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RLI Corp

393 hedge funds and large institutions have $5.15B invested in RLI Corp in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 149 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $914K

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

32% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 113

5% more funds holding

Funds holding: 376393 (+17)

1.2% more ownership

Funds ownership: 158.81%160.01% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $5.38B → $5.15B (-$236M)

Holders
393
Holders Change
+17
Holders Change %
+4.52%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
56
Increased
149
Reduced
113
Closed
34
Calls
$1.7M
Puts
$914K
Net Calls
+$788K
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
251
Versor Investments
New York
$366K +$372K +5,200 New
WB
252
WesBanco Bank
West Virginia
$356K
AWAG
253
ARS Wealth Advisors Group
Florida
$353K -$39.5K -552 -10%
QPW
254
Quantum Private Wealth
Florida
$353K
II
255
Inspire Investing
Idaho
$352K +$13.2K +184 +4%
FFA
256
First Foundation Advisors
California
$348K
MAM
257
Madison Asset Management
Wisconsin
$347K
Bank of Nova Scotia
258
Bank of Nova Scotia
Ontario, Canada
$346K +$19.6K +274 +6%
CL
259
Choreo LLC
Illinois
$345K +$351K +4,910 New
ST
260
Somerset Trust
Pennsylvania
$334K -$429 -6 -0.1%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$330K -$277K -3,868 -45%
TC
262
TwinBeech Capital
New York
$326K +$331K +4,630 New
BRWA
263
B. Riley Wealth Advisors
Florida
$325K +$57.4K +802 +21%
Lazard Asset Management
264
Lazard Asset Management
New York
$312K +$192K +2,682 +152%
URS
265
Utah Retirement Systems
Utah
$310K
MML Investors Services
266
MML Investors Services
Massachusetts
$306K +$33.1K +462 +12%
GT
267
Glenmede Trust
Pennsylvania
$301K +$16.7K +234 +6%
AWM
268
Apollon Wealth Management
South Carolina
$296K +$19.2K +268 +7%
ADIM
269
Alpha DNA Investment Management
Maryland
$296K +$66.8K +934 +29%
US Bancorp
270
US Bancorp
Minnesota
$296K +$20.6K +288 +7%
MM
271
MQS Management
New York
$292K +$298K +4,158 New
TCM
272
Traynor Capital Management
Pennsylvania
$281K -$61.8K -864 -18%
PC
273
Pecaut & Co
Iowa
$280K
SPIA
274
Steward Partners Investment Advisory
New York
$272K -$3.29K -46 -1%
PFA
275
Pure Financial Advisors
California
$268K

RLI Hedge Fund Activity: Q2 2024 in Review

393 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q2 2024, worth a combined $5.15B — down 4.4% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new RLI positions and 34 closed out — a net gain of 22 holders — while 149 added to existing stakes and 113 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $11.6M. The largest seller was Balyasny Asset Management, cutting an estimated $26.5M.

  • 393 institutional investors held RLI Corp (RLI) as of Q2 2024, up from 376 in Q1 2024.
  • Funds reported $5.15B of RLI Corp stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 56 funds opened new RLI Corp positions in Q2 2024 and 34 closed out, a net change of +22 holders.
  • The largest RLI Corp buyer in Q2 2024 was Prospera Financial Services, an estimated $11.6M added.
  • The largest RLI Corp seller in Q2 2024 was Balyasny Asset Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2024.