We are live on ! Find out more
RLI icon

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
PMFA
301
Plante Moran Financial Advisors
Michigan
$4.01K
SC
302
Schubert & Co
Texas
$3.72K +$664 +10 +22%
GWS
303
Glassman Wealth Services
Virginia
$3.32K
PFBT
304
Parkside Financial Bank & Trust
Missouri
$2.53K
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$2.26K
BTI
306
Blue Trust Inc
Georgia
$2K +$2.26K +34 New
AF
307
Allworth Financial
California
$1.59K
AF
308
Advisornet Financial
Minnesota
$1.46K +$266 +4 +22%
CFB
309
Cullen/Frost Bankers
Texas
$1.46K +$1.46K +22 New
DI
310
Disciplined Investments
Oklahoma
$1.2K +$133 +2 +13%
FMP
311
Financial Management Professionals
Texas
$1K
FHA
312
First Horizon Advisors
Tennessee
$665
JWM
313
Janiczek Wealth Management
Colorado
$515 -$3.59K -54 -87%
HI
314
Horizon Investments
North Carolina
$399 +$398 +6 New
TWP
315
TFO Wealth Partners
Ohio
$266 -$3.85K -58 -94%
PA
316
PSI Advisors
Florida
$133
FGAM
317
Financial Gravity Asset Management
Texas
$1 +$266 +4 +2%
PI
318
Putnam Investments
Massachusetts
-$7.29M -111,060 Closed
BC
319
Brookfield Corp
Ontario, Canada
-$3.57M -54,450 Closed
OQS
320
Occudo Quantitative Strategies
Florida
-$2.55M -38,914 Closed
AG
321
Algert Global
California
-$2.46M -37,510 Closed
Millennium Management
322
Millennium Management
New York
-$2.43M -36,986 Closed
PFO
323
Pathstone Family Office
New Jersey
-$886K -20,752 Closed
SSA
324
Schonfeld Strategic Advisors
New York
-$1.34M -20,396 Closed
QC
325
Quadrature Capital
United Kingdom
-$1.31M -19,990 Closed

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.