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HCI Group

124 hedge funds and large institutions have $292M invested in HCI Group in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

Funds ownership: 69.43%69.41% (-0.02%)

4% less funds holding

Funds holding: 129124 (-5)

11% less capital invested

Capital invested by funds: $330M → $292M (-$37.9M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

67% less call options, than puts

Call options by funds: $3.29M | Put options by funds: $10M

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
53
Reduced
38
Closed
18
Calls
$3.29M
Puts
$10M
Net Calls
-$6.71M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$27.2M +$3.98M +96,182 +16%
Allianz Asset Management
2
Allianz Asset Management
Germany
$23.2M +$5.18M +125,000 +26%
BFA
3
BlackRock Fund Advisors
California
$21.1M +$973K +23,491 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.8M +$2.25M +54,217 +12%
AL
5
AJO LP
Pennsylvania
$14.2M +$1.27M +30,631 +9%
LSV Asset Management
6
LSV Asset Management
Illinois
$13.7M +$1.25M +30,163 +9%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$13.5M -$566K -13,674 -4%
BIT
8
BlackRock Institutional Trust
California
$10M -$878K -21,191 -8%
SFM
9
Systematic Financial Management
New Jersey
$9.36M -$39.4K -950 -0.4%
TA
10
Teachers Advisors
New York
$9.28M -$3.67M -88,590 -27%
HW
11
Hancock Whitney
Mississippi
$8.16M +$207K +4,999 +2%
CCM
12
Cutler Capital Management
Massachusetts
$8.14M -$34.2K -825 -0.4%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$8.14M -$577K -13,929 -6%
Morgan Stanley
14
Morgan Stanley
New York
$5.48M -$2.17M -52,414 -27%
Prudential Financial
15
Prudential Financial
New Jersey
$5.25M -$503K -12,150 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.94M +$2.1M +50,673 +66%
Bank of America
17
Bank of America
North Carolina
$4.89M +$4.85M +117,199 +1,322%
QI
18
QS Investors
New York
$4.81M +$504K +12,164 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.68M +$680K +16,418 +16%
Ameriprise
20
Ameriprise
Minnesota
$4.48M +$2.46M +59,488 +106%
Deutsche Bank
21
Deutsche Bank
Germany
$4.35M +$1.63M +39,385 +54%
American Century Companies
22
American Century Companies
Missouri
$4.33M +$2.9M +69,899 +167%
Northern Trust
23
Northern Trust
Illinois
$3.38M -$196K -4,723 -5%
Creative Planning
24
Creative Planning
Kansas
$2.62M +$7K +169 +0.3%
PI
25
Putnam Investments
Massachusetts
$2.37M +$80.1K +1,934 +3%

HCI Hedge Fund Activity: Q3 2015 in Review

124 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q3 2015, worth a combined $292M — down 11% from $330M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HCI and 14 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 53 added.

The largest buyer was Allianz Asset Management, adding an estimated $5.18M. The largest seller was New Amsterdam Partners, exiting entirely with an estimated $4.84M sold.

  • 124 institutional investors held HCI Group (HCI) as of Q3 2015, down from 129 in Q2 2015.
  • Funds reported $292M of HCI Group stock for Q3 2015, down 11% quarter-over-quarter.
  • 14 funds opened new HCI Group positions in Q3 2015 and 18 closed out, a net change of -4 holders.
  • The largest HCI Group buyer in Q3 2015 was Allianz Asset Management, an estimated $5.18M added.
  • The largest HCI Group seller in Q3 2015 was New Amsterdam Partners, an estimated $4.84M sold.

Based on aggregated 13F filings for Q3 2015.