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Selective Insurance

334 hedge funds and large institutions have $5.21B invested in Selective Insurance in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 111 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $388K

205% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 20

12% more funds holding

Funds holding: 298334 (+36)

2.21% more ownership

Funds ownership: 84.18%86.39% (+2.2%)

1% less capital invested

Capital invested by funds: $5.26B → $5.21B (-$57.2M)

3% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 111

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
334
Holders Change
+36
Holders Change %
+12.08%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
61
Increased
108
Reduced
111
Closed
20
Calls
$1.77M
Puts
$388K
Net Calls
+$1.38M
Net Calls Change
+$711K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$772M +$41.5M +404,213 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$617M +$4.23M +41,276 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$418M +$222M +2,161,732 +106%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$348M -$37.5M -365,739 -9%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$245M -$20.2M -197,012 -7%
State Street
6
State Street
Massachusetts
$225M +$10.3M +100,649 +5%
Macquarie Group
7
Macquarie Group
Australia
$151M -$35.9M -350,029 -19%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$144M +$97.2M +947,147 +188%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$141M +$5.67M +55,298 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$137M +$258K +2,510 +0.2%
Victory Capital Management
11
Victory Capital Management
Texas
$118M +$15.4M +149,901 +14%
CIP
12
Champlain Investment Partners
Vermont
$106M -$6.16M -60,005 -5%
Northern Trust
13
Northern Trust
Illinois
$98.1M +$670K +6,526 +0.7%
BTW
14
Boston Trust Walden
Massachusetts
$97.8M +$1.83M +17,800 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$88.5M -$3.52M -34,298 -4%
Charles Schwab
16
Charles Schwab
California
$80.8M +$1.81M +17,657 +2%
Norges Bank
17
Norges Bank
Norway
$67.3M +$1.47M +14,332 +2%
Capital International Investors
18
Capital International Investors
California
$53.3M
Goldman Sachs
19
Goldman Sachs
New York
$50.3M +$1.89M +18,457 +4%
VNIM
20
Vaughan Nelson Investment Management
Texas
$45.1M +$1.55M +15,070 +3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$44.6M -$10.3M -100,617 -18%
N
22
Nuveen
North Carolina
$43.3M +$6.56M +63,980 +17%
Invesco
23
Invesco
Georgia
$39.2M -$51.4M -500,869 -56%
SAM
24
Silvercrest Asset Management
New York
$38.9M -$539K -5,254 -1%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$35.6M +$237K +2,311 +0.6%

SIGI Hedge Fund Activity: Q4 2023 in Review

334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Selective Insurance (SIGI) for Q4 2023, worth a combined $5.21B — down 1.1% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SIGI positions and 20 closed out — a net gain of 41 holders — while 108 added to existing stakes and 111 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $222M. The largest seller was AllianceBernstein, cutting an estimated $102M.

  • 334 institutional investors held Selective Insurance (SIGI) as of Q4 2023, up from 298 in Q3 2023.
  • Funds reported $5.21B of Selective Insurance stock for Q4 2023, down 1.1% quarter-over-quarter.
  • 61 funds opened new Selective Insurance positions in Q4 2023 and 20 closed out, a net change of +41 holders.
  • The largest Selective Insurance buyer in Q4 2023 was Morgan Stanley, an estimated $222M added.
  • The largest Selective Insurance seller in Q4 2023 was AllianceBernstein, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2023.