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HCI Group
HCI

107 hedge funds and large institutions have $274M invested in HCI Group in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

35% more capital invested

Capital invested by funds: $204M → $274M (+$70.9M)

21% more call options, than puts

Call options by funds: $5.74M | Put options by funds: $4.75M

8% more funds holding

Funds holding: 99 → 107 (+8)

3.65% more ownership

Funds ownership: 64.8% → 68.44% (+3.6%)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
34
Reduced
35
Closed
8
Calls
$5.74M
Puts
$4.75M
Net Calls
+$994K
Net Calls Change
+$553K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$2.65M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.08M
3
GC
Guggenheim Capital
Illinois
+$1.53M
4
NA
Navellier & Associates
Nevada
+$1.44M
5
Creative Planning
Creative Planning
Kansas
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
CCM
Cutler Capital Management
Massachusetts
-$3.27M
2
Prudential Financial
Prudential Financial
New Jersey
-$1.71M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.18M
4
ACM
Ativo Capital Management
Illinois
-$881K
5
Deutsche Bank
Deutsche Bank
Germany
-$803K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
101
Advisor Group
Arizona
$8K +$6.39K +200 New
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$7K – – –
Loomis, Sayles & Company
103
Loomis, Sayles & Company
Massachusetts
$7K +$5.3K +166 New
MFS
104
MSI Financial Services
Massachusetts
$6K +$32 +1 +0.7%
SEI Investments
105
SEI Investments
Pennsylvania
$2K – – –
SPIA
106
Steward Partners Investment Advisory
New York
$2K +$1.76K +55 New
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$1K +$958 +30 New
ACM
108
Ativo Capital Management
Illinois
– -$881K -29,027 Closed
PI
109
Putnam Investments
Massachusetts
– -$735K -24,200 Closed
Jacobs Levy Equity Management
110
Jacobs Levy Equity Management
New Jersey
– -$529K -17,440 Closed
Millennium Management
111
Millennium Management
New York
– -$431K -14,181 Closed
DTL
112
Dynamic Technology Lab
Singapore
– -$405K -13,352 Closed
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
– -$182K -6,000 Closed
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$159K -5,242 Closed
US Bancorp
115
US Bancorp
Minnesota
– -$2K -67 Closed
1 2 3 4
5

HCI Hedge Fund Activity: Q4 2016 in Review

107 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q4 2016, worth a combined $274M — up 35% from $204M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HCI positions and 8 closed out — a net gain of 10 holders — while 34 added to existing stakes and 35 trimmed.

The largest buyer was Invesco, adding an estimated $2.65M. The largest seller was Cutler Capital Management, cutting an estimated $3.27M.

  • 107 institutional investors held HCI Group (HCI) as of Q4 2016, up from 99 in Q3 2016.
  • Funds reported $274M of HCI Group stock for Q4 2016, up 35% quarter-over-quarter.
  • 18 funds opened new HCI Group positions in Q4 2016 and 8 closed out, a net change of +10 holders.
  • The largest HCI Group buyer in Q4 2016 was Invesco, an estimated $2.65M added.
  • The largest HCI Group seller in Q4 2016 was Cutler Capital Management, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2016.