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Kinsale Capital Group

144 hedge funds and large institutions have $982M invested in Kinsale Capital Group in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

41% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 41

6% more funds holding

Funds holding: 136144 (+8)

0.23% less ownership

Funds ownership: 83.53%83.3% (-0.23%)

13% less capital invested

Capital invested by funds: $1.13B → $982M (-$147M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
144
Holders Change
+8
Holders Change %
+5.88%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
58
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$90M +$15.6M +264,220 +19%
BAMCO Inc
2
BAMCO Inc
New York
$80.1M +$1.17M +19,811 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$74.5M +$1.58M +26,740 +2%
Goldman Sachs
4
Goldman Sachs
New York
$52.8M +$441K +7,459 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$51.3M +$185K +3,134 +0.3%
HA
6
Homestead Advisers
Virginia
$48.5M -$25.1M -425,172 -33%
Wells Fargo
7
Wells Fargo
California
$35.5M -$1.23M -20,887 -3%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$31.6M +$5.53M +93,514 +20%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$31.6M +$5.16M +87,356 +18%
HRCM
10
Hood River Capital Management
Florida
$29.4M +$451K +7,627 +1%
NCGI
11
Next Century Growth Investors
Minnesota
$27.3M +$1.19M +20,220 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$25.7M -$189K -3,193 -0.7%
ACM
13
Atlanta Capital Management
Georgia
$24.6M -$147K -2,491 -0.6%
State Street
14
State Street
Massachusetts
$21.6M +$416K +7,042 +2%
O
15
OppenheimerFunds
New York
$19.1M -$1.78M -30,055 -8%
TCM
16
Tygh Capital Management
Oregon
$17.1M +$875K +14,801 +5%
Northern Trust
17
Northern Trust
Illinois
$15.6M +$722K +12,223 +5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$15.4M +$1.01M +17,045 +7%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6M -$246K -4,165 -2%
DC
20
Davenport & Co
Virginia
$13.8M -$29.6K -501 -0.2%
Allianz Asset Management
21
Allianz Asset Management
Germany
$13.6M -$47.6K -806 -0.3%
Victory Capital Management
22
Victory Capital Management
Texas
$13.4M +$25.1K +424 +0.2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$12.4M +$667K +11,288 +5%
PAM
24
Panagora Asset Management
Massachusetts
$11.4M +$708K +11,988 +6%
GIM
25
Granahan Investment Management
Massachusetts
$11.1M +$519K +8,783 +5%

KNSL Hedge Fund Activity: Q4 2018 in Review

144 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kinsale Capital Group (KNSL) for Q4 2018, worth a combined $982M — down 13% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KNSL positions and 10 closed out — a net gain of 9 holders — while 58 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $15.6M. The largest seller was Homestead Advisers, cutting an estimated $25.1M.

  • 144 institutional investors held Kinsale Capital Group (KNSL) as of Q4 2018, up from 136 in Q3 2018.
  • Funds reported $982M of Kinsale Capital Group stock for Q4 2018, down 13% quarter-over-quarter.
  • 19 funds opened new Kinsale Capital Group positions in Q4 2018 and 10 closed out, a net change of +9 holders.
  • The largest Kinsale Capital Group buyer in Q4 2018 was BlackRock, an estimated $15.6M added.
  • The largest Kinsale Capital Group seller in Q4 2018 was Homestead Advisers, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2018.