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RLI Corp
RLI

208 hedge funds and large institutions have $2.31B invested in RLI Corp in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

25% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 61

12% more funds holding

Funds holding: 186 → 208 (+22)

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$181M)

4.34% more ownership

Funds ownership: 168.69% → 173.03% (+4.3%)

Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
76
Reduced
61
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$22.2M
2
BlackRock
BlackRock
New York
+$9.28M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.72M
4
RA
Royce & Associates
New York
+$4.72M
5
Goldman Sachs
Goldman Sachs
New York
+$4.52M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.71M
2
EVM
Eaton Vance Management
Massachusetts
-$5.17M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.19M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
151
Centiva Capital
New York
$244K +$236K +8,042 New
XK
152
Xact Kapitalforvaltning
Sweden
$232K +$225K +7,660 New
CIBC Asset Management
153
CIBC Asset Management
Ontario, Canada
$225K +$218K +7,426 New
SCM
154
Shelton Capital Management
Colorado
$224K – – –
HSBC Holdings
155
HSBC Holdings
United Kingdom
$219K +$213K +7,248 New
William Blair & Company
156
William Blair & Company
Illinois
$218K -$53.1K -1,810 -20%
VIA
157
Vident Investment Advisory
Georgia
$214K +$207K +7,066 New
RCM
158
Riverhead Capital Management
Delaware
$211K +$47K +1,600 +30%
AQR Capital Management
159
AQR Capital Management
Connecticut
$209K +$203K +6,906 New
FCM
160
Flinton Capital Management
Pennsylvania
$185K +$44.2K +1,504 +33%
ZB
161
Zions Bancorporation
Utah
$152K -$1.06K -36 -0.7%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$150K +$1.64K +56 +1%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K -$20K -680 -13%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$138K +$40.9K +1,394 +44%
H
165
Hexavest
Quebec, Canada
$115K – – –
WTC
166
WhitTier Trust Company
Nevada
$103K +$23.7K +806 +31%
AF
167
Advisornet Financial
Minnesota
$87K +$84K +2,860 New
GWM
168
Geneos Wealth Management
Colorado
$84K – – –
HNB
169
Huntington National Bank
Ohio
$71K – – –
OWA
170
One Wealth Advisors
California
$71K +$68.9K +2,348 New
LIA
171
LS Investment Advisors
Michigan
$70K -$7.22K -246 -10%
II
172
Inspire Investing
Idaho
$60K +$58.3K +1,986 New
AG
173
Advisor Group
Arizona
$57K -$3.29K -112 -6%
VCM
174
Versant Capital Management
Arizona
$50K +$1.17K +40 +2%
SWP
175
Stratos Wealth Partners
Ohio
$43K +$42.1K +1,434 New
5 6
7
8 9

RLI Hedge Fund Activity: Q4 2017 in Review

208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q4 2017, worth a combined $2.31B — up 8.5% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new RLI positions and 12 closed out — a net gain of 22 holders — while 76 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $22.2M. The largest seller was Neuberger Berman Group, cutting an estimated $7.71M.

  • 208 institutional investors held RLI Corp (RLI) as of Q4 2017, up from 186 in Q3 2017.
  • Funds reported $2.31B of RLI Corp stock for Q4 2017, up 8.5% quarter-over-quarter.
  • 34 funds opened new RLI Corp positions in Q4 2017 and 12 closed out, a net change of +22 holders.
  • The largest RLI Corp buyer in Q4 2017 was JP Morgan Chase, an estimated $22.2M added.
  • The largest RLI Corp seller in Q4 2017 was Neuberger Berman Group, an estimated $7.71M sold.

Based on aggregated 13F filings for Q4 2017.