Capstone Investment Advisors
HCI icon

Capstone Investment Advisors’s HCI Group HCI Stock Holding History

Capstone Investment Advisors’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,581
Closed -$863K – 1766
2026
Q1 		$863K Buy
+5,581
New +$914K ﹤0.01% 911
2025
Q4 		– Sell
-3,614
Closed -$694K – 1792
2025
Q3 		$694K Buy
+3,614
New +$572K ﹤0.01% 1181
2021
Q4 		– Sell
-6,401
Closed -$709K – 1946
2021
Q3 		$709K Buy
+6,401
New +$668K ﹤0.01% 1498

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capstone Investment Advisors's HCI Position: Q2 2026 in Review

Capstone Investment Advisors sold out of HCI Group (HCI) in Q2 2026, closing a stake of 5,581 shares — an estimated $863K sold.

Capstone Investment Advisors first reported a position in HCI in Q3 2021 and held it in 3 quarters. The position peaked at $863K in Q1 2026. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Capstone Investment Advisors reported no remaining HCI Group position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,581 HCI Group shares in Q2 2026, an estimated $863K.
  • Capstone Investment Advisors first reported a position in HCI Group in Q3 2021 and held it in 3 quarters.
  • Capstone Investment Advisors's HCI Group position peaked at $863K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.