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American Coastal Insurance

90 hedge funds and large institutions have $78.1M invested in American Coastal Insurance in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 8890 (+2)

0.82% less ownership

Funds ownership: 32.39%31.57% (-0.82%)

22% less capital invested

Capital invested by funds: $101M → $78.1M (-$22.4M)

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $116K

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
26
Reduced
34
Closed
9
Calls
Puts
$116K
Net Calls
-$116K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20.8M -$164K -26,893 -0.7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$9.28M +$149K +24,297 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.56M -$533K -87,123 -7%
SWA
4
Sutton Wealth Advisors
Florida
$4.52M +$30.6K +5,003 +0.6%
State Street
5
State Street
Massachusetts
$3.8M +$208K +34,010 +5%
SCM
6
Stadium Capital Management
Connecticut
$3.41M
State of Wisconsin Investment Board
7
State of Wisconsin Investment Board
Wisconsin
$3.1M
Invesco
8
Invesco
Georgia
$3.06M +$354K +57,880 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.06M +$104K +16,930 +5%
IMOV
10
Investment Management of Virginia
Virginia
$1.31M -$13.5K -2,200 -0.9%
Northern Trust
11
Northern Trust
Illinois
$1.22M -$69.5K -11,361 -5%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.16M -$272K -44,398 -18%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.1M -$32.3K -5,284 -3%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$1.07M +$577K +94,272 +102%
PPA
15
Parametric Portfolio Associates
Washington
$984K +$274K +44,753 +35%
PCM
16
Polaris Capital Management
Massachusetts
$979K
AA
17
Ancora Advisors
Ohio
$975K -$62.5K -10,220 -6%
Lido Advisors
18
Lido Advisors
California
$955K +$10.6K +1,739 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$951K -$1.26M -206,410 -55%
Principal Financial Group
20
Principal Financial Group
Iowa
$818K +$8.26K +1,351 +1%
Charles Schwab
21
Charles Schwab
California
$757K -$92.7K -15,165 -10%
RJA
22
Raymond James & Associates
Florida
$748K -$163K -26,713 -17%
Morgan Stanley
23
Morgan Stanley
New York
$653K +$254K +41,612 +57%
GC
24
Guggenheim Capital
Illinois
$554K +$239K +39,040 +67%
N
25
Nuveen
North Carolina
$523K -$5.49K -898 -1%

ACIC Hedge Fund Activity: Q2 2021 in Review

90 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Coastal Insurance (ACIC) for Q2 2021, worth a combined $78.1M — down 22% from $101M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ACIC positions and 9 closed out — a net gain of 2 holders — while 26 added to existing stakes and 34 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $577K. The largest seller was JP Morgan Chase, cutting an estimated $1.26M.

  • 90 institutional investors held American Coastal Insurance (ACIC) as of Q2 2021, up from 88 in Q1 2021.
  • Funds reported $78.1M of American Coastal Insurance stock for Q2 2021, down 22% quarter-over-quarter.
  • 11 funds opened new American Coastal Insurance positions in Q2 2021 and 9 closed out, a net change of +2 holders.
  • The largest American Coastal Insurance buyer in Q2 2021 was Jacobs Levy Equity Management, an estimated $577K added.
  • The largest American Coastal Insurance seller in Q2 2021 was JP Morgan Chase, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2021.