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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.72M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.12M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$1.13M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.13M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.03M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.45M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.73M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.64M |
| 5 |
Goldman Sachs
New York
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
126
SignalPoint Asset Management
Springfield,
Missouri
| – | -$225K | -6,886 | Closed |
|
|
BC
127
Brinker Capital
Berwyn,
Pennsylvania
| – | -$219K | -6,717 | Closed |
|
128
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$218K | -6,672 | Closed |
|
129
Victory Capital Management
San Antonio,
Texas
| – | -$216K | -6,596 | Closed |
|
|
MERSOM
130
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| – | -$214K | -6,570 | Closed |
|
|
RFM
131
Royal Fund Management
Lady Lake,
Florida
| – | -$61K | -1,900 | Closed |
|
|
PHK
132
Point72 Hong Kong
Hong Kong
| – | -$10K | -313 | Closed |
|
|
SWA
133
Sutton Wealth Advisors
Tampa,
Florida
| – | -$8.97K | -275 | Closed |
|
|
AIM
134
Aigen Investment Management
New York
| – | -$3K | -106 | Closed |
|
|
LWA
135
Lenox Wealth Advisors
New York
| – | -$3K | -84 | Closed |
|
|
PFSC
136
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| – | -$3K | -80 | Closed |
|
|
ASN
137
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -18 | Closed |
|
138
Rockefeller Capital Management
New York
| – | +$395 | +14 | New |
|
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.