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Selective Insurance

241 hedge funds and large institutions have $3.69B invested in Selective Insurance in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

1% more funds holding

Funds holding: 238241 (+3)

0.98% less ownership

Funds ownership: 82.27%81.29% (-0.98%)

8% less capital invested

Capital invested by funds: $3.99B → $3.69B (-$304M)

25% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 100

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
4.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
75
Reduced
100
Closed
16
Calls
$687K
Puts
Net Calls
+$687K
Net Calls Change
-$668K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$504M -$13.2M -163,801 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$425M -$659K -8,187 -0.1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$230M +$3.52M +43,666 +1%
Macquarie Group
4
Macquarie Group
Australia
$198M -$3.71M -46,020 -2%
State Street
5
State Street
Massachusetts
$140M -$7.61M -94,531 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$129M +$18.4M +228,502 +16%
CIP
7
Champlain Investment Partners
Vermont
$114M +$846K +10,510 +0.7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$110M +$882K +10,952 +0.8%
Franklin Resources
9
Franklin Resources
California
$103M -$15.3M -190,281 -12%
Victory Capital Management
10
Victory Capital Management
Texas
$95.7M -$1.35M -16,778 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$89.7M -$1.68M -20,872 -2%
SAM
12
Silvercrest Asset Management
New York
$89.3M +$106K +1,318 +0.1%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$89.2M -$10.7M -133,065 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$83.5M +$5.18M +64,329 +6%
Northern Trust
15
Northern Trust
Illinois
$78.5M -$1.35M -16,789 -2%
Goldman Sachs
16
Goldman Sachs
New York
$68M -$4.07M -50,544 -5%
ACM
17
Atlanta Capital Management
Georgia
$56.2M -$2.35M -29,222 -4%
VNIM
18
Vaughan Nelson Investment Management
Texas
$53.9M +$9.34M +115,995 +19%
Charles Schwab
19
Charles Schwab
California
$50.8M +$1.4M +17,419 +3%
EVM
20
Eaton Vance Management
Massachusetts
$48.9M +$337K +4,185 +0.6%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$47.8M +$121K +1,499 +0.2%
Norges Bank
22
Norges Bank
Norway
$44.7M -$112K -1,391 -0.2%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$41.3M +$1.81M +22,511 +4%
CB
24
Cooke & Bieler
Pennsylvania
$37.8M -$11.2M -138,630 -22%
SFM
25
Systematic Financial Management
New Jersey
$35.1M -$1.44M -17,857 -4%

SIGI Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Selective Insurance (SIGI) for Q3 2021, worth a combined $3.69B — down 7.6% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SIGI positions and 16 closed out — a net gain of 5 holders — while 75 added to existing stakes and 100 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $18.4M. The largest seller was Franklin Resources, cutting an estimated $15.3M.

  • 241 institutional investors held Selective Insurance (SIGI) as of Q3 2021, up from 238 in Q2 2021.
  • Funds reported $3.69B of Selective Insurance stock for Q3 2021, down 7.6% quarter-over-quarter.
  • 21 funds opened new Selective Insurance positions in Q3 2021 and 16 closed out, a net change of +5 holders.
  • The largest Selective Insurance buyer in Q3 2021 was AllianceBernstein, an estimated $18.4M added.
  • The largest Selective Insurance seller in Q3 2021 was Franklin Resources, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2021.