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American Coastal Insurance

48 hedge funds and large institutions have $29.8M invested in American Coastal Insurance in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,002% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $169K

131% more capital invested

Capital invested by funds: $12.9M → $29.8M (+$16.9M)

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

33% more funds holding

Funds holding: 3648 (+12)

4.88% more ownership

Funds ownership: 10.55%15.42% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
13
Reduced
8
Closed
10
Calls
$1.86M
Puts
$169K
Net Calls
+$1.69M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$75.2K +$72.7K +16,852 New
JP Morgan Chase
27
JP Morgan Chase
New York
$72.4K +$67.5K +15,632 +2,567%
LPL Financial
28
LPL Financial
California
$67.5K -$8.35K -1,935 -11%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$64.4K +$62.4K +14,450 New
Osaic Holdings
30
Osaic Holdings
Arizona
$63.8K -$40.1K -9,300 -39%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$60.9K +$58.9K +13,657 New
UBS Group
32
UBS Group
Switzerland
$48.6K +$40K +9,279 +572%
AIG
33
American International Group
New York
$42.1K +$40.7K +9,441 New
Wells Fargo
34
Wells Fargo
California
$33.4K +$31.7K +7,338 +5,096%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$33.3K +$29.4K +6,802 +1,040%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$29.1K +$28.2K +6,525 New
Citigroup
37
Citigroup
New York
$26K +$25.2K +5,840 New
TRCT
38
Tower Research Capital (TRC)
New York
$17.8K -$36.4K -8,445 -68%
Barclays
39
Barclays
United Kingdom
$17.5K +$17K +3,929 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$14K -$1.74K -402 -12%
AB
41
Amalgamated Bank
New York
$9K +$8.23K +1,908 New
Legal & General Group
42
Legal & General Group
United Kingdom
$8.38K +$8.11K +1,879 New
SWA
43
Sutton Wealth Advisors
Florida
$7.75K -$22 -5 -0.3%
AIP
44
Ameritas Investment Partners
Nebraska
$7.22K +$6.99K +1,620 New
Citadel Advisors
45
Citadel Advisors
Florida
$2.75K +$2.66K +616 New
EWA
46
EverSource Wealth Advisors
Alabama
$624 +$604 +140 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$183 +$177 +41 New
HNB
48
Huntington National Bank
Ohio
$4
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$180K -41,605 Closed
Millennium Management
50
Millennium Management
New York
-$91K -32,398 Closed

ACIC Hedge Fund Activity: Q2 2023 in Review

48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Coastal Insurance (ACIC) for Q2 2023, worth a combined $29.8M — up 131% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ACIC positions and 10 closed out — a net gain of 12 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $3.55M. The largest seller was Lido Advisors, cutting an estimated $324K.

  • 48 institutional investors held American Coastal Insurance (ACIC) as of Q2 2023, up from 36 in Q1 2023.
  • Funds reported $29.8M of American Coastal Insurance stock for Q2 2023, up 131% quarter-over-quarter.
  • 22 funds opened new American Coastal Insurance positions in Q2 2023 and 10 closed out, a net change of +12 holders.
  • The largest American Coastal Insurance buyer in Q2 2023 was BlackRock, an estimated $3.55M added.
  • The largest American Coastal Insurance seller in Q2 2023 was Lido Advisors, an estimated $324K sold.

Based on aggregated 13F filings for Q2 2023.