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American Coastal Insurance

94 hedge funds and large institutions have $91.3M invested in American Coastal Insurance in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.42% less ownership

Funds ownership: 35.35%34.93% (-0.42%)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

5% less funds holding

Funds holding: 9994 (-5)

23% less capital invested

Capital invested by funds: $119M → $91.3M (-$27.4M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
31
Reduced
33
Closed
10
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20.9M -$309K -40,245 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.3M -$114K -14,855 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.48M -$678K -88,309 -7%
Franklin Resources
4
Franklin Resources
California
$6.41M +$3.78K +493 +0%
SWA
5
Sutton Wealth Advisors
Florida
$4.77M +$326K +42,451 +6%
State Street
6
State Street
Massachusetts
$3.87M -$226K -29,416 -4%
State of Wisconsin Investment Board
7
State of Wisconsin Investment Board
Wisconsin
$3.73M -$50.7K -6,600 -1%
SCM
8
Stadium Capital Management
Connecticut
$3.57M +$3.82M +498,237 +547%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.22M +$24.9K +3,238 +0.9%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.85M -$72.1K -9,389 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.64M -$40.6K -5,286 -2%
Northern Trust
12
Northern Trust
Illinois
$1.57M -$84.3K -10,991 -4%
IMOV
13
Investment Management of Virginia
Virginia
$1.5M +$644K +83,902 +51%
N
14
Nuveen
North Carolina
$1.33M -$38.1K -4,970 -2%
PCM
15
Polaris Capital Management
Massachusetts
$1.3M
RJA
16
Raymond James & Associates
Florida
$1.05M -$995K -129,585 -43%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.01M -$159K -20,750 -11%
Lido Advisors
18
Lido Advisors
California
$984K +$8.9K +1,160 +0.7%
Principal Financial Group
19
Principal Financial Group
Iowa
$896K -$47.8K -6,230 -4%
Charles Schwab
20
Charles Schwab
California
$814K -$26.1K -3,398 -2%
BCM
21
Bridgeway Capital Management
Texas
$769K
Invesco
22
Invesco
Georgia
$755K +$26.1K +3,395 +3%
Ameriprise
23
Ameriprise
Minnesota
$644K -$43.7K -5,690 -5%
PPA
24
Parametric Portfolio Associates
Washington
$598K +$225K +29,313 +42%
Morgan Stanley
25
Morgan Stanley
New York
$503K +$131K +17,030 +26%

ACIC Hedge Fund Activity: Q3 2020 in Review

94 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in American Coastal Insurance (ACIC) for Q3 2020, worth a combined $91.3M — down 23% from $119M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ACIC and 5 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 31 added.

The largest buyer was Stadium Capital Management, adding an estimated $3.82M. The largest seller was Credit Suisse, cutting an estimated $1.8M.

  • 94 institutional investors held American Coastal Insurance (ACIC) as of Q3 2020, down from 99 in Q2 2020.
  • Funds reported $91.3M of American Coastal Insurance stock for Q3 2020, down 23% quarter-over-quarter.
  • 5 funds opened new American Coastal Insurance positions in Q3 2020 and 10 closed out, a net change of -5 holders.
  • The largest American Coastal Insurance buyer in Q3 2020 was Stadium Capital Management, an estimated $3.82M added.
  • The largest American Coastal Insurance seller in Q3 2020 was Credit Suisse, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2020.