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RLI Corp

359 hedge funds and large institutions have $4.99B invested in RLI Corp in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 102 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $3.79M | Put options by funds: $1.12M

158% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 26

13% more funds holding

Funds holding: 318359 (+41)

0% less capital invested

Capital invested by funds: $5B → $4.99B (-$14.7M)

5.41% less ownership

Funds ownership: 166.29%160.88% (-5.4%)

19% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 126

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
359
Holders Change
+41
Holders Change %
+12.89%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
67
Increased
102
Reduced
126
Closed
26
Calls
$3.79M
Puts
$1.12M
Net Calls
+$2.67M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
301
ORG Partners
Indiana
$39K +$37.7K +568 New
KI
302
Kapitalo Investimentos
Brazil
$37.9K +$37K +556 New
WTG
303
West Tower Group
Virginia
$36.7K +$35.8K +538 New
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$33K +$5.85K +88 +23%
CWM
305
Compass Wealth Management
Connecticut
$32.8K
Citadel Advisors
306
Citadel Advisors
Florida
$32.6K -$833K -12,534 -96%
EBA
307
Eagle Bay Advisors
New York
$28K
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$26.7K +$3.85K +58 +17%
PPC
309
Park Place Capital
Alabama
$24.8K
CFD
310
Creative Financial Designs
Indiana
$23.1K +$3.32K +50 +17%
Nomura Asset Management
311
Nomura Asset Management
Japan
$17.7K
GRP
312
Global Retirement Partners
California
$17.6K -$399 -6 -2%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$17.2K
BC
314
Bartlett & Co
Ohio
$17K
ST
315
Smithfield Trust
Pennsylvania
$17K
SIC
316
SJS Investment Consulting
Ohio
$16.5K +$3.19K +48 +25%
GCM
317
Gladius Capital Management
Illinois
$16.1K +$15.7K +236 New
ACM
318
Aquatic Capital Management
Illinois
$14K +$13.3K +200 New
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$12.8K +$1.06K +16 +9%
CWC
320
Carolinas Wealth Consulting
North Carolina
$11.3K -$2.26K -34 -17%
AP
321
Arlington Partners
Alabama
$10.8K
VCM
322
Versant Capital Management
Arizona
$10.8K +$1.2K +18 +13%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$10.6K
LFG
324
Larson Financial Group
Missouri
$10.1K
GWM
325
Geneos Wealth Management
Colorado
$9.01K +$3.99K +60 +83%

RLI Hedge Fund Activity: Q2 2023 in Review

359 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q2 2023, worth a combined $4.99B — down 0.29% from $5B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new RLI positions and 26 closed out — a net gain of 41 holders — while 102 added to existing stakes and 126 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $51.3M. The largest seller was BlackRock, cutting an estimated $160M.

  • 359 institutional investors held RLI Corp (RLI) as of Q2 2023, up from 318 in Q1 2023.
  • Funds reported $4.99B of RLI Corp stock for Q2 2023, down 0.29% quarter-over-quarter.
  • 67 funds opened new RLI Corp positions in Q2 2023 and 26 closed out, a net change of +41 holders.
  • The largest RLI Corp buyer in Q2 2023 was Millennium Management, an estimated $51.3M added.
  • The largest RLI Corp seller in Q2 2023 was BlackRock, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2023.