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Skyward Specialty Insurance

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.

New
Increased
Maintained
Reduced
Closed

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: 95122 (+27)

18.34% more ownership

Funds ownership: 41.35%59.68% (+18%)

Holders
122
Holders Change
+27
Holders Change %
+28.42%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
57
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$49.8M +$26.2M +1,053,570 +137%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.4M +$19.7M +790,826 +110%
Jennison Associates
3
Jennison Associates
New York
$37.1M +$8.79M +352,971 +35%
WHG
4
Westwood Holdings Group
Texas
$35.9M -$400K -16,039 -1%
CIP
5
Champlain Investment Partners
Vermont
$34.1M +$31M +1,245,335 New
Ameriprise
6
Ameriprise
Minnesota
$21.6M +$13.2M +530,045 +206%
Morgan Stanley
7
Morgan Stanley
New York
$21.4M +$18.3M +734,399 +1,569%
EA
8
Emerald Advisers
Pennsylvania
$21M -$12.4K -498 -0.1%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.6M
American Century Companies
10
American Century Companies
Missouri
$16.1M +$1.37M +54,945 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$14.4M +$8.04M +322,813 +160%
Two Sigma Investments
12
Two Sigma Investments
New York
$13.9M +$9.13M +366,628 +256%
ZP
13
Zimmer Partners
New York
$13.6M -$3.8M -152,457 -23%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M +$2.32M +93,168 +23%
ECM
15
Engle Capital Management
Connecticut
$13M +$74.7K +3,000 +0.6%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$12.3M +$10.6M +426,300 +1,845%
DCM
17
Driehaus Capital Management
Illinois
$11.8M +$3.05M +122,417 +40%
T. Rowe Price Investment Management
18
T. Rowe Price Investment Management
Maryland
$11.5M -$1.15M -46,056 -10%
PCM
19
Peregrine Capital Management
Minnesota
$11.2M -$635K -25,485 -6%
RA
20
Royce & Associates
New York
$9.97M -$2.33M -93,333 -20%
ACM
21
Ashford Capital Management
Delaware
$9.71M +$8.84M +354,800 New
State Street
22
State Street
Massachusetts
$9.6M +$5.17M +207,441 +145%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$9.43M +$7.85M +315,252 +1,072%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$7.57M -$579K -23,247 -8%
WA
25
Wasatch Advisors
Utah
$7M +$1.75M +70,182 +38%

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.