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American Coastal Insurance

112 hedge funds and large institutions have $270M invested in American Coastal Insurance in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

2.23% more ownership

Funds ownership: 37.5%39.73% (+2.2%)

1% more capital invested

Capital invested by funds: $268M → $270M (+$2.39M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 117112 (-5)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

97% less call options, than puts

Call options by funds: $95K | Put options by funds: $3.74M

Holders
112
Holders Change
-5
Holders Change %
-4.27%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
45
Reduced
26
Closed
17
Calls
$95K
Puts
$3.74M
Net Calls
-$3.64M
Net Calls Change
-$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$50.6M +$97.5K +6,028 +0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.8M +$1.67M +103,014 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.9M +$187K +11,590 +0.8%
Franklin Resources
4
Franklin Resources
California
$17M
Invesco
5
Invesco
Georgia
$14.7M +$4.35M +269,262 +41%
SWA
6
Sutton Wealth Advisors
Florida
$11.7M
PFMOSF
7
Philadelphia Financial Management of San Francisco
California
$10.1M -$1.76M -108,613 -15%
State of Wisconsin Investment Board
8
State of Wisconsin Investment Board
Wisconsin
$9.53M +$2.22M +137,100 +30%
ACM
9
Ashford Capital Management
Delaware
$9.16M -$875K -54,130 -9%
State Street
10
State Street
Massachusetts
$9.11M +$476K +29,464 +5%
CS
11
Credit Suisse
Switzerland
$6.22M -$290K -17,939 -4%
FP
12
Foundry Partners
Minnesota
$5.82M +$1.57M +97,265 +36%
RJA
13
Raymond James & Associates
Florida
$5.01M +$453K +28,020 +10%
UCFA
14
United Capital Financial Advisors
Texas
$4.82M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.72M +$470K +29,065 +11%
Northern Trust
16
Northern Trust
Illinois
$4.45M +$10.2K +630 +0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.27M +$78.2K +4,835 +2%
IMOV
18
Investment Management of Virginia
Virginia
$3.4M +$2.53M +156,330 +271%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.75M -$28.8K -1,778 -1%
SCM
20
Stadium Capital Management
Connecticut
$2.72M +$1.84M +113,969 +200%
PCM
21
Polaris Capital Management
Massachusetts
$2.71M +$451K +27,900 +20%
BCM
22
Bridgeway Capital Management
Texas
$2.59M
MOACM
23
Mutual of America Capital Management
New York
$2.5M -$298K -18,418 -10%
Lido Advisors
24
Lido Advisors
California
$2.49M +$9.38K +580 +0.4%
TA
25
Teachers Advisors
New York
$2.17M +$1.56M +96,600 +241%

ACIC Hedge Fund Activity: Q1 2019 in Review

112 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in American Coastal Insurance (ACIC) for Q1 2019, worth a combined $270M — up 0.89% from $268M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ACIC and 12 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 45 added.

The largest buyer was Invesco, adding an estimated $4.35M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $1.76M.

  • 112 institutional investors held American Coastal Insurance (ACIC) as of Q1 2019, down from 117 in Q4 2018.
  • Funds reported $270M of American Coastal Insurance stock for Q1 2019, up 0.89% quarter-over-quarter.
  • 12 funds opened new American Coastal Insurance positions in Q1 2019 and 17 closed out, a net change of -5 holders.
  • The largest American Coastal Insurance buyer in Q1 2019 was Invesco, an estimated $4.35M added.
  • The largest American Coastal Insurance seller in Q1 2019 was Philadelphia Financial Management of San Francisco, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2019.