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Selective Insurance

331 hedge funds and large institutions have $5.55B invested in Selective Insurance in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $404K

7% more capital invested

Capital invested by funds: $5.21B → $5.55B (+$340M)

1% less funds holding

Funds holding: 334331 (-3)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

2.57% less ownership

Funds ownership: 86.39%83.82% (-2.6%)

13% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 126

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
331
Holders Change
-3
Holders Change %
-0.9%
% of All Funds
4.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
110
Reduced
126
Closed
40
Calls
$1.57M
Puts
$404K
Net Calls
+$1.17M
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$836M -$10.6M -102,659 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$718M +$37.9M +367,987 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$367M -$14.7M -142,343 -4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$265M -$3.61M -35,007 -1%
State Street
5
State Street
Massachusetts
$252M +$4.44M +43,135 +2%
Morgan Stanley
6
Morgan Stanley
New York
$241M -$206M -1,996,586 -47%
Macquarie Group
7
Macquarie Group
Australia
$162M -$3.96M -38,430 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$162M +$6.52M +63,305 +4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$158M -$534K -5,186 -0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$148M -$2.51M -24,342 -2%
Victory Capital Management
11
Victory Capital Management
Texas
$122M -$7.5M -72,796 -6%
CIP
12
Champlain Investment Partners
Vermont
$109M -$7.52M -72,980 -7%
BTW
13
Boston Trust Walden
Massachusetts
$107M -$567K -5,501 -0.6%
Northern Trust
14
Northern Trust
Illinois
$98.5M -$8.58M -83,323 -8%
Charles Schwab
15
Charles Schwab
California
$90.2M +$1.44M +13,961 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$89.3M -$7.33M -71,164 -8%
Norges Bank
17
Norges Bank
Norway
$77.9M +$3.87M +37,529 +6%
First Trust Advisors
18
First Trust Advisors
Illinois
$66.2M +$58.9M +572,208 +1,694%
VNIM
19
Vaughan Nelson Investment Management
Texas
$63.2M +$12.9M +124,860 +28%
Capital International Investors
20
Capital International Investors
California
$58.5M
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$55.5M +$52.3M +508,085 New
N
22
Nuveen
North Carolina
$51.8M +$4.03M +39,100 +9%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$48.8M -$212K -2,054 -0.5%
JP Morgan Chase
24
JP Morgan Chase
New York
$43.1M +$4.94M +47,962 +14%
Bank of America
25
Bank of America
North Carolina
$41.8M +$2.8M +27,161 +8%

SIGI Hedge Fund Activity: Q1 2024 in Review

331 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Selective Insurance (SIGI) for Q1 2024, worth a combined $5.55B — up 6.5% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SIGI and 39 opened new positions — a net loss of 1 holder — while 126 trimmed existing stakes and 110 added.

The largest buyer was First Trust Advisors, adding an estimated $58.9M. The largest seller was Morgan Stanley, cutting an estimated $206M.

  • 331 institutional investors held Selective Insurance (SIGI) as of Q1 2024, down from 334 in Q4 2023.
  • Funds reported $5.55B of Selective Insurance stock for Q1 2024, up 6.5% quarter-over-quarter.
  • 39 funds opened new Selective Insurance positions in Q1 2024 and 40 closed out, a net change of -1 holder.
  • The largest Selective Insurance buyer in Q1 2024 was First Trust Advisors, an estimated $58.9M added.
  • The largest Selective Insurance seller in Q1 2024 was Morgan Stanley, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2024.