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Kinsale Capital Group

250 hedge funds and large institutions have $2.97B invested in Kinsale Capital Group in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 78 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 14

56% more call options, than puts

Call options by funds: $11M | Put options by funds: $7.08M

44% more capital invested

Capital invested by funds: $2.06B → $2.97B (+$903M)

30% more funds holding

Funds holding: 192250 (+58)

10% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 71

2.93% less ownership

Funds ownership: 88.81%85.89% (-2.9%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
250
Holders Change
+58
Holders Change %
+30.21%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
74
Increased
78
Reduced
71
Closed
14
Calls
$11M
Puts
$7.08M
Net Calls
+$3.94M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$483M +$16.4M +123,484 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$345M +$55.9M +420,112 +23%
BAMCO Inc
3
BAMCO Inc
New York
$295M +$16.8M +126,008 +7%
JP Morgan Chase
4
JP Morgan Chase
New York
$192M -$49.4M -370,718 -23%
GCM
5
Geneva Capital Management
Wisconsin
$119M +$2.77M +20,782 +3%
State Street
6
State Street
Massachusetts
$112M -$3.58M -26,916 -4%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$91.5M +$6.6M +49,596 +9%
ACM
8
Atlanta Capital Management
Georgia
$70.5M -$449K -3,373 -0.7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$68.1M +$1.23M +9,219 +2%
Wells Fargo
10
Wells Fargo
California
$59.5M -$11.9M -89,069 -19%
Goldman Sachs
11
Goldman Sachs
New York
$59.4M -$16.1M -120,929 -24%
HRCM
12
Hood River Capital Management
Florida
$55.1M -$39.1M -293,749 -45%
Northern Trust
13
Northern Trust
Illinois
$54.3M +$1.73M +12,986 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$53M -$203K -1,523 -0.4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$51.1M +$3.48M +26,148 +9%
Invesco
16
Invesco
Georgia
$40.9M +$2.41M +18,115 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$39.4M -$17M -127,536 -33%
Norges Bank
18
Norges Bank
Norway
$38.8M +$779K +5,851 +2%
Principal Financial Group
19
Principal Financial Group
Iowa
$26.5M -$218K -1,635 -0.9%
EAM
20
Eagle Asset Management
Florida
$25.8M -$15.6M -117,247 -41%
Victory Capital Management
21
Victory Capital Management
Texas
$25.5M -$19.8M -148,414 -47%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.6M -$729K -5,474 -3%
GKIM
23
GW&K Investment Management
Massachusetts
$24.1M +$20.7M +155,200 New
HCM
24
Howland Capital Management
Massachusetts
$23.8M +$610K +4,581 +3%
American Century Companies
25
American Century Companies
Missouri
$23.2M +$452K +3,393 +2%

KNSL Hedge Fund Activity: Q2 2020 in Review

250 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kinsale Capital Group (KNSL) for Q2 2020, worth a combined $2.97B — up 44% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new KNSL positions and 14 closed out — a net gain of 60 holders — while 78 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55.9M. The largest seller was JP Morgan Chase, cutting an estimated $49.4M.

  • 250 institutional investors held Kinsale Capital Group (KNSL) as of Q2 2020, up from 192 in Q1 2020.
  • Funds reported $2.97B of Kinsale Capital Group stock for Q2 2020, up 44% quarter-over-quarter.
  • 74 funds opened new Kinsale Capital Group positions in Q2 2020 and 14 closed out, a net change of +60 holders.
  • The largest Kinsale Capital Group buyer in Q2 2020 was Vanguard Group, an estimated $55.9M added.
  • The largest Kinsale Capital Group seller in Q2 2020 was JP Morgan Chase, an estimated $49.4M sold.

Based on aggregated 13F filings for Q2 2020.