13F-HR: Old National Bancorp Discloses Q1 2024 13F Holdings, Portfolio Valued at $4.2 Billion

Old National Bancorp's Q1 2024 13F filing reveals a diverse portfolio of 1,074 holdings valued at over $4.2 billion.

Summary

• Old National Bancorp filed its 13F holdings report for the quarter ended March 31, 2024.
• The report discloses 1,074 holdings with a total value of $4,213,324,208.
• The filing indicates the firm manages investments across various sectors and asset classes.
• The report includes a detailed list of holdings, including the name of the issuer, title of class, CUSIP, FIGI, value, shares, and voting authority.
• The filing confirms that all holdings of the reporting manager are included in this report.

Sentiment

Score: 7

Explanation: The document is a standard regulatory filing, presenting factual information about the firm's holdings. The sentiment is neutral to slightly positive as it provides transparency into the firm's investment activities.

Positives

• The filing provides a comprehensive overview of Old National Bancorp's investment portfolio.
• The detailed information allows for analysis of the firm's investment strategies and sector allocations.
• The large number of holdings suggests a diversified investment approach.
• The filing confirms that all holdings of the reporting manager are included in this report.

Management Comments

• The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their holdings and investment strategies.

Comparison to Industry Standards

• The portfolio composition and investment strategies can be compared to those of other similar-sized investment managers.
• Analyzing sector allocations and top holdings can reveal insights into Old National Bancorp's investment philosophy relative to industry benchmarks.
• Comparing the portfolio's performance against relevant market indices can provide an assessment of the firm's investment management effectiveness.

Stakeholder Impact

• Shareholders can use this information to understand the composition of the firm's investment portfolio.
• The filing provides transparency to clients and stakeholders regarding the firm's investment strategies.

Key Dates