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Selective Insurance

269 hedge funds and large institutions have $3.05B invested in Selective Insurance in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

20,000% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $6K

0.01% less ownership

Funds ownership: 78.69%78.68% (-0.01%)

10% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 105

6% less funds holding

Funds holding: 286269 (-17)

13% less capital invested

Capital invested by funds: $3.51B → $3.05B (-$466M)

21% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 39

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
269
Holders Change
-17
Holders Change %
-5.94%
% of All Funds
5.3%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.06%
New
31
Increased
95
Reduced
105
Closed
39
Calls
$1.21M
Puts
$6K
Net Calls
+$1.2M
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$451M +$6.91M +99,895 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$362M +$1.56M +22,566 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$165M -$27.3M -394,989 -14%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$156M -$456K -6,589 -0.3%
Macquarie Group
5
Macquarie Group
Australia
$151M -$2.54M -36,745 -2%
State Street
6
State Street
Massachusetts
$139M +$7.57M +109,380 +5%
SAM
7
Silvercrest Asset Management
New York
$99M +$7.93M +114,637 +8%
Goldman Sachs
8
Goldman Sachs
New York
$82.9M +$966K +13,962 +1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$82.7M -$1.87M -27,066 -2%
Northern Trust
10
Northern Trust
Illinois
$75.8M -$777K -11,232 -1%
Invesco
11
Invesco
Georgia
$67.1M +$40.3M +582,589 +130%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$64.8M +$2.01M +28,985 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$60.3M -$2.3M -33,293 -3%
VNIM
14
Vaughan Nelson Investment Management
Texas
$55.4M -$1.82M -26,350 -3%
Norges Bank
15
Norges Bank
Norway
$47M +$1.05M +15,229 +2%
Charles Schwab
16
Charles Schwab
California
$42.7M +$3.42M +49,380 +8%
Franklin Resources
17
Franklin Resources
California
$42.4M +$45M +650,800 New
N
18
Nuveen
North Carolina
$31.9M +$10.3M +149,520 +44%
SFM
19
Systematic Financial Management
New Jersey
$29.4M +$2.92M +42,140 +10%
Truist Financial
20
Truist Financial
North Carolina
$25M +$26.6M +384,012 New
Public Employees Retirement Association of Colorado
21
Public Employees Retirement Association of Colorado
Colorado
$24.4M -$3.43M -49,600 -12%
TCM
22
Tributary Capital Management
Nebraska
$23.2M -$792K -11,440 -3%
Allianz Asset Management
23
Allianz Asset Management
Germany
$22.9M +$24.3M +350,701 New
Bank of America
24
Bank of America
North Carolina
$22.5M -$12.3M -178,416 -34%
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$22M -$10.1M -145,785 -30%

SIGI Hedge Fund Activity: Q4 2019 in Review

269 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Selective Insurance (SIGI) for Q4 2019, worth a combined $3.05B — down 13% from $3.51B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SIGI and 31 opened new positions — a net loss of 8 holders — while 105 trimmed existing stakes and 95 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $31M.

  • 269 institutional investors held Selective Insurance (SIGI) as of Q4 2019, down from 286 in Q3 2019.
  • Funds reported $3.05B of Selective Insurance stock for Q4 2019, down 13% quarter-over-quarter.
  • 31 funds opened new Selective Insurance positions in Q4 2019 and 39 closed out, a net change of -8 holders.
  • The largest Selective Insurance buyer in Q4 2019 was Franklin Resources, an estimated $45M added.
  • The largest Selective Insurance seller in Q4 2019 was Morgan Stanley, an estimated $31M sold.

Based on aggregated 13F filings for Q4 2019.