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Arch Capital

684 hedge funds and large institutions have $26.7B invested in Arch Capital in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 283 increasing their positions, 229 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $27.2M | Put options by funds: $11.2M

34% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 64

24% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 229

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8% more capital invested

Capital invested by funds: $24.7B → $26.7B (+$2.03B)

2% more funds holding

Funds holding: 668684 (+16)

1.08% more ownership

Funds ownership: 88.51%89.59% (+1.1%)

Holders
684
Holders Change
+16
Holders Change %
+2.4%
% of All Funds
10.86%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.41%
New
86
Increased
283
Reduced
229
Closed
64
Calls
$27.2M
Puts
$11.2M
Net Calls
+$16M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
401
Freedom Investment Management
Connecticut
$780K +$281K +3,609 +58%
TNBTD
402
Trustmark National Bank Trust Department
Mississippi
$765K +$746K +9,592 New
SG
403
Strid Group
Pennsylvania
$759K
NS
404
NBC Securities
Alabama
$758K +$741K +9,522 New
PAG
405
Private Advisory Group
Washington
$753K -$646K -8,301 -47%
BCI
406
Brinker Capital Investments
Pennsylvania
$743K +$16K +205 +2%
OPS
407
Orion Portfolio Solutions
Nebraska
$743K +$16K +205 +2%
WANY
408
Wealthspire Advisors (New York)
New York
$735K +$163K +2,099 +29%
FFM
409
Forum Financial Management
Illinois
$735K
TC
410
TownSquare Capital
Utah
$730K +$60.5K +777 +9%
TCM
411
Twin Capital Management
Pennsylvania
$727K -$32.1K -412 -4%
VEA
412
Virtus ETF Advisers
New York
$724K -$127K -1,636 -15%
IWS
413
Insight Wealth Strategies
California
$720K +$703K +9,038 New
HA
414
Harbor Advisors
Florida
$717K +$700K +9,000 New
SAM
415
Strategy Asset Managers
California
$713K -$208K -2,675 -23%
STA
416
Summit Trail Advisors
New York
$702K +$108K +1,390 +19%
CP
417
Covenant Partners
Tennessee
$700K
AWM
418
AE Wealth Management
Kansas
$698K +$682K +8,763 New
1WA
419
180 Wealth Advisors
Washington
$698K -$31.5K -405 -4%
SSWM
420
Sheets Smith Wealth Management
North Carolina
$686K -$46.6K -599 -7%
OCBCO
421
Oversea-Chinese Banking Corp (OCBC)
Singapore
$654K +$639K +8,207 New
JCIA
422
Jackson Creek Investment Advisors
Colorado
$642K -$6.77K -87 -1%
BRWA
423
B. Riley Wealth Advisors
Florida
$639K -$21.2K -273 -3%
DWM
424
Dakota Wealth Management
Florida
$630K +$107K +1,380 +21%
WI
425
WBI Investments
New Jersey
$630K +$615K +7,906 New

ACGL Hedge Fund Activity: Q3 2023 in Review

684 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Arch Capital (ACGL) for Q3 2023, worth a combined $26.7B — up 8.2% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ACGL positions and 64 closed out — a net gain of 22 holders — while 283 added to existing stakes and 229 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $172M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $229M sold.

  • 684 institutional investors held Arch Capital (ACGL) as of Q3 2023, up from 668 in Q2 2023.
  • Funds reported $26.7B of Arch Capital stock for Q3 2023, up 8.2% quarter-over-quarter.
  • 86 funds opened new Arch Capital positions in Q3 2023 and 64 closed out, a net change of +22 holders.
  • The largest Arch Capital buyer in Q3 2023 was WCM Investment Management, an estimated $172M added.
  • The largest Arch Capital seller in Q3 2023 was Capital Research Global Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2023.