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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$75.1M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$46M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$21.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$17.2M |
| 5 |
BlackRock
New York
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$35.9M |
| 2 |
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
Baltimore,
Maryland
|
-$3.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
151
Monashee Investment Management
Boston,
Massachusetts
| – | -$2.33M | -85,000 | Closed |
|
152
Tudor Investment Corp
Stamford,
Connecticut
| – | -$584K | -21,340 | Closed |
|
|
PCM
153
Penn Capital Management
Philadelphia,
Pennsylvania
| – | -$414K | -15,116 | Closed |
|
154
KeyBank National Association
Cleveland,
Ohio
| – | -$212K | -7,749 | Closed |
|
155
Comerica Bank
Dallas,
Texas
| – | -$14.3K | -523 | Closed |
|
|
C
156
Covestor
London,
United Kingdom
| – | -$31 | -1 | -20% |
|
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.