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Arch Capital

252 hedge funds and large institutions have $6.3B invested in Arch Capital in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $6.28B → $6.3B (+$12.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0% less funds holding

Funds holding: 253252 (-1)

5% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 87

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $11K

Holders
252
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
7.24%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
24
Increased
83
Reduced
87
Closed
24
Calls
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$1.3B +$6.79M +356,484 +0.5%
BAMCO Inc
2
BAMCO Inc
New York
$534M -$8.81M -462,591 -2%
Morgan Stanley
3
Morgan Stanley
New York
$441M -$39.6M -2,082,300 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$404M +$2.5M +131,073 +0.6%
Capital World Investors
5
Capital World Investors
California
$376M
FP
6
FPR Partners
California
$286M
BIT
7
BlackRock Institutional Trust
California
$188M +$2.07M +108,825 +1%
State Street
8
State Street
Massachusetts
$164M -$759K -39,879 -0.5%
Franklin Resources
9
Franklin Resources
California
$135M +$812K +42,636 +0.6%
MA
10
Marshfield Associates
District of Columbia
$116M -$1.07M -55,968 -0.9%
APG Asset Management
11
APG Asset Management
Netherlands
$94.6M +$9.42M +494,700 +11%
BFA
12
BlackRock Fund Advisors
California
$88.6M +$2.37M +124,254 +3%
Invesco
13
Invesco
Georgia
$80.3M +$4.89M +257,046 +7%
Norges Bank
14
Norges Bank
Norway
$78.5M +$74M +3,888,033 +1,856%
Capital Research Global Investors
15
Capital Research Global Investors
California
$78.3M -$144M -7,581,300 -65%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$76.1M +$1.12M +58,848 +2%
SAM
17
Steinberg Asset Management
New York
$69.8M -$3.11M -163,125 -4%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$65.6M +$3.42M +179,847 +6%
Principal Financial Group
19
Principal Financial Group
Iowa
$62.7M -$1.21M -63,693 -2%
1IC
20
1919 Investment Counsel
Maryland
$53.9M -$1.45M -76,017 -3%
PC
21
Polar Capital
United Kingdom
$51.6M -$4.28M -225,000 -8%
BG
22
BlackRock Group
United Kingdom
$51.5M +$211K +11,061 +0.4%
Swiss National Bank
23
Swiss National Bank
Switzerland
$51.4M +$149K +7,800 +0.3%
Northern Trust
24
Northern Trust
Illinois
$50.5M +$4.26M +223,464 +9%
JHIU
25
Janus Henderson Investors US
Colorado
$48.5M +$1.59M +83,400 +3%

ACGL Hedge Fund Activity: Q2 2014 in Review

252 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Arch Capital (ACGL) for Q2 2014, worth a combined $6.3B — up 0.2% from $6.28B a quarter earlier.

Fund positioning in ACGL was balanced in Q2 2014: 24 funds opened new positions, 24 closed out, 83 added to existing stakes and 87 trimmed.

The largest buyer was Norges Bank, adding an estimated $74M. The largest seller was Capital Research Global Investors, cutting an estimated $144M.

  • 252 institutional investors held Arch Capital (ACGL) as of Q2 2014, down from 253 in Q1 2014.
  • Funds reported $6.3B of Arch Capital stock for Q2 2014, up 0.2% quarter-over-quarter.
  • 24 funds opened new Arch Capital positions in Q2 2014 and 24 closed out, a net change of 0 holders.
  • The largest Arch Capital buyer in Q2 2014 was Norges Bank, an estimated $74M added.
  • The largest Arch Capital seller in Q2 2014 was Capital Research Global Investors, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2014.