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Arch Capital

763 hedge funds and large institutions have $24.6B invested in Arch Capital in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 288 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $8.98M

157% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 58

19% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 242

12% more funds holding

Funds holding: 684763 (+79)

0.72% less ownership

Funds ownership: 89.59%88.87% (-0.72%)

8% less capital invested

Capital invested by funds: $26.7B → $24.6B (-$2.06B)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
763
Holders Change
+79
Holders Change %
+11.55%
% of All Funds
11.12%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.26%
New
149
Increased
288
Reduced
242
Closed
58
Calls
$25.8M
Puts
$8.98M
Net Calls
+$16.9M
Net Calls Change
+$829K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
476
Lido Advisors
California
$577K -$181K -2,211 -22%
WANY
477
Wealthspire Advisors (New York)
New York
$573K -$124K -1,514 -16%
CGA
478
Crescent Grove Advisors
Illinois
$567K
DWM
479
Dakota Wealth Management
Florida
$566K -$23.1K -283 -4%
CIA
480
Concurrent Investment Advisors
Florida
$565K +$621K +7,601 New
ACA
481
Atlas Capital Advisors
Wyoming
$562K
MM
482
MQS Management
New York
$562K +$236K +2,882 +62%
Nomura Holdings
483
Nomura Holdings
Japan
$558K +$614K +7,514 New
GHAM
484
Gilman Hill Asset Management
Connecticut
$557K
AAS
485
Avantax Advisory Services
Texas
$556K +$70.9K +867 +13%
KLCM
486
KG&L Capital Management
Louisiana
$554K +$316K +3,866 +108%
TCM
487
Teza Capital Management
Illinois
$553K +$608K +7,443 New
SWS
488
SYSTM Wealth Solutions
Illinois
$544K -$46.5K -569 -7%
PA
489
Procyon Advisors
Connecticut
$544K +$37.1K +454 +7%
QIM
490
Quantitative Investment Management
Virginia
$536K +$591K +7,226 New
UCFA
491
United Capital Financial Advisors
Texas
$535K +$588K +7,197 New
HFS
492
Hantz Financial Services
Michigan
$531K -$40K -489 -6%
VEA
493
Virtus ETF Advisers
New York
$530K -$159K -1,941 -21%
BRWA
494
B. Riley Wealth Advisors
Florida
$519K -$84.5K -1,034 -13%
LWAM
495
Legacy Wealth Asset Management
Minnesota
$519K +$12.2K +149 +2%
QWM
496
Quadcap Wealth Management
Texas
$517K +$568K +6,956 New
NRS
497
Neville Rodie & Shaw
New York
$515K
CAG
498
Csenge Advisory Group
Florida
$512K +$37.5K +459 +7%
VSQM
499
V-Square Quantitative Management
Illinois
$501K +$134K +1,639 +32%
CCI
500
Credit Capital Investments
New Jersey
$493K +$542K +6,635 New

ACGL Hedge Fund Activity: Q4 2023 in Review

763 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Arch Capital (ACGL) for Q4 2023, worth a combined $24.6B — down 7.7% from $26.7B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new ACGL positions and 58 closed out — a net gain of 91 holders — while 288 added to existing stakes and 242 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $285M. The largest seller was Wellington Management Group, cutting an estimated $311M.

  • 763 institutional investors held Arch Capital (ACGL) as of Q4 2023, up from 684 in Q3 2023.
  • Funds reported $24.6B of Arch Capital stock for Q4 2023, down 7.7% quarter-over-quarter.
  • 149 funds opened new Arch Capital positions in Q4 2023 and 58 closed out, a net change of +91 holders.
  • The largest Arch Capital buyer in Q4 2023 was Morgan Stanley, an estimated $285M added.
  • The largest Arch Capital seller in Q4 2023 was Wellington Management Group, an estimated $311M sold.

Based on aggregated 13F filings for Q4 2023.