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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$31M |
| 2 |
BlackRock
New York
|
+$26.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.7M |
| 4 |
Morgan Stanley
New York
|
+$18.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$21.4M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$7.26M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$5.53M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.77M |
| 5 |
ZP
Zimmer Partners
New York
|
-$3.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGM
126
Seven Grand Managers
Bronxville,
New York
| – | -$1.36M | -53,643 | Closed |
|
127
Marshall Wace
London,
United Kingdom
| – | -$266K | -10,470 | Closed |
|
128
UBS Group
Zurich,
Switzerland
| – | -$194K | -7,639 | Closed |
|
|
SO
129
STRS Ohio
Columbus,
Ohio
| – | -$55K | -2,200 | Closed |
|
|
C
130
Covestor
London,
United Kingdom
| – | +$125 | +5 | New |
|
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.