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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
LCM
51
LRT Capital Management
Texas
$10M +$10M +151,006 New
MOACM
52
Mutual of America Capital Management
New York
$10M -$343K -5,166 -3%
PAM
53
Panagora Asset Management
Massachusetts
$9.95M +$9.95M +149,794 New
WT
54
Whittier Trust
California
$9.35M +$68.1K +1,026 +0.7%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$8.69M +$20.3M +306,250 +225%
CS
56
Credit Suisse
Switzerland
$8.27M +$246K +3,710 +3%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$7.76M +$39.8K +600 +0.5%
Ameriprise
58
Ameriprise
Minnesota
$7.71M -$84.7K -1,276 -1%
UBS Group
59
UBS Group
Switzerland
$7.69M -$3.15M -47,356 -29%
First Trust Advisors
60
First Trust Advisors
Illinois
$7.56M +$1.45M +21,810 +24%
Stifel Financial
61
Stifel Financial
Missouri
$7.49M -$138K -2,082 -2%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$7.03M -$47K -708 -0.7%
EAM
63
Eagle Asset Management
Florida
$6.91M -$950K -14,298 -12%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$6.69M -$101K -1,514 -1%
UBS AM
65
UBS AM
Illinois
$6.59M +$447K +6,736 +7%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$6.14M -$2.18M -32,828 -26%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.1M -$159K -2,396 -3%
MIM
68
MetLife Investment Management
New Jersey
$5.91M -$81.8K -1,232 -1%
LPL Financial
69
LPL Financial
California
$5.85M -$64.6K -972 -1%
Federated Hermes
70
Federated Hermes
Pennsylvania
$5.18M +$4.54M +68,404 +722%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$4.92M +$34K +512 +0.7%
WTC
72
WhitTier Trust Company
Nevada
$4.88M +$251K +3,774 +5%
TPSF
73
Texas Permanent School Fund
Texas
$4.82M +$1.21M +18,282 +34%
AQR Capital Management
74
AQR Capital Management
Connecticut
$4.69M +$600K +9,032 +15%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$4.65M -$520K -7,824 -10%

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.