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Skyward Specialty Insurance

212 hedge funds and large institutions have $1.84B invested in Skyward Specialty Insurance in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,848% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $71K

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $1.49B → $1.84B (+$351M)

9% more funds holding

Funds holding: 195212 (+17)

0.08% less ownership

Funds ownership: 91%90.92% (-0.08%)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
2.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
42
Increased
63
Reduced
78
Closed
22
Calls
$4.93M
Puts
$71K
Net Calls
+$4.86M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
151
CIM LLC
New York
$339K -$3.45K -71 -1%
Pathstone Holdings
152
Pathstone Holdings
New Jersey
$308K +$296K +6,091 New
JIP
153
Jaffetilchin Investment Partners
Florida
$304K -$28.3K -583 -9%
BCI
154
Brinker Capital Investments
Pennsylvania
$301K -$64.8K -1,334 -18%
OPS
155
Orion Portfolio Solutions
Nebraska
$301K -$64.8K -1,334 -18%
Mariner
156
Mariner
Kansas
$295K +$284K +5,840 New
DFCM
157
Dark Forest Capital Management
Puerto Rico
$293K -$914K -18,817 -76%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$278K
US Bancorp
159
US Bancorp
Minnesota
$277K -$420K -8,645 -61%
DADC
160
D.A. Davidson & Co
Montana
$274K -$118K -2,440 -31%
N
161
Numerai
California
$266K +$256K +5,264 New
KMC
162
Kirr Marbach & Co
Indiana
$252K +$242K +4,986 New
IWC
163
Integrated Wealth Concepts
Massachusetts
$244K +$235K +4,829 New
ATPW
164
Ashton Thomas Private Wealth
Arizona
$230K +$221K +4,542 New
PFPT
165
Pinnacle Financial Partners (Tennessee)
Tennessee
$220K +$212K +4,357 New
HSBC Holdings
166
HSBC Holdings
United Kingdom
$219K +$210K +4,320 New
GCM
167
Graham Capital Management
Connecticut
$218K -$474K -9,767 -69%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$218K +$9.18K +189 +5%
AIP
169
Ameritas Investment Partners
Nebraska
$196K +$12K +247 +7%
WSFS
170
Wilmington Savings Fund Society
Delaware
$186K -$5.34K -110 -3%
SIM
171
Sandia Investment Management
Massachusetts
$85.1K -$404K -8,317 -83%
Lazard Asset Management
172
Lazard Asset Management
New York
$81K -$647K -13,332 -89%
SOW
173
State of Wyoming
Wyoming
$80.8K -$248K -5,107 -76%
AB
174
Amalgamated Bank
New York
$65K
OWP
175
ORG Wealth Partners
Texas
$61.5K +$59.1K +1,216 New

SKWD Hedge Fund Activity: Q4 2024 in Review

212 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Skyward Specialty Insurance (SKWD) for Q4 2024, worth a combined $1.84B — up 24% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SKWD positions and 22 closed out — a net gain of 20 holders — while 63 added to existing stakes and 78 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $39.6M. The largest seller was Morgan Stanley, cutting an estimated $21.5M.

  • 212 institutional investors held Skyward Specialty Insurance (SKWD) as of Q4 2024, up from 195 in Q3 2024.
  • Funds reported $1.84B of Skyward Specialty Insurance stock for Q4 2024, up 24% quarter-over-quarter.
  • 42 funds opened new Skyward Specialty Insurance positions in Q4 2024 and 22 closed out, a net change of +20 holders.
  • The largest Skyward Specialty Insurance buyer in Q4 2024 was Capital World Investors, an estimated $39.6M added.
  • The largest Skyward Specialty Insurance seller in Q4 2024 was Morgan Stanley, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2024.