.3% from $430M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UFCS positions and 8 closed out — a net gain of 7 holders — while 37 added to existing stakes and 51 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.86M. The largest seller was EARNEST Partners, cutting an estimated $2.97M.

  • 132 institutional investors held United Fire Group (UFCS) as of Q1 2014, up from 125 in Q4 2013.
  • Funds reported $456M of United Fire Group stock for Q1 2014, up 6.3% quarter-over-quarter.
  • 15 funds opened new United Fire Group positions in Q1 2014 and 8 closed out, a net change of +7 holders.
  • The largest United Fire Group buyer in Q1 2014 was Kennedy Capital Management, an estimated $3.86M added.
  • The largest United Fire Group seller in Q1 2014 was EARNEST Partners, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2014.