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RLI Corp

318 hedge funds and large institutions have $5B invested in RLI Corp in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 117 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.79M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $4.71B → $5B (+$294M)

3.93% more ownership

Funds ownership: 162.36%166.29% (+3.9%)

2% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 115

4% less funds holding

Funds holding: 331318 (-13)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
318
Holders Change
-13
Holders Change %
-3.93%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
117
Reduced
115
Closed
37
Calls
$2.55M
Puts
$1.79M
Net Calls
+$758K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
251
Harbor Capital Advisors
Illinois
$146K +$146K +2,202 New
FCT
252
First Community Trust
Iowa
$146K
SOW
253
State of Wyoming
Wyoming
$124K -$109K -1,648 -47%
C
254
Covestor
United Kingdom
$110K +$97K +1,460 +768%
HNB
255
Huntington National Bank
Ohio
$107K +$2.39K +36 +2%
PA
256
Parallel Advisors
California
$98.4K -$17.8K -268 -15%
CTB
257
Country Trust Bank
Illinois
$93K
GWMI
258
Guardian Wealth Management (Illinois)
Illinois
$79.3K +$79.3K +1,194 New
S
259
SignatureFD
Georgia
$76.8K +$10.2K +154 +15%
ASN
260
Advisory Services Network
Georgia
$58.5K -$266 -4 -0.5%
Bessemer Group
261
Bessemer Group
New Jersey
$50K +$16.1K +242 +47%
HPC
262
HM Payson & Co
Maine
$48K +$48K +722 New
RTC
263
Riverview Trust Company
Washington
$38.9K
CWM
264
Compass Wealth Management
Connecticut
$31.9K
EBA
265
Eagle Bay Advisors
New York
$27.2K
CI Investments Inc
266
CI Investments Inc
Ontario, Canada
$26K +$2.26K +34 +10%
BAM
267
Belpointe Asset Management
Nevada
$24.5K
PPC
268
Park Place Capital
Alabama
$24.2K
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$22.2K +$6.77K +102 +44%
AAM
270
Advisors Asset Management
Colorado
$20.1K +$20.1K +302 New
CFD
271
Creative Financial Designs
Indiana
$19.2K +$5.05K +76 +36%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$19K +$1.46K +22 +8%
FCA
273
Fortis Capital Advisors
Kansas
$18.7K
GRP
274
Global Retirement Partners
California
$18.4K +$16.6K +250 +1,786%
Nomura Asset Management
275
Nomura Asset Management
Japan
$17.3K -$13.3K -200 -43%

RLI Hedge Fund Activity: Q1 2023 in Review

318 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q1 2023, worth a combined $5B — up 6.2% from $4.71B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of RLI and 26 opened new positions — a net loss of 11 holders — while 115 trimmed existing stakes and 117 added.

The largest buyer was AllianceBernstein, adding an estimated $90.6M. The largest seller was Morgan Stanley, cutting an estimated $37M.

  • 318 institutional investors held RLI Corp (RLI) as of Q1 2023, down from 331 in Q4 2022.
  • Funds reported $5B of RLI Corp stock for Q1 2023, up 6.2% quarter-over-quarter.
  • 26 funds opened new RLI Corp positions in Q1 2023 and 37 closed out, a net change of -11 holders.
  • The largest RLI Corp buyer in Q1 2023 was AllianceBernstein, an estimated $90.6M added.
  • The largest RLI Corp seller in Q1 2023 was Morgan Stanley, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2023.