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RLI Corp

331 hedge funds and large institutions have $4.71B invested in RLI Corp in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $801K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more capital invested

Capital invested by funds: $3.77B → $4.71B (+$936M)

5% more funds holding

Funds holding: 316331 (+15)

2% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 107

1.38% less ownership

Funds ownership: 163.74%162.36% (-1.4%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
109
Reduced
107
Closed
34
Calls
$3.19M
Puts
$801K
Net Calls
+$2.39M
Net Calls Change
+$864K
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$4.99K +$4.73K +76 New
CMBA
302
C.M. Bidwell & Associates
Hawaii
$4.86K
GWM
303
Geneos Wealth Management
Colorado
$4.73K
JWA
304
JFS Wealth Advisors
Pennsylvania
$4.33K -$124 -2 -3%
JWM
305
Janiczek Wealth Management
Colorado
$4.23K +$3.86K +62 New
CS
306
Comerica Securities
Michigan
$4.2K +$3.98K +64 New
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.11K +50 +357%
PMFA
308
Plante Moran Financial Advisors
Michigan
$3.96K -$3.73K -60 -50%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$3.33K
GWS
310
Glassman Wealth Services
Virginia
$3.28K
SC
311
Schubert & Co
Texas
$3.02K +$249 +4 +10%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$2.49K +$2.36K +38 New
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$2.23K
QCG
314
Quadrant Capital Group
Ohio
$1.97K -$746 -12 -29%
IAA
315
Independent Advisor Alliance
North Carolina
$1.92K +$448K +7,210 +33%
NA
316
NewEdge Advisors
Louisiana
$1.71K +$1.87K +30 New
AF
317
Allworth Financial
California
$1.57K
TWP
318
TFO Wealth Partners
Ohio
$1.41K +$3.86K +62 New
AF
319
Advisornet Financial
Minnesota
$1.18K +$1.12K +18 New
DI
320
Disciplined Investments
Oklahoma
$1.05K -$249 -4 -20%
SWA
321
Sutton Wealth Advisors
Florida
$1.05K -$124 -2 -11%
FMP
322
Financial Management Professionals
Texas
$1K
Jones Financial Companies
323
Jones Financial Companies
Missouri
$1K +$871 +14 New
GRP
324
Global Retirement Partners
California
$930
DA
325
Denali Advisors
California
$919 +$871 +14 New

RLI Hedge Fund Activity: Q4 2022 in Review

331 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q4 2022, worth a combined $4.71B — up 25% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RLI positions and 34 closed out — a net gain of 21 holders — while 109 added to existing stakes and 107 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $143M. The largest seller was Janus Henderson Group, cutting an estimated $52.5M.

  • 331 institutional investors held RLI Corp (RLI) as of Q4 2022, up from 316 in Q3 2022.
  • Funds reported $4.71B of RLI Corp stock for Q4 2022, up 25% quarter-over-quarter.
  • 55 funds opened new RLI Corp positions in Q4 2022 and 34 closed out, a net change of +21 holders.
  • The largest RLI Corp buyer in Q4 2022 was Morgan Stanley, an estimated $143M added.
  • The largest RLI Corp seller in Q4 2022 was Janus Henderson Group, an estimated $52.5M sold.

Based on aggregated 13F filings for Q4 2022.