RLI Corp
376 hedge funds and large institutions have $5.38B invested in RLI Corp in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 131 reducing their positions, and 32 closing their positions.
332% more call options, than puts
Call options by funds: $5.32M | Put options by funds: $1.23M
66% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 32
7% more capital invested
Capital invested by funds: $5.03B → $5.38B (+$354M)
5% more funds holding
Funds holding: 357 → 376 (+19)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 131
6.64% less ownership
Funds ownership: 165.45% → 158.81% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$49.6M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$20.9M |
| 3 |
MC
Maren Capital
Chicago,
Illinois
|
+$15.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$10.3M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$9.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$227M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$32.2M |
| 3 |
JP Morgan Chase
New York
|
-$31.8M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$27.2M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
401
IFP Advisors
Tampa,
Florida
| – | -$6.13K | -92 | Closed |
|
|
GWS
402
Glassman Wealth Services
Vienna,
Virginia
| – | -$3.33K | -50 | Closed |
|
403
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$3K | -38 | Closed |
|
|
VF
404
VitalStone Financial
Shavano Park,
Texas
| – | -$3K | -38 | Closed |
|
|
AT
405
Arlington Trust
Birmingham,
Alabama
| – | -$2.4K | -36 | Closed |
|
|
IPW
406
Impact Partnership Wealth
Marietta,
Georgia
| – | -$932 | -14 | Closed |
|
|
FDCP
407
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| – | -$133 | -2 | Closed |
|
RLI Hedge Fund Activity: Q1 2024 in Review
376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q1 2024, worth a combined $5.38B — up 7% from $5.03B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new RLI positions and 32 closed out — a net gain of 21 holders — while 119 added to existing stakes and 131 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $49.6M. The largest seller was Morgan Stanley, cutting an estimated $227M.
- 376 institutional investors held RLI Corp (RLI) as of Q1 2024, up from 357 in Q4 2023.
- Funds reported $5.38B of RLI Corp stock for Q1 2024, up 7% quarter-over-quarter.
- 53 funds opened new RLI Corp positions in Q1 2024 and 32 closed out, a net change of +21 holders.
- The largest RLI Corp buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $49.6M added.
- The largest RLI Corp seller in Q1 2024 was Morgan Stanley, an estimated $227M sold.
Based on aggregated 13F filings for Q1 2024.