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PLGO

Pelagos Insurance Capital

157 hedge funds and large institutions have $1.57B invested in Pelagos Insurance Capital in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

67% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 36

25% more funds holding

Funds holding: 126157 (+31)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $1.41B → $1.57B (+$163M)

7.13% more ownership

Funds ownership: 66.63%73.76% (+7.1%)

Holders
157
Holders Change
+31
Holders Change %
+24.6%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
43
Increased
60
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMHI
1
CVC Management Holdings II
Jersey
$286M
CPI
2
Crestview Partners III
New York
$178M
PBRA
3
Pine Brook Road Advisors
New York
$131M
TC
4
Travelers Companies
Minnesota
$131M
CPI
5
Crestview Partners IV
New York
$85.4M
CLG
6
Cooperman Leon G
$68.2M +$4.86M +261,693 +7%
American Century Companies
7
American Century Companies
Missouri
$64.9M +$4.19M +225,952 +7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$58.8M +$3.02M +162,524 +5%
BlackRock
9
BlackRock
New York
$55.1M -$470K -25,314 -0.8%
ZP
10
Zimmer Partners
New York
$32M +$32.8M +1,764,551 New
Citadel Advisors
11
Citadel Advisors
Florida
$28.5M +$28.2M +1,517,927 +2,923%
LSV Asset Management
12
LSV Asset Management
Illinois
$24.4M +$25M +1,347,756 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$23.7M +$162K +8,722 +0.7%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$21.1M +$9.48M +510,699 +78%
Federated Hermes
15
Federated Hermes
Pennsylvania
$20.1M +$208K +11,200 +1%
Morgan Stanley
16
Morgan Stanley
New York
$18.5M -$5.09M -274,348 -21%
Victory Capital Management
17
Victory Capital Management
Texas
$15.1M -$516K -27,770 -3%
Boston Partners
18
Boston Partners
Massachusetts
$15M -$6.88M -370,403 -31%
Millennium Management
19
Millennium Management
New York
$15M +$9.88M +532,110 +181%
Nuveen
20
Nuveen
North Carolina
$14.9M -$5.15M -277,169 -25%
State Street
21
State Street
Massachusetts
$14.8M +$1.18M +63,743 +8%
UBS Group
22
UBS Group
Switzerland
$13M +$12.4M +668,417 +1,427%
BCM
23
Bridgeway Capital Management
Texas
$12.2M +$2.28M +122,851 +22%
CCP
24
Clough Capital Partners
Massachusetts
$11.4M
Geode Capital Management
25
Geode Capital Management
Massachusetts
$11.2M -$224K -12,041 -2%

PLGO Hedge Fund Activity: Q4 2024 in Review

157 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Pelagos Insurance Capital (PLGO) for Q4 2024, worth a combined $1.57B — up 12% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PLGO positions and 11 closed out — a net gain of 32 holders — while 60 added to existing stakes and 36 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $32.8M. The largest seller was Prospector Partners, exiting entirely with an estimated $8.34M sold.

  • 157 institutional investors held Pelagos Insurance Capital (PLGO) as of Q4 2024, up from 126 in Q3 2024.
  • Funds reported $1.57B of Pelagos Insurance Capital stock for Q4 2024, up 12% quarter-over-quarter.
  • 43 funds opened new Pelagos Insurance Capital positions in Q4 2024 and 11 closed out, a net change of +32 holders.
  • The largest Pelagos Insurance Capital buyer in Q4 2024 was Zimmer Partners, an estimated $32.8M added.
  • The largest Pelagos Insurance Capital seller in Q4 2024 was Prospector Partners, an estimated $8.34M sold.

Based on aggregated 13F filings for Q4 2024.