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Arch Capital
ACGL

621 hedge funds and large institutions have $22.7B invested in Arch Capital in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 238 increasing their positions, 204 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 204

9% more capital invested

Capital invested by funds: $20.8B → $22.7B (+$1.86B)

8% more funds holding

Funds holding: 577 → 621 (+44)

0.57% less ownership

Funds ownership: 90.5% → 89.93% (-0.57%)

26% less funds holding in top 10

Funds holding in top 10: 27 → 20 (-7)

81% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $99.1M

Holders
621
Holders Change
+44
Holders Change %
+7.63%
% of All Funds
9.9%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.32%
New
98
Increased
238
Reduced
204
Closed
43
Calls
$18.5M
Puts
$99.1M
Net Calls
-$80.5M
Net Calls Change
-$86.6M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$839M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$62.3M
3
Barclays
Barclays
United Kingdom
+$51.2M
4
Goldman Sachs
Goldman Sachs
New York
+$37.8M
5
Bank of America
Bank of America
North Carolina
+$37.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$289M
2
Artisan Partners
Artisan Partners
Wisconsin
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$106M
4
FMI
Fiduciary Management Inc
Wisconsin
-$104M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Abound Wealth Management
Tennessee
$3.8K – – –
PB
602
Pinnacle Bancorp
Nebraska
$3.46K -$920 -14 -22%
DI
603
Disciplined Investments
Oklahoma
$3.46K +$66 +1 +2%
TWA
604
TCI Wealth Advisors
Arizona
$3.19K – – –
BC
605
Barrett & Company
Rhode Island
$2.99K – – –
GWM
606
Geneos Wealth Management
Colorado
$2.71K – – –
GI
607
Gradient Investments
Minnesota
$2.71K – – –
MCM
608
MV Capital Management
Maryland
$2.58K +$1.97K +30 +375%
LF
609
Lee Financial
Texas
$2.38K – – –
WT
610
Washington Trust
Rhode Island
$2.17K -$66 -1 -3%
SSC
611
Syverson Strege & Co
Iowa
$2.1K +$2.04K +31 New
RG
612
Retirement Group
California
$2K – – –
BAM
613
Bellevue Asset Management
Washington
$1.7K – – –
Commonwealth Equity Services
614
Commonwealth Equity Services
Massachusetts
$1.06K +$77.3K +1,177 +8%
TWP
615
TFO Wealth Partners
Ohio
$611 -$66 -1 -10%
BCMLT
616
Beacon Capital Management LLC (Tennessee)
Tennessee
$543 – – –
TFM
617
TFC Financial Management
Massachusetts
$476 +$460 +7 New
ECM
618
Everence Capital Management
Indiana
$391 -$303K -4,610 -44%
FCA
619
Fortis Capital Advisors
Kansas
$204 – – –
TWC
620
TD Waterhouse Canada
Ontario, Canada
$69 – – –
FGAM
621
Financial Gravity Asset Management
Texas
$1 +$329 +5 +8%
E
622
Ergoteles
New York
– -$29.3M -466,306 Closed
GC
623
Gillson Capital
Illinois
– -$18.2M -290,089 Closed
GIA
624
Gladstone Institutional Advisory
Florida
– -$3.58M -56,967 Closed
SI
625
Stephens Inc
Arkansas
– -$2.85M -45,470 Closed
23 24
25
26 27

ACGL Hedge Fund Activity: Q1 2023 in Review

621 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arch Capital (ACGL) for Q1 2023, worth a combined $22.7B — up 9% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new ACGL positions and 43 closed out — a net gain of 55 holders — while 238 added to existing stakes and 204 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $839M. The largest seller was Capital World Investors, cutting an estimated $289M.

  • 621 institutional investors held Arch Capital (ACGL) as of Q1 2023, up from 577 in Q4 2022.
  • Funds reported $22.7B of Arch Capital stock for Q1 2023, up 9% quarter-over-quarter.
  • 98 funds opened new Arch Capital positions in Q1 2023 and 43 closed out, a net change of +55 holders.
  • The largest Arch Capital buyer in Q1 2023 was WCM Investment Management, an estimated $839M added.
  • The largest Arch Capital seller in Q1 2023 was Capital World Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q1 2023.