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Arch Capital

668 hedge funds and large institutions have $24.7B invested in Arch Capital in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 251 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 48

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

14% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 221

9% more capital invested

Capital invested by funds: $22.7B → $24.7B (+$1.99B)

8% more funds holding

Funds holding: 621668 (+47)

1.42% less ownership

Funds ownership: 89.93%88.51% (-1.4%)

40% less call options, than puts

Call options by funds: $7.31M | Put options by funds: $12.2M

Holders
668
Holders Change
+47
Holders Change %
+7.57%
% of All Funds
10.49%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.36%
New
95
Increased
251
Reduced
221
Closed
48
Calls
$7.31M
Puts
$12.2M
Net Calls
-$4.88M
Net Calls Change
+$75.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
401
Twin Capital Management
Pennsylvania
$713K -$33.1K -458 -5%
SG
402
Strid Group
Pennsylvania
$713K -$377K -5,208 -35%
BAAM
403
Baker Avenue Asset Management
California
$702K +$3.9K +54 +0.6%
FFM
404
Forum Financial Management
Illinois
$690K
SSWM
405
Sheets Smith Wealth Management
North Carolina
$689K +$124K +1,717 +23%
API
406
Advisor Partners II
California
$688K +$196K +2,706 +42%
BCI
407
Brinker Capital Investments
Pennsylvania
$682K -$131K -1,808 -17%
OPS
408
Orion Portfolio Solutions
Nebraska
$682K -$131K -1,808 -17%
FCM
409
FJ Capital Management
Virginia
$681K -$220K -3,048 -25%
1WA
410
180 Wealth Advisors
Washington
$678K +$663K +9,165 New
AWS
411
Atria Wealth Solutions
New York
$665K +$410K +5,677 +177%
CP
412
Covenant Partners
Tennessee
$657K -$69.8K -966 -10%
I
413
InceptionR
California
$643K -$216K -2,993 -26%
TFA
414
Transamerica Financial Advisors
Florida
$636K -$15.3K -211 -2%
TC
415
TownSquare Capital
Utah
$627K +$239K +3,305 +65%
BMWM
416
Brown Miller Wealth Management
Virginia
$624K +$46.9K +649 +8%
AIM
417
Aigen Investment Management
New York
$622K +$601K +8,314 New
BRWA
418
B. Riley Wealth Advisors
Florida
$621K +$94.5K +1,307 +19%
JCIA
419
Jackson Creek Investment Advisors
Colorado
$610K +$589K +8,144 New
SIA
420
Strategic Investment Advisors
Michigan
$601K +$308K +4,254 +113%
CP
421
Cumberland Partners
Ontario, Canada
$599K +$289K +4,000 +100%
MLM
422
Mount Lucas Management
Pennsylvania
$599K +$578K +8,000 New
GCP
423
GSA Capital Partners
United Kingdom
$594K +$329K +4,548 +134%
CAI
424
Capital Advisors Inc
Oklahoma
$590K +$570K +7,879 New
KeyBank National Association
425
KeyBank National Association
Ohio
$589K -$30.9K -428 -5%

ACGL Hedge Fund Activity: Q2 2023 in Review

668 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Arch Capital (ACGL) for Q2 2023, worth a combined $24.7B — up 8.8% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new ACGL positions and 48 closed out — a net gain of 47 holders — while 251 added to existing stakes and 221 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $221M. The largest seller was Capital World Investors, cutting an estimated $303M.

  • 668 institutional investors held Arch Capital (ACGL) as of Q2 2023, up from 621 in Q1 2023.
  • Funds reported $24.7B of Arch Capital stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 95 funds opened new Arch Capital positions in Q2 2023 and 48 closed out, a net change of +47 holders.
  • The largest Arch Capital buyer in Q2 2023 was Wellington Management Group, an estimated $221M added.
  • The largest Arch Capital seller in Q2 2023 was Capital World Investors, an estimated $303M sold.

Based on aggregated 13F filings for Q2 2023.