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Selective Insurance

235 hedge funds and large institutions have $2.48B invested in Selective Insurance in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $855K | Put options by funds: $391K

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

3% more funds holding

Funds holding: 228235 (+7)

0.16% more ownership

Funds ownership: 80.7%80.86% (+0.16%)

2% less capital invested

Capital invested by funds: $2.54B → $2.48B (-$60.1M)

30% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 94

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
235
Holders Change
+7
Holders Change %
+3.07%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
27
Increased
66
Reduced
94
Closed
19
Calls
$855K
Puts
$391K
Net Calls
+$464K
Net Calls Change
-$649K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$338M -$14.1M -255,811 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$270M -$16.5M -299,706 -5%
Macquarie Group
3
Macquarie Group
Australia
$148M +$1.8M +32,661 +1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$137M +$458K +8,315 +0.3%
State Street
5
State Street
Massachusetts
$99.4M -$7.74M -140,386 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$82.6M -$4.77M -86,434 -5%
SAM
7
Silvercrest Asset Management
New York
$80.9M -$1.33M -24,160 -2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$67.1M -$1.33M -24,157 -2%
CIP
9
Champlain Investment Partners
Vermont
$60.3M +$31.8M +576,470 +97%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$58.7M +$55.7M +1,009,343 +773%
Northern Trust
11
Northern Trust
Illinois
$58M -$2.39M -43,338 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$53.9M -$1.24M -22,553 -2%
Goldman Sachs
13
Goldman Sachs
New York
$52.2M -$1.62M -29,336 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$51.8M -$1.75M -31,701 -3%
Victory Capital Management
15
Victory Capital Management
Texas
$48.4M +$1.25M +22,697 +2%
Franklin Resources
16
Franklin Resources
California
$45.2M +$93.2K +1,691 +0.2%
VNIM
17
Vaughan Nelson Investment Management
Texas
$40.1M -$9.31M -168,910 -18%
EVM
18
Eaton Vance Management
Massachusetts
$37.8M +$4.84M +87,744 +14%
Norges Bank
19
Norges Bank
Norway
$37.5M
TCM
20
TimesSquare Capital Management
New York
$33.5M +$3.38M +61,380 +10%
Charles Schwab
21
Charles Schwab
California
$32.6M -$3.02M -54,702 -8%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$26.8M -$253K -4,591 -0.9%
SFM
23
Systematic Financial Management
New Jersey
$23.1M -$710K -12,884 -3%
Federated Hermes
24
Federated Hermes
Pennsylvania
$23.1M -$6.27M -113,710 -20%
CB
25
Cooke & Bieler
Pennsylvania
$22.3M +$23.8M +432,190 New

SIGI Hedge Fund Activity: Q3 2020 in Review

235 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Selective Insurance (SIGI) for Q3 2020, worth a combined $2.48B — down 2.4% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SIGI positions and 19 closed out — a net gain of 8 holders — while 66 added to existing stakes and 94 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $55.7M. The largest seller was Invesco, cutting an estimated $29.7M.

  • 235 institutional investors held Selective Insurance (SIGI) as of Q3 2020, up from 228 in Q2 2020.
  • Funds reported $2.48B of Selective Insurance stock for Q3 2020, down 2.4% quarter-over-quarter.
  • 27 funds opened new Selective Insurance positions in Q3 2020 and 19 closed out, a net change of +8 holders.
  • The largest Selective Insurance buyer in Q3 2020 was Janus Henderson Group, an estimated $55.7M added.
  • The largest Selective Insurance seller in Q3 2020 was Invesco, an estimated $29.7M sold.

Based on aggregated 13F filings for Q3 2020.