13F-HR: Old National Bancorp Discloses Q1 2025 Investment Portfolio in 13F Filing

Old National Bancorp's Q1 2025 13F filing reveals a diverse investment portfolio totaling approximately $3.8 billion.

Summary

• Old National Bancorp filed its Form 13F for the calendar quarter ending March 31, 2025.
• The filing discloses the firm's holdings as an institutional investment manager.
• The total value of the reported holdings amounts to $3,805,737,249.
• The report includes 902 entries, detailing various equity and ETF positions.
• The filing indicates that all holdings of the reporting manager are included in this report.

Sentiment

Score: 6

Explanation: The document is a standard regulatory filing, presenting factual information about the firm's holdings. The sentiment is neutral.

Positives

• The filing provides a comprehensive overview of Old National Bancorp's investment strategy.
• The detailed list of holdings offers insights into the firm's sector preferences and individual stock selections.
• The inclusion of both 'SOLE' and 'OTR' (Other) discretion categories provides transparency regarding investment control.

Industry Context

13F filings are a standard requirement for institutional investment managers, providing transparency into their holdings and investment strategies; this filing allows comparison to other similar institutions.

Comparison to Industry Standards

• Comparing the portfolio composition and asset allocation to peers like Fifth Third Bancorp, Huntington Bancshares, and KeyCorp can provide insights into relative investment strategies.
• Analyzing the ETF selections against benchmarks like the SPDR S&P 500 ETF Trust (SPY) and iShares Core U.S. Aggregate Bond ETF (AGG) can reveal the fund's diversification and risk management approaches.
• Comparing the holdings to other regional banks and wealth managers can highlight any unique investment preferences or sector concentrations.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Old National Bancorp.
• The filing provides transparency to clients and stakeholders regarding the assets managed by the institution.
• The disclosed holdings may influence market perceptions and trading activity in the listed securities.

Key Dates

Keywords

13F filing, institutional investment manager, Old National Bancorp, investment portfolio, equity holdings, ETF holdings