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Selective Insurance

228 hedge funds and large institutions have $2.54B invested in Selective Insurance in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.36B → $2.54B (+$186M)

1.24% more ownership

Funds ownership: 79.46%80.7% (+1.2%)

4% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 83

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

1% less funds holding

Funds holding: 231228 (-3)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
228
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
4.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
33
Increased
80
Reduced
83
Closed
35
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
176
HSBC Holdings
United Kingdom
$221K -$76.8K -1,518 -27%
TI
177
Trexquant Investment
Connecticut
$212K +$203K +4,011 New
TCM
178
Teza Capital Management
Illinois
$203K +$195K +3,849 New
CNC
179
Canandaigua National Corp
New York
$201K +$193K +3,814 New
LBC
180
Lawrence B. Cohen
$200K +$192K +3,800 New
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$178K +$175K +3,450 New
LIA
182
LS Investment Advisors
Michigan
$162K +$6.93K +137 +5%
PC
183
PhiloSmith Capital
Connecticut
$158K
SPIA
184
Steward Partners Investment Advisory
New York
$130K
PAG
185
Private Advisor Group
New Jersey
$125K +$120K +2,377 New
BG
186
Bollard Group
Massachusetts
$103K +$98.7K +1,950 New
FMT
187
First Mercantile Trust
Tennessee
$101K -$69K -1,363 -42%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$96K +$21.9K +433 +31%
APA
189
American Portfolios Advisors
New York
$87.9K
TF
190
Tompkins Financial
New York
$76K
WC
191
Wexford Capital
Florida
$74K +$70.9K +1,400 New
WT
192
Whittier Trust
California
$66K
VNA
193
Valley National Advisers
Pennsylvania
$66K +$304 +6 +0.5%
EP
194
Eudaimonia Partners
Tennessee
$63K
PCG
195
Private Capital Group
Connecticut
$50K +$12.7K +250 +36%
ST
196
Smithfield Trust
Pennsylvania
$45K
FHA
197
First Horizon Advisors
Tennessee
$41K
SNT
198
Security National Trust
West Virginia
$37K
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$36K +$35K +692 New
HIA
200
Harbor Investment Advisory
Maryland
$15K

SIGI Hedge Fund Activity: Q2 2020 in Review

228 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Selective Insurance (SIGI) for Q2 2020, worth a combined $2.54B — up 7.9% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SIGI and 33 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 80 added.

The largest buyer was Victory Capital Management, adding an estimated $34.3M. The largest seller was Dimensional Fund Advisors, cutting an estimated $23.7M.

  • 228 institutional investors held Selective Insurance (SIGI) as of Q2 2020, down from 231 in Q1 2020.
  • Funds reported $2.54B of Selective Insurance stock for Q2 2020, up 7.9% quarter-over-quarter.
  • 33 funds opened new Selective Insurance positions in Q2 2020 and 35 closed out, a net change of -2 holders.
  • The largest Selective Insurance buyer in Q2 2020 was Victory Capital Management, an estimated $34.3M added.
  • The largest Selective Insurance seller in Q2 2020 was Dimensional Fund Advisors, an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2020.