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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
TSW
51
Thompson Siegel & Walmsley
Virginia
$61.4M -$6.89M -95,303 -10%
ClearBridge Investments
52
ClearBridge Investments
New York
$59M -$6.27M -86,756 -10%
GAI
53
General American Investors
New York
$58.1M -$6.3M -87,154 -10%
Truist Financial
54
Truist Financial
North Carolina
$54.8M -$5.41M -74,805 -9%
CS
55
Credit Suisse
Switzerland
$53.7M -$5.32M -73,626 -9%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$51.7M +$5.75M +79,557 +13%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$51.3M -$2.93M -40,528 -6%
Amundi
58
Amundi
France
$51.1M +$17.2M +238,269 +53%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$50.9M -$84.8K -1,173 -0.2%
GCM
60
Gladstone Capital Management
United Kingdom
$50.4M +$39.3M +543,005 +419%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$50.2M -$2.14M -29,590 -4%
PL
62
Perpetual Ltd
Australia
$49.5M -$6.73M -93,108 -12%
Fidelity International
63
Fidelity International
Bermuda
$48M -$7.49M -103,539 -14%
UBS Group
64
UBS Group
Switzerland
$46.5M +$1.08M +14,895 +2%
PC
65
Port Capital
Illinois
$46.4M -$1.03M -14,272 -2%
BNP Paribas Asset Management
66
BNP Paribas Asset Management
France
$45.4M +$16.3M +225,722 +59%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$45M -$709K -9,799 -2%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$44M +$12.5M +172,526 +41%
Man Group
69
Man Group
United Kingdom
$43.8M +$42.3M +584,704 New
CCMG
70
Clark Capital Management Group
Pennsylvania
$40M -$13.5M -187,225 -26%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$39.1M +$9.3M +128,612 +33%
RG
72
Renaissance Group
Kentucky
$38.3M -$1.26M -17,461 -3%
EAM
73
Erste Asset Management
Austria
$38M +$36.2M +500,297 +3,403%
Franklin Resources
74
Franklin Resources
California
$37.3M +$9.77M +135,186 +37%
Two Sigma Investments
75
Two Sigma Investments
New York
$35.3M +$34.1M +472,061 New

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.