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United Fire Group
UFCS

121 hedge funds and large institutions have $438M invested in United Fire Group in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $227K | Put options by funds: $53K

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

0.21% less ownership

Funds ownership: 63.42% → 63.21% (-0.21%)

5% less funds holding

Funds holding: 127 → 121 (-6)

15% less capital invested

Capital invested by funds: $518M → $438M (-$79.7M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
47
Reduced
36
Closed
18
Calls
$227K
Puts
$53K
Net Calls
+$174K
Net Calls Change
+$174K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.72M
2
PPA
Parametric Portfolio Associates
Washington
+$2.12M
3
WG
Winton Group
United Kingdom
+$1.13M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.13M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$4.03M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.45M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.73M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$1.64M
5
Goldman Sachs
Goldman Sachs
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
76
Advisor Partners
California
$263K +$267K +9,478 New
6M
77
6 Meridian
Kansas
$236K -$363K -12,875 -60%
OPERF
78
Oregon Public Employees Retirement Fund
Oregon
$234K – – –
Public Employees Retirement Association of Colorado
79
Public Employees Retirement Association of Colorado
Colorado
$230K – – –
MSA
80
Mason Street Advisors
Wisconsin
$221K +$16.1K +572 +8%
Millennium Management
81
Millennium Management
New York
$211K +$214K +7,603 New
VOYA Investment Management
82
VOYA Investment Management
Georgia
$210K -$91.9K -3,260 -30%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$200K -$987 -35 -0.5%
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$193K – – –
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$159K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$148K +$15.1K +534 +11%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$145K – – –
Osaic Holdings
88
Osaic Holdings
Arizona
$123K +$31.5K +1,116 +33%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$112K – – –
TRCT
90
Tower Research Capital (TRC)
New York
$108K +$110K +3,917 New
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$74K +$53.6K +1,900 +173%
AIP
92
Ameritas Investment Partners
Nebraska
$52K – – –
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$50K – – –
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$47.3K -$203K -7,201 -81%
QCG
95
Quadrant Capital Group
Ohio
$46K +$42.9K +1,520 +1,000%
FBT
96
First Bank & Trust
South Dakota
$39K -$2.51K -89 -6%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$29K +$2.4K +85 +9%
MOACM
98
Mutual of America Capital Management
New York
$28K +$2.48K +88 +9%
VCM
99
Versant Capital Management
Arizona
$18K +$1.3K +46 +7%
LIA
100
LS Investment Advisors
Michigan
$17K – – –
2 3
4
5 6

UFCS Hedge Fund Activity: Q2 2020 in Review

121 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q2 2020, worth a combined $438M — down 15% from $518M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UFCS and 13 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $2.72M. The largest seller was Ameriprise, cutting an estimated $4.03M.

  • 121 institutional investors held United Fire Group (UFCS) as of Q2 2020, down from 127 in Q1 2020.
  • Funds reported $438M of United Fire Group stock for Q2 2020, down 15% quarter-over-quarter.
  • 13 funds opened new United Fire Group positions in Q2 2020 and 18 closed out, a net change of -5 holders.
  • The largest United Fire Group buyer in Q2 2020 was Morgan Stanley, an estimated $2.72M added.
  • The largest United Fire Group seller in Q2 2020 was Ameriprise, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2020.