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Selective Insurance

242 hedge funds and large institutions have $2.89B invested in Selective Insurance in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more funds holding

Funds holding: 215242 (+27)

0.44% more ownership

Funds ownership: 80.11%80.55% (+0.44%)

3% less capital invested

Capital invested by funds: $2.99B → $2.89B (-$103M)

8% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 74

Holders
242
Holders Change
+27
Holders Change %
+12.56%
% of All Funds
5.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
48
Increased
68
Reduced
74
Closed
19
Calls
$1.45M
Puts
Net Calls
+$1.45M
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$510M -$4.17M -66,934 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$363M +$7.01M +112,683 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$220M -$10.7M -171,293 -5%
Macquarie Group
4
Macquarie Group
Australia
$164M -$25.1M -403,018 -13%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$153M +$1.11M +17,886 +0.7%
State Street
6
State Street
Massachusetts
$105M -$204K -3,277 -0.2%
Goldman Sachs
7
Goldman Sachs
New York
$96.9M -$3.98M -63,927 -4%
SAM
8
Silvercrest Asset Management
New York
$92.9M -$12.7M -203,371 -12%
Northern Trust
9
Northern Trust
Illinois
$84.3M +$179K +2,875 +0.2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$75.6M -$8.74M -140,401 -10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$63.4M -$1.26M -20,212 -2%
VNIM
12
Vaughan Nelson Investment Management
Texas
$52.9M +$54M +867,950 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$41.9M +$2.37M +38,044 +6%
Norges Bank
14
Norges Bank
Norway
$41.8M
Bank of America
15
Bank of America
North Carolina
$36.8M -$2.74M -44,008 -7%
Invesco
16
Invesco
Georgia
$34.6M +$8.24M +132,452 +30%
Principal Financial Group
17
Principal Financial Group
Iowa
$29.6M -$897K -14,416 -3%
CRCP
18
Copper Rock Capital Partners
Massachusetts
$29.5M -$872K -14,004 -3%
SFM
19
Systematic Financial Management
New Jersey
$29.3M -$459K -7,381 -2%
TCM
20
Tributary Capital Management
Nebraska
$28.8M +$340K +5,469 +1%
SCM
21
Sterling Capital Management
North Carolina
$26.8M -$1.87M -30,000 -6%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$26.1M
CIP
23
Chartwell Investment Partners
Pennsylvania
$26M -$426K -6,850 -2%
Charles Schwab
24
Charles Schwab
California
$25.1M -$28.8K -463 -0.1%
Ameriprise
25
Ameriprise
Minnesota
$24.6M +$2.49M +40,052 +11%

SIGI Hedge Fund Activity: Q4 2018 in Review

242 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Selective Insurance (SIGI) for Q4 2018, worth a combined $2.89B — down 3.4% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SIGI positions and 19 closed out — a net gain of 29 holders — while 68 added to existing stakes and 74 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $54M. The largest seller was Macquarie Group, cutting an estimated $25.1M.

  • 242 institutional investors held Selective Insurance (SIGI) as of Q4 2018, up from 215 in Q3 2018.
  • Funds reported $2.89B of Selective Insurance stock for Q4 2018, down 3.4% quarter-over-quarter.
  • 48 funds opened new Selective Insurance positions in Q4 2018 and 19 closed out, a net change of +29 holders.
  • The largest Selective Insurance buyer in Q4 2018 was Vaughan Nelson Investment Management, an estimated $54M added.
  • The largest Selective Insurance seller in Q4 2018 was Macquarie Group, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2018.