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HCI Group

112 hedge funds and large institutions have $223M invested in HCI Group in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $67K | Put options by funds: $44K

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

1.46% less ownership

Funds ownership: 69.83%68.37% (-1.5%)

10% less capital invested

Capital invested by funds: $247M → $223M (-$24.4M)

10% less funds holding

Funds holding: 125112 (-13)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

Holders
112
Holders Change
-13
Holders Change %
-10.4%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
40
Reduced
35
Closed
26
Calls
$67K
Puts
$44K
Net Calls
+$23K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$119K
BAM
77
Belpointe Asset Management
Nevada
$115K
Osaic Holdings
78
Osaic Holdings
Arizona
$97.2K +$48.2K +1,310 +116%
OPERF
79
Oregon Public Employees Retirement Fund
Oregon
$91K -$2.8K -76 -3%
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$76K
UBS Group
81
UBS Group
Switzerland
$73.5K -$30K -815 -31%
SAM
82
Shell Asset Management
Netherlands
$59K -$1.69K -46 -3%
Wells Fargo
83
Wells Fargo
California
$49.6K -$105K -2,847 -69%
TRCT
84
Tower Research Capital (TRC)
New York
$49K -$13.8K -376 -23%
SWA
85
Sutton Wealth Advisors
Florida
$35.5K +$552 +15 +2%
CT
86
Caldwell Trust
Florida
$31.7K
KBC Group
87
KBC Group
Belgium
$27K
S
88
SignatureFD
Georgia
$25.8K +$11.9K +324 +99%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$25.1K -$74.6K -2,025 -76%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$23.6K -$6.04K -164 -22%
QCG
91
Quadrant Capital Group
Ohio
$21.8K +$5.34K +145 +36%
AIP
92
Ameritas Investment Partners
Nebraska
$21.8K
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$17.5K
Dimensional Fund Advisors
94
Dimensional Fund Advisors
Texas
$14.1K -$783K -21,258 -6%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$14.1K
US Bancorp
96
US Bancorp
Minnesota
$11.4K -$22.9K -622 -68%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$10.3K -$43.8K -1,190 -82%
IA
98
IFP Advisors
Florida
$8K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$8K +$6.33K +172 +819%
LC
100
Lindbrook Capital
California
$5.5K +$700 +19 +16%

HCI Hedge Fund Activity: Q4 2022 in Review

112 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q4 2022, worth a combined $223M — down 9.8% from $247M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of HCI and 15 opened new positions — a net loss of 11 holders — while 35 trimmed existing stakes and 40 added.

The largest buyer was Goldman Sachs, adding an estimated $22.2M. The largest seller was Park West Asset Management, cutting an estimated $27.4M.

  • 112 institutional investors held HCI Group (HCI) as of Q4 2022, down from 125 in Q3 2022.
  • Funds reported $223M of HCI Group stock for Q4 2022, down 9.8% quarter-over-quarter.
  • 15 funds opened new HCI Group positions in Q4 2022 and 26 closed out, a net change of -11 holders.
  • The largest HCI Group buyer in Q4 2022 was Goldman Sachs, an estimated $22.2M added.
  • The largest HCI Group seller in Q4 2022 was Park West Asset Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q4 2022.