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Skyward Specialty Insurance
SKWD

148 hedge funds and large institutions have $1.03B invested in Skyward Specialty Insurance in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

92% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 37

67% more capital invested

Capital invested by funds: $615M → $1.03B (+$413M)

21% more funds holding

Funds holding: 122 → 148 (+26)

20.89% more ownership

Funds ownership: 59.68% → 80.57% (+21%)

Holders
148
Holders Change
+26
Holders Change %
+21.31%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
71
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$75.1M
2
Capital International Investors
Capital International Investors
California
+$46M
3
DCM
Driehaus Capital Management
Illinois
+$21.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$17.2M
5
BlackRock
BlackRock
New York
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
-$35.9M
2
Jennison Associates
Jennison Associates
New York
-$15.5M
3
ZP
Zimmer Partners
New York
-$10.1M
4
RA
Royce & Associates
New York
-$9.97M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Voloridge Investment Management
51
Voloridge Investment Management
Florida
$3.82M +$2.46M +79,951 +243%
PI
52
Putnam Investments
Massachusetts
$3.44M -$821K -26,705 -21%
SSA
53
Schonfeld Strategic Advisors
New York
$3.2M +$2.6M +84,674 +864%
EI
54
EAM Investors
California
$3.2M -$62.9K -2,045 -2%
KCM
55
Kennedy Capital Management
Missouri
$3.15M -$4.52K -147 -0.2%
WMSA
56
Weiss Multi-Strategy Advisers
New York
$2.96M +$321K +10,439 +14%
Citadel Advisors
57
Citadel Advisors
Florida
$2.96M +$2.26M +73,554 +531%
RI
58
Redwood Investments
Massachusetts
$2.89M +$2.62M +85,291 New
OAM
59
Oberweis Asset Management
Illinois
$2.77M +$2.52M +81,800 New
Calamos Advisors
60
Calamos Advisors
Illinois
$2.33M -$1.16M -37,651 -35%
FG
61
Formula Growth
Quebec, Canada
$2.19M +$969K +31,500 +95%
Capstone Investment Advisors
62
Capstone Investment Advisors
New York
$2.17M +$278K +9,057 +16%
Squarepoint
63
Squarepoint
New York
$1.97M +$206K +6,692 +13%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$1.87M +$1.7M +55,300 New
Lazard Asset Management
65
Lazard Asset Management
New York
$1.73M +$1.09M +35,509 +230%
JF
66
Jump Financial
Illinois
$1.7M +$143K +4,642 +10%
SGM
67
Seven Grand Managers
New York
$1.69M +$1.54M +50,000 New
IP
68
Interval Partners
New York
$1.69M +$1.53M +49,854 New
QC
69
Quadrature Capital
United Kingdom
$1.58M +$192K +6,232 +15%
Invesco
70
Invesco
Georgia
$1.38M -$16.1K -523 -1%
Barclays
71
Barclays
United Kingdom
$1.31M +$684K +22,240 +135%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$1.25M +$834K +27,129 +275%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$1.12M +$34.9K +1,136 +4%
CAM
74
ClariVest Asset Management
California
$1.04M -$295K -9,595 -24%
QT
75
Quantbot Technologies
New York
$1.03M -$243K -7,897 -21%
1 2
3
4 5

SKWD Hedge Fund Activity: Q4 2023 in Review

148 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Skyward Specialty Insurance (SKWD) for Q4 2023, worth a combined $1.03B — up 67% from $615M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SKWD positions and 8 closed out — a net gain of 26 holders — while 71 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $75.1M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $35.9M sold.

  • 148 institutional investors held Skyward Specialty Insurance (SKWD) as of Q4 2023, up from 122 in Q3 2023.
  • Funds reported $1.03B of Skyward Specialty Insurance stock for Q4 2023, up 67% quarter-over-quarter.
  • 34 funds opened new Skyward Specialty Insurance positions in Q4 2023 and 8 closed out, a net change of +26 holders.
  • The largest Skyward Specialty Insurance buyer in Q4 2023 was Morgan Stanley, an estimated $75.1M added.
  • The largest Skyward Specialty Insurance seller in Q4 2023 was Westwood Holdings Group, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2023.