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RLI Corp
RLI

317 hedge funds and large institutions have $5.01B invested in RLI Corp in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 114 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: 3 → 4 (+1)

7.99% more ownership

Funds ownership: 158.3% → 166.29% (+8%)

6% more capital invested

Capital invested by funds: $4.71B → $5.01B (+$299M)

2% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 114

4% less funds holding

Funds holding: 329 → 317 (-12)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
5.05%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
116
Reduced
114
Closed
37
Calls
$2.55M
Puts
$1.79M
Net Calls
+$758K
Net Calls Change
-$1.63M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$90.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.6M
4
Norges Bank
Norges Bank
Norway
+$16.5M
5
Invesco
Invesco
Georgia
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$37M
2
BlackRock
BlackRock
New York
-$9.92M
3
Citadel Advisors
Citadel Advisors
Florida
-$9.24M
4
State Street
State Street
Massachusetts
-$8.89M
5
PI
Putnam Investments
Massachusetts
-$7.29M

RLI Hedge Fund Activity: Q1 2023 in Review

317 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q1 2023, worth a combined $5.01B — up 6.4% from $4.71B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of RLI and 27 opened new positions — a net loss of 10 holders — while 114 trimmed existing stakes and 116 added.

The largest buyer was AllianceBernstein, adding an estimated $90.6M. The largest seller was Morgan Stanley, cutting an estimated $37M.

  • 317 institutional investors held RLI Corp (RLI) as of Q1 2023, down from 329 in Q4 2022.
  • Funds reported $5.01B of RLI Corp stock for Q1 2023, up 6.4% quarter-over-quarter.
  • 27 funds opened new RLI Corp positions in Q1 2023 and 37 closed out, a net change of -10 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.