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HCI Group
HCI

114 hedge funds and large institutions have $264M invested in HCI Group in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

26% more call options, than puts

Call options by funds: $977K | Put options by funds: $778K

9% more funds holding

Funds holding: 105 → 114 (+9)

6% more capital invested

Capital invested by funds: $249M → $264M (+$14.9M)

0.99% less ownership

Funds ownership: 68.96% → 67.97% (-0.99%)

42% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 45

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
45
Closed
5
Calls
$977K
Puts
$778K
Net Calls
+$199K
Net Calls Change
-$625K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$3.66M
2
EIM
Essex Investment Management
Massachusetts
+$1.92M
3
BlackRock
BlackRock
New York
+$1.84M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29M
5
Millennium Management
Millennium Management
New York
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$8.61M
2
Man Group
Man Group
United Kingdom
-$3.59M
3
Morgan Stanley
Morgan Stanley
New York
-$1.11M
4
TRCT
Tower Research Capital (TRC)
New York
-$858K
5
Creative Planning
Creative Planning
Kansas
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
101
LS Investment Advisors
Michigan
$9K -$3.44K -83 -28%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$9K +$2.15K +52 +32%
CG
103
Cutler Group
California
$9K +$9.35K +226 New
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$8K – – –
SWA
105
Sutton Wealth Advisors
Florida
$7.73K – – –
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$7K – – –
US Bancorp
107
US Bancorp
Minnesota
$5K – – –
VCM
108
Versant Capital Management
Arizona
$5K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$4K -$858K -20,728 -100%
IA
110
IFP Advisors
Florida
$4K -$81.4K -1,967 -95%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$2K – – –
JCM
112
Jacobi Capital Management
Pennsylvania
$1K – – –
SEI Investments
113
SEI Investments
Pennsylvania
$1K +$1.03K +25 New
MOACM
114
Mutual of America Capital Management
New York
$1K +$1.16K +28 New
Los Angeles Capital Management
115
Los Angeles Capital Management
California
– -$445K -11,667 Closed
ARTA
116
A.R.T. Advisors
New York
– -$339K -8,898 Closed
BCM
117
BlueCrest Capital Management
Jersey
– -$305K -7,980 Closed
OSAM
118
O'Shaughnessy Asset Management
Connecticut
– -$139K -3,637 Closed
SPIA
119
Steward Partners Investment Advisory
New York
– -$2K -55 Closed
1 2 3 4
5

HCI Hedge Fund Activity: Q2 2018 in Review

114 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q2 2018, worth a combined $264M — up 6% from $249M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HCI positions and 5 closed out — a net gain of 9 holders — while 26 added to existing stakes and 45 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.66M. The largest seller was Wasatch Advisors, cutting an estimated $8.61M.

  • 114 institutional investors held HCI Group (HCI) as of Q2 2018, up from 105 in Q1 2018.
  • Funds reported $264M of HCI Group stock for Q2 2018, up 6% quarter-over-quarter.
  • 14 funds opened new HCI Group positions in Q2 2018 and 5 closed out, a net change of +9 holders.
  • The largest HCI Group buyer in Q2 2018 was JP Morgan Chase, an estimated $3.66M added.
  • The largest HCI Group seller in Q2 2018 was Wasatch Advisors, an estimated $8.61M sold.

Based on aggregated 13F filings for Q2 2018.