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United Fire Group
UFCS

157 hedge funds and large institutions have $667M invested in United Fire Group in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

47% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 45

16% more capital invested

Capital invested by funds: $577M → $667M (+$90.1M)

8% more funds holding

Funds holding: 146 → 157 (+11)

77% less call options, than puts

Call options by funds: $74K | Put options by funds: $316K

Holders
157
Holders Change
+11
Holders Change %
+7.53%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
66
Reduced
45
Closed
11
Calls
$74K
Puts
$316K
Net Calls
-$242K
Net Calls Change
+$57K

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.04M
2
HAI
Hennessy Advisors Inc
California
+$4.53M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$3.19M
4
MCM
McKinley Capital Management
Alaska
+$2.8M
5
RFC
Russell Frank Company
Washington
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
SFM
Systematic Financial Management
New Jersey
-$3.66M
2
Ameriprise
Ameriprise
Minnesota
-$3.28M
3
B
Bailard
California
-$2.12M
4
NI
Numeric Investors
Massachusetts
-$1.5M
5
MPI
Mairs & Power Inc
Minnesota
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$9K – – –
Geode Capital Management
152
Geode Capital Management
Massachusetts
$6.71K +$558K +14,176 +10%
PFSC
153
Peoples Financial Services Corp
Pennsylvania
$4K – – –
Bessemer Group
154
Bessemer Group
New Jersey
$4K +$3.82K +97 New
GAM
155
Gemmer Asset Management
California
$3K – – –
HW
156
Hancock Whitney
Mississippi
$1.04K – – –
QCG
157
Quadrant Capital Group
Ohio
$1K +$985 +25 New
B
158
Bailard
California
– -$2.12M -55,324 Closed
American Century Companies
159
American Century Companies
Missouri
– -$1.02M -26,600 Closed
ZCM
160
Zebra Capital Management
Connecticut
– -$904K -23,606 Closed
Nomura Holdings
161
Nomura Holdings
Japan
– -$556K -14,477 Closed
RCM
162
Rotella Capital Management
Washington
– -$418K -10,920 Closed
BC
163
Burney Company
Virginia
– -$322K -8,375 Closed
BFM
164
Boothbay Fund Management
New York
– -$315K -8,230 Closed
Walleye Trading
165
Walleye Trading
New York
– -$69K -1,800 Closed
TRCT
166
Tower Research Capital (TRC)
New York
– -$11K -300 Closed
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
– -$2K -59 Closed
IA
168
IFP Advisors
Florida
– -$2K -47 Closed
3 4 5 6
7

UFCS Hedge Fund Activity: Q1 2016 in Review

157 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2016, worth a combined $667M — up 16% from $577M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UFCS positions and 11 closed out — a net gain of 11 holders — while 66 added to existing stakes and 45 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $5.04M. The largest seller was Systematic Financial Management, cutting an estimated $3.66M.

  • 157 institutional investors held United Fire Group (UFCS) as of Q1 2016, up from 146 in Q4 2015.
  • Funds reported $667M of United Fire Group stock for Q1 2016, up 16% quarter-over-quarter.
  • 22 funds opened new United Fire Group positions in Q1 2016 and 11 closed out, a net change of +11 holders.
  • The largest United Fire Group buyer in Q1 2016 was Bank of New York Mellon, an estimated $5.04M added.
  • The largest United Fire Group seller in Q1 2016 was Systematic Financial Management, an estimated $3.66M sold.

Based on aggregated 13F filings for Q1 2016.