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Skyward Specialty Insurance
SKWD

95 hedge funds and large institutions have $396M invested in Skyward Specialty Insurance in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

165% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 17

44% more capital invested

Capital invested by funds: $275M → $396M (+$120M)

19% more funds holding

Funds holding: 80 → 95 (+15)

7.94% more ownership

Funds ownership: 33.41% → 41.35% (+7.9%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
45
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$17.3M
2
Jennison Associates
Jennison Associates
New York
+$11.3M
3
EA
Emerald Advisers
Pennsylvania
+$7.63M
4
DCM
Driehaus Capital Management
Illinois
+$7.13M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.42M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$14.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.99M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.5M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$4.81M
5
PMAM
Picton Mahoney Asset Management
Ontario, Canada
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$231K +$210K +9,082 New
UBS Group
77
UBS Group
Switzerland
$194K +$176K +7,639 New
Lazard Asset Management
78
Lazard Asset Management
New York
$192K +$176K +7,630 New
MIM
79
MetLife Investment Management
New Jersey
$153K – – –
AIG
80
American International Group
New York
$127K +$208 +9 +0.2%
SOW
81
State of Wyoming
Wyoming
$125K +$113K +4,904 New
Deutsche Bank
82
Deutsche Bank
Germany
$124K -$38.6K -1,670 -26%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$119K +$109K +4,700 New
Barclays
84
Barclays
United Kingdom
$115K -$93K -4,026 -47%
Wells Fargo
85
Wells Fargo
California
$105K +$52.7K +2,281 +122%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$96.1K +$1.96K +85 +2%
Citigroup
87
Citigroup
New York
$87.3K +$79.4K +3,436 New
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$55.3K +$50.3K +2,176 New
SO
89
STRS Ohio
Ohio
$55K – – –
TRCT
90
Tower Research Capital (TRC)
New York
$51.6K +$37.4K +1,618 +391%
AB
91
Amalgamated Bank
New York
$31K -$13.6K -590 -33%
AIP
92
Ameritas Investment Partners
Nebraska
$21.2K – – –
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$15.8K – – –
Osaic Holdings
94
Osaic Holdings
Arizona
$4.7K -$69 -3 -2%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$2.08K +$531 +23 +39%
SSA
96
Schonfeld Strategic Advisors
New York
– -$2.38M -109,029 Closed
Walleye Capital
97
Walleye Capital
New York
– -$2.19M -100,000 Closed
CRM
98
Cramer Rosenthal McGlynn
Connecticut
– -$1.71M -78,121 Closed
TAM
99
Toscafund Asset Management
United Kingdom
– -$931K -42,586 Closed
Capstone Investment Advisors
100
Capstone Investment Advisors
New York
– -$890K -40,700 Closed
1 2 3
4
5

SKWD Hedge Fund Activity: Q2 2023 in Review

95 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Skyward Specialty Insurance (SKWD) for Q2 2023, worth a combined $396M — up 44% from $275M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SKWD positions and 9 closed out — a net gain of 15 holders — while 45 added to existing stakes and 17 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $17.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $14.9M.

  • 95 institutional investors held Skyward Specialty Insurance (SKWD) as of Q2 2023, up from 80 in Q1 2023.
  • Funds reported $396M of Skyward Specialty Insurance stock for Q2 2023, up 44% quarter-over-quarter.
  • 24 funds opened new Skyward Specialty Insurance positions in Q2 2023 and 9 closed out, a net change of +15 holders.
  • The largest Skyward Specialty Insurance buyer in Q2 2023 was Westwood Holdings Group, an estimated $17.3M added.
  • The largest Skyward Specialty Insurance seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2023.