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Arch Capital
ACGL

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: 684 → 763 (+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: 26 → 18 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$285M
2
DZ Bank
DZ Bank
Germany
+$99.4M
3
JP Morgan Chase
JP Morgan Chase
New York
+$90.4M
4
BlackRock
BlackRock
New York
+$80.3M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$68.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$311M
2
First Trust Advisors
First Trust Advisors
Illinois
-$179M
3
FP
FPR Partners
California
-$139M
4
Boston Partners
Boston Partners
Massachusetts
-$135M
5
WCM Investment Management
WCM Investment Management
California
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
726
LGT Financial Advisors
Texas
$5.64K – – –
IGWM
727
ICA Group Wealth Management
Colorado
$5.57K +$6.13K +75 New
Kayne Anderson Rudnick Investment Management
728
Kayne Anderson Rudnick Investment Management
California
$5.42K – – –
RTL
729
Red Tortoise LLC
Georgia
$5.13K – – –
CAL
730
Capital Advisors Ltd
Ohio
$5K – – –
RIL
731
Rothschild Investment LLC
Illinois
$4.83K +$5.31K +65 New
SIC
732
SJS Investment Consulting
Ohio
$4.75K – – –
RG
733
Retirement Group
California
$4.08K +$1.96K +24 +77%
AFWM
734
Abich Financial Wealth Management
Virginia
$4.08K +$4.5K +55 New
VWA
735
Valued Wealth Advisors
Utah
$4.07K +$4.17K +51 New
AW
736
Avion Wealth
Texas
$4K – – –
PB
737
Pinnacle Bancorp
Nebraska
$3.79K – – –
SIC
738
Salem Investment Counselors
North Carolina
$3.71K -$4K -49 -49%
MCM
739
MV Capital Management
Maryland
$3.56K +$245 +3 +7%
VWM
740
Venturi Wealth Management
Texas
$3.56K +$1.31K +16 +50%
W
741
WealthCollab
Washington
$3.34K +$3.68K +45 New
AWM
742
Avior Wealth Management
Nebraska
$3.34K -$418K -5,115 -99%
BC
743
Barrett & Company
Rhode Island
$3.27K – – –
DPW
744
DiNuzzo Private Wealth
Pennsylvania
$3.27K +$3.6K +44 New
AGWCA
745
Annis Gardner Whiting Capital Advisors
Florida
$2.97K +$2.29K +28 +233%
CPG
746
Cornerstone Planning Group
New Jersey
$2.75K – – –
LF
747
Lee Financial
Texas
$2.6K – – –
PVH
748
Psagot Value Holdings
Israel
$2K – – –
VF
749
VitalStone Financial
Texas
$2K +$409 +5 +19%
BAM
750
Bellevue Asset Management
Washington
$1.78K -$82 -1 -4%
28 29
30
31 32

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.