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Skyward Specialty Insurance

157 hedge funds and large institutions have $1.07B invested in Skyward Specialty Insurance in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

6% more funds holding

Funds holding: 148157 (+9)

4% more capital invested

Capital invested by funds: $1.03B → $1.07B (+$45.7M)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

4.36% less ownership

Funds ownership: 80.57%76.2% (-4.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
57
Reduced
57
Closed
21
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
151
Toth Financial Advisory
Virginia
$1.5K
PS
152
Principal Securities
Iowa
$1.27K
RAM
153
Riggs Asset Management
Pennsylvania
$1.12K +$1.01K +30 New
C
154
Covestor
United Kingdom
$1K +$541 +16 +400%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$337 +$305 +9 New
RIL
156
Rothschild Investment LLC
Illinois
$187 +$169 +5 New
AWM
157
Avior Wealth Management
Nebraska
$149 +$135 +4 New
T. Rowe Price Investment Management
158
T. Rowe Price Investment Management
Maryland
-$13.4M -395,635 Closed
HRCM
159
Hood River Capital Management
Florida
-$9.31M -274,755 Closed
ZP
160
Zimmer Partners
New York
-$5.76M -169,900 Closed
EGI
161
EAM Global Investors
California
-$3.86M -114,071 Closed
WMSA
162
Weiss Multi-Strategy Advisers
New York
-$2.96M -87,487 Closed
FG
163
Formula Growth
Quebec, Canada
-$2.19M -64,500 Closed
Canada Pension Plan Investment Board
164
Canada Pension Plan Investment Board
Ontario, Canada
-$1.87M -55,300 Closed
SGM
165
Seven Grand Managers
New York
-$1.69M -50,000 Closed
Balyasny Asset Management
166
Balyasny Asset Management
Illinois
-$1.25M -36,980 Closed
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
-$642K -18,937 Closed
AWM
168
AE Wealth Management
Kansas
-$530K -16,856 Closed
ADIM
169
Alpha DNA Investment Management
Maryland
-$525K -15,497 Closed
M1FG
170
Mach-1 Financial Group
Arkansas
-$465K -13,738 Closed
TI
171
Trexquant Investment
Connecticut
-$435K -12,837 Closed
Mirae Asset Global Investments
172
Mirae Asset Global Investments
South Korea
-$378K -11,171 Closed
State Board of Administration of Florida Retirement System
173
State Board of Administration of Florida Retirement System
Florida
-$231K -6,810 Closed
EGM
174
Engineers Gate Manager
New York
-$226K -6,676 Closed
Verition Fund Management
175
Verition Fund Management
Connecticut
-$224K -6,600 Closed

SKWD Hedge Fund Activity: Q1 2024 in Review

157 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Skyward Specialty Insurance (SKWD) for Q1 2024, worth a combined $1.07B — up 4.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SKWD positions and 21 closed out — a net gain of 11 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Capital International Investors, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $73.2M.

  • 157 institutional investors held Skyward Specialty Insurance (SKWD) as of Q1 2024, up from 148 in Q4 2023.
  • Funds reported $1.07B of Skyward Specialty Insurance stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 32 funds opened new Skyward Specialty Insurance positions in Q1 2024 and 21 closed out, a net change of +11 holders.
  • The largest Skyward Specialty Insurance buyer in Q1 2024 was Capital International Investors, an estimated $24.3M added.
  • The largest Skyward Specialty Insurance seller in Q1 2024 was Morgan Stanley, an estimated $73.2M sold.

Based on aggregated 13F filings for Q1 2024.