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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
SO
176
STRS Ohio
Ohio
$42K +$17.6K +600 +75%
SWA
177
Sutton Wealth Advisors
Florida
$35K +$21.5K +732 +173%
PCM
178
Prelude Capital Management
New York
$26K +$25.3K +860 New
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$25K +$117 +4 +0.5%
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$25K +$4.7K +160 +24%
US Bancorp
181
US Bancorp
Minnesota
$24K +$7.99K +272 +54%
Simplex Trading
182
Simplex Trading
Illinois
$20K +$20.1K +684 New
KF
183
Krilogy Financial
Missouri
$19K +$59 +2 +0.3%
FHA
184
First Horizon Advisors
Tennessee
$18K – – –
SWM
185
SeaCrest Wealth Management
New York
$14K +$13.9K +472 New
PA
186
Parallel Advisors
California
$10K – – –
IA
187
IFP Advisors
Florida
$9K -$20.4K -694 -70%
AIL
188
AGF Investments LLC
Ontario, Canada
$9K -$940 -32 -10%
GAM
189
Gemmer Asset Management
California
$8K – – –
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$7K +$6.46K +220 New
PMFA
191
Plante Moran Financial Advisors
Michigan
$4K -$470 -16 -12%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$4K – – –
SA
193
SRH Advisors
Kansas
$4K – – –
MOS
194
MGO One Seven
Ohio
$4K +$4.17K +142 New
ASN
195
Advisory Services Network
Georgia
$3K – – –
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
HI
197
Hudock Inc
Pennsylvania
$3K +$117 +4 +4%
ST
198
Smithfield Trust
Pennsylvania
$3K +$2.64K +90 New
TRCT
199
Tower Research Capital (TRC)
New York
$2K -$255K -8,668 -99%
CMBA
200
C.M. Bidwell & Associates
Hawaii
$2K – – –
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.