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American Coastal Insurance

90 hedge funds and large institutions have $49M invested in American Coastal Insurance in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $25K | Put options by funds: $16K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

28% more capital invested

Capital invested by funds: $38.2M → $49M (+$10.8M)

7% more funds holding

Funds holding: 8490 (+6)

1.84% more ownership

Funds ownership: 24.2%26.03% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
24
Reduced
26
Closed
13
Calls
$25K
Puts
$16K
Net Calls
+$9K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$7.86M +$63.4K +14,777 +0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$5.46M -$622K -145,015 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.44M -$37.1K -8,637 -0.8%
SWA
4
Sutton Wealth Advisors
Florida
$3.44M +$17 +4 +0%
TCM
5
Tieton Capital Management
Washington
$2.82M +$2.79M +650,705 New
State of Wisconsin Investment Board
6
State of Wisconsin Investment Board
Wisconsin
$2.36M
PPA
7
Parametric Portfolio Associates
Washington
$2.05M +$508K +118,346 +34%
State Street
8
State Street
Massachusetts
$1.62M -$43.6K -10,154 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.49M +$344K +80,093 +30%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$1.31M +$517K +120,413 +66%
AA
11
Ancora Advisors
Ohio
$1.31M -$166K -38,580 -11%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$1.2M +$1.18M +275,429 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$977K +$376K +87,700 +64%
PCM
14
Polaris Capital Management
Massachusetts
$861K
Northern Trust
15
Northern Trust
Illinois
$818K -$4.17K -972 -0.5%
Lido Advisors
16
Lido Advisors
California
$747K +$9.23K +2,152 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$678K +$275K +64,035 +70%
Marshall Wace
18
Marshall Wace
United Kingdom
$675K +$141K +32,951 +27%
Morgan Stanley
19
Morgan Stanley
New York
$558K +$230K +53,503 +71%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$531K -$228K -53,161 -30%
Two Sigma Investments
21
Two Sigma Investments
New York
$481K -$93.7K -21,831 -16%
E
22
Ergoteles
New York
$479K -$250K -58,198 -35%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$421K +$266K +62,072 +177%
Renaissance Technologies
24
Renaissance Technologies
New York
$397K -$74.2K -17,300 -16%
Barclays
25
Barclays
United Kingdom
$384K +$58.5K +13,624 +18%

ACIC Hedge Fund Activity: Q4 2021 in Review

90 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Coastal Insurance (ACIC) for Q4 2021, worth a combined $49M — up 28% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ACIC positions and 13 closed out — a net gain of 7 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Tieton Capital Management, opening a new position worth an estimated $2.79M. The largest seller was Millennium Management, cutting an estimated $1.09M.

  • 90 institutional investors held American Coastal Insurance (ACIC) as of Q4 2021, up from 84 in Q3 2021.
  • Funds reported $49M of American Coastal Insurance stock for Q4 2021, up 28% quarter-over-quarter.
  • 20 funds opened new American Coastal Insurance positions in Q4 2021 and 13 closed out, a net change of +7 holders.
  • The largest American Coastal Insurance buyer in Q4 2021 was Tieton Capital Management, an estimated $2.79M added.
  • The largest American Coastal Insurance seller in Q4 2021 was Millennium Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2021.