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Selective Insurance

239 hedge funds and large institutions have $3B invested in Selective Insurance in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

4% more capital invested

Capital invested by funds: $2.89B → $3B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.61% less ownership

Funds ownership: 80.55%79.94% (-0.61%)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

1% less funds holding

Funds holding: 242239 (-3)

Holders
239
Holders Change
-3
Holders Change %
-1.24%
% of All Funds
5.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
28
Increased
87
Reduced
71
Closed
29
Calls
$1.84M
Puts
Net Calls
+$1.84M
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
201
Marshall Wace North America
New York
$68K -$41.1K -653 -38%
QCG
202
Quadrant Capital Group
Ohio
$67K +$57.4K +912 +443%
FHB
203
First Hawaiian Bank
Hawaii
$58K
FHA
204
First Horizon Advisors
Tennessee
$57K
SNT
205
Security National Trust
West Virginia
$57K
ST
206
Smithfield Trust
Pennsylvania
$54K
SWA
207
Sutton Wealth Advisors
Florida
$51K
MNBTD
208
Moody National Bank Trust Division
Texas
$45K
ST
209
Sageworth Trust
Pennsylvania
$33K +$33.1K +526 New
JFGIW
210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$13K -206 -34%
TWA
211
TCI Wealth Advisors
Arizona
$23K -$629 -10 -3%
MAM
212
Meeder Asset Management
Ohio
$23K +$13.3K +211 +141%
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$22K -$6.54K -104 -23%
DBT
214
Dubuque Bank & Trust
Iowa
$20K
LFA
215
Legacy Financial Advisors
Kentucky
$18K
BBHC
216
Brown Brothers Harriman & Co
New York
$15K +$14.9K +237 New
S
217
SignatureFD
Georgia
$14K
LWM
218
Liberty Wealth Management
California
$14K +$63 +1 +0.5%
OFS
219
Orrstown Financial Services
Pennsylvania
$9K
FCA
220
FinTrust Capital Advisors
South Carolina
$8K
PA
221
Parallel Advisors
California
$7K
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$7K +$5.28K +84 New
BL
223
Balentine LLC
Georgia
$6K
PFO
224
Pathstone Family Office
New Jersey
$6K +$3.33K +53 +133%
PFBT
225
Parkside Financial Bank & Trust
Missouri
$6K +$3.46K +55 +145%

SIGI Hedge Fund Activity: Q1 2019 in Review

239 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Selective Insurance (SIGI) for Q1 2019, worth a combined $3B — up 3.7% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SIGI and 28 opened new positions — a net loss of 1 holder — while 71 trimmed existing stakes and 87 added.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $8.67M. The largest seller was Dimensional Fund Advisors, cutting an estimated $13.6M.

  • 239 institutional investors held Selective Insurance (SIGI) as of Q1 2019, down from 242 in Q4 2018.
  • Funds reported $3B of Selective Insurance stock for Q1 2019, up 3.7% quarter-over-quarter.
  • 28 funds opened new Selective Insurance positions in Q1 2019 and 29 closed out, a net change of -1 holder.
  • The largest Selective Insurance buyer in Q1 2019 was Cramer Rosenthal McGlynn, an estimated $8.67M added.
  • The largest Selective Insurance seller in Q1 2019 was Dimensional Fund Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2019.