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HCI Group

200 hedge funds and large institutions have $1.09B invested in HCI Group in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more capital invested

Capital invested by funds: $905M → $1.09B (+$183M)

11% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 64

7.9% more ownership

Funds ownership: 80.72%88.62% (+7.9%)

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

2% less funds holding

Funds holding: 204200 (-4)

59% less call options, than puts

Call options by funds: $711K | Put options by funds: $1.75M

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
29
Increased
71
Reduced
64
Closed
31
Calls
$711K
Puts
$1.75M
Net Calls
-$1.04M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$9.02M +$435K +3,815 +5%
BCA
27
Bernzott Capital Advisors
California
$8.95M -$862K -7,568 -9%
PWAM
28
Park West Asset Management
California
$7.5M +$7.33M +64,349 New
FCM
29
FJ Capital Management
Virginia
$7.25M +$2.81M +24,682 +66%
P2P
30
Phase 2 Partners
California
$7.14M +$2.14M +18,791 +44%
JP Morgan Chase
31
JP Morgan Chase
New York
$7.06M -$1.18M -10,348 -15%
Principal Financial Group
32
Principal Financial Group
Iowa
$7.03M +$473K +4,152 +7%
Millennium Management
33
Millennium Management
New York
$6.67M -$5.11M -44,899 -44%
AQR Capital Management
34
AQR Capital Management
Connecticut
$6.24M -$455K -3,998 -7%
PFMOSF
35
Philadelphia Financial Management of San Francisco
California
$6.22M +$6.08M +53,352 New
FGP
36
Freestone Grove Partners
California
$6.12M +$5.98M +52,536 New
Creative Planning
37
Creative Planning
Kansas
$6.05M +$4.44K +39 +0.1%
Federated Hermes
38
Federated Hermes
Pennsylvania
$4.84M +$72.9K +640 +2%
Ameriprise
39
Ameriprise
Minnesota
$4.42M -$111K -977 -3%
Bank of America
40
Bank of America
North Carolina
$4.3M +$2.54M +22,337 +154%
WCF
41
West Coast Financial
California
$4.23M -$34.9K -306 -0.8%
GLA
42
Great Lakes Advisors
Illinois
$4.1M -$115K -1,013 -3%
AssetMark Inc
43
AssetMark Inc
California
$3.56M +$90.4K +794 +3%
Universal-Beteiligungs- und Servicegesellschaft
44
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.53M +$3.45M +30,259 New
JAM
45
Jupiter Asset Management
United Kingdom
$3.51M +$125K +1,101 +4%
ETC
46
Exchange Traded Concepts
Oklahoma
$3.32M +$159K +1,400 +5%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$3.19M +$665K +5,843 +27%
CCG
48
Chatham Capital Group
Georgia
$2.97M -$54.7K -480 -2%
Raymond James Financial
49
Raymond James Financial
Florida
$2.71M +$2.65M +23,282 New
Legal & General Group
50
Legal & General Group
United Kingdom
$2.7M +$67.5K +593 +3%

HCI Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q4 2024, worth a combined $1.09B — up 20% from $905M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HCI and 29 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 71 added.

The largest buyer was Wasatch Advisors, adding an estimated $24.9M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $12.8M sold.

  • 200 institutional investors held HCI Group (HCI) as of Q4 2024, down from 204 in Q3 2024.
  • Funds reported $1.09B of HCI Group stock for Q4 2024, up 20% quarter-over-quarter.
  • 29 funds opened new HCI Group positions in Q4 2024 and 31 closed out, a net change of -2 holders.
  • The largest HCI Group buyer in Q4 2024 was Wasatch Advisors, an estimated $24.9M added.
  • The largest HCI Group seller in Q4 2024 was Alyeska Investment Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2024.