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Skyward Specialty Insurance
SKWD

122 hedge funds and large institutions have $615M invested in Skyward Specialty Insurance in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

56% more capital invested

Capital invested by funds: $396M → $615M (+$220M)

28% more funds holding

Funds holding: 95 → 122 (+27)

18.34% more ownership

Funds ownership: 41.35% → 59.68% (+18%)

Holders
122
Holders Change
+27
Holders Change %
+28.42%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
57
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
+$31M
2
BlackRock
BlackRock
New York
+$26.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$19.7M
4
Morgan Stanley
Morgan Stanley
New York
+$18.3M
5
Ameriprise
Ameriprise
Minnesota
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$21.4M
2
BC
Brookfield Corp
Ontario, Canada
-$7.26M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$5.53M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.77M
5
ZP
Zimmer Partners
New York
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
51
Kennedy Capital Management
Missouri
$2.55M +$236K +9,453 +11%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$2.5M +$1.54M +61,772 +209%
MIM
53
Monashee Investment Management
Massachusetts
$2.33M +$626K +25,139 +42%
N
54
Nuveen
North Carolina
$2.32M +$1.77M +70,860 +509%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$2.18M +$1.98M +79,504 New
WMSA
56
Weiss Multi-Strategy Advisers
New York
$2.11M -$2.54M -101,777 -57%
Goldman Sachs
57
Goldman Sachs
New York
$1.95M +$330K +13,238 +23%
OQS
58
Occudo Quantitative Strategies
Florida
$1.9M +$913K +36,653 +112%
Capstone Investment Advisors
59
Capstone Investment Advisors
New York
$1.5M +$1.37M +55,000 New
Squarepoint
60
Squarepoint
New York
$1.41M – – –
JF
61
Jump Financial
Illinois
$1.25M +$474K +19,043 +72%
Invesco
62
Invesco
Georgia
$1.13M +$199K +7,978 +24%
JCIA
63
Jackson Creek Investment Advisors
Colorado
$1.11M +$1.01M +40,697 New
CAM
64
ClariVest Asset Management
California
$1.11M +$1.01M +40,421 New
QC
65
Quadrature Capital
United Kingdom
$1.1M +$167K +6,708 +20%
QT
66
Quantbot Technologies
New York
$1.05M +$726K +29,129 +313%
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$957K +$872K +34,988 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$926K +$77.2K +3,100 +10%
FG
69
Formula Growth
Quebec, Canada
$903K +$822K +33,000 New
Voloridge Investment Management
70
Voloridge Investment Management
Florida
$901K +$820K +32,930 New
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$872K +$503K +20,202 +173%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$842K -$174 -7 -0%
Swiss National Bank
73
Swiss National Bank
Switzerland
$785K – – –
Tudor Investment Corp
74
Tudor Investment Corp
Connecticut
$584K +$532K +21,340 New
Jane Street
75
Jane Street
New York
$563K +$513K +20,588 New
1 2
3
4 5

SKWD Hedge Fund Activity: Q3 2023 in Review

122 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Skyward Specialty Insurance (SKWD) for Q3 2023, worth a combined $615M — up 56% from $396M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SKWD positions and 8 closed out — a net gain of 27 holders — while 57 added to existing stakes and 23 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $31M. The largest seller was T. Rowe Price Associates, cutting an estimated $21.4M.

  • 122 institutional investors held Skyward Specialty Insurance (SKWD) as of Q3 2023, up from 95 in Q2 2023.
  • Funds reported $615M of Skyward Specialty Insurance stock for Q3 2023, up 56% quarter-over-quarter.
  • 35 funds opened new Skyward Specialty Insurance positions in Q3 2023 and 8 closed out, a net change of +27 holders.
  • The largest Skyward Specialty Insurance buyer in Q3 2023 was Champlain Investment Partners, an estimated $31M added.
  • The largest Skyward Specialty Insurance seller in Q3 2023 was T. Rowe Price Associates, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2023.