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American Coastal Insurance

67 hedge funds and large institutions have $66.2M invested in American Coastal Insurance in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

201% more call options, than puts

Call options by funds: $6.16M | Put options by funds: $2.04M

122% more capital invested

Capital invested by funds: $29.8M → $66.2M (+$36.4M)

40% more funds holding

Funds holding: 4867 (+19)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

5.3% more ownership

Funds ownership: 15.42%20.72% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
67
Holders Change
+19
Holders Change %
+39.58%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
19
Reduced
16
Closed
4
Calls
$6.16M
Puts
$2.04M
Net Calls
+$4.11M
Net Calls Change
+$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$10.2M +$8.95M +1,382,415 New
TCM
2
Tieton Capital Management
Washington
$9.78M -$6.16M -952,224 -42%
BlackRock
3
BlackRock
New York
$9.77M +$494K +76,306 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.17M +$491K +75,850 +10%
ECP
5
Empyrean Capital Partners
California
$5.52M +$4.85M +750,000 New
WHG
6
Westwood Holdings Group
Texas
$4.41M +$3.88M +599,125 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.04M +$69.9K +10,804 +3%
State Street
8
State Street
Massachusetts
$2.64M +$107K +16,566 +5%
Northern Trust
9
Northern Trust
Illinois
$1.28M +$14.1K +2,186 +1%
EI
10
EAM Investors
California
$1.07M +$942K +145,616 New
HCP
11
Hiddenite Capital Partners
New York
$1.03M +$906K +140,000 New
Lido Advisors
12
Lido Advisors
California
$904K -$308K -47,590 -28%
N
13
Nuveen
North Carolina
$833K
Marshall Wace
14
Marshall Wace
United Kingdom
$796K +$440K +67,990 +169%
AA
15
Ancora Advisors
Ohio
$782K +$688K +106,234 New
Renaissance Technologies
16
Renaissance Technologies
New York
$674K -$104K -16,100 -15%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$486K +$16.3K +2,511 +4%
Morgan Stanley
18
Morgan Stanley
New York
$475K +$7.37K +1,138 +2%
Jane Street
19
Jane Street
New York
$473K +$416K +64,226 New
CCM
20
Cox Capital Management
Massachusetts
$472K +$415K +64,195 New
Goldman Sachs
21
Goldman Sachs
New York
$387K +$231K +35,687 +212%
Charles Schwab
22
Charles Schwab
California
$377K +$2.21K +342 +0.7%
Skandinaviska Enskilda Banken (SEB)
23
Skandinaviska Enskilda Banken (SEB)
Sweden
$368K +$324K +50,000 New
Two Sigma Advisers
24
Two Sigma Advisers
New York
$336K -$210K -32,400 -42%
PAG
25
Private Advisor Group
New Jersey
$302K +$266K +41,091 New

ACIC Hedge Fund Activity: Q3 2023 in Review

67 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Coastal Insurance (ACIC) for Q3 2023, worth a combined $66.2M — up 122% from $29.8M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ACIC positions and 4 closed out — a net gain of 19 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $8.95M. The largest seller was Tieton Capital Management, cutting an estimated $6.16M.

  • 67 institutional investors held American Coastal Insurance (ACIC) as of Q3 2023, up from 48 in Q2 2023.
  • Funds reported $66.2M of American Coastal Insurance stock for Q3 2023, up 122% quarter-over-quarter.
  • 23 funds opened new American Coastal Insurance positions in Q3 2023 and 4 closed out, a net change of +19 holders.
  • The largest American Coastal Insurance buyer in Q3 2023 was Invesco, an estimated $8.95M added.
  • The largest American Coastal Insurance seller in Q3 2023 was Tieton Capital Management, an estimated $6.16M sold.

Based on aggregated 13F filings for Q3 2023.