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HCI Group

119 hedge funds and large institutions have $249M invested in HCI Group in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.18M

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

3.45% less ownership

Funds ownership: 76.11%72.66% (-3.4%)

8% less funds holding

Funds holding: 130119 (-11)

14% less capital invested

Capital invested by funds: $289M → $249M (-$39.6M)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
119
Holders Change
-11
Holders Change %
-8.46%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
49
Reduced
40
Closed
23
Calls
$2.02M
Puts
$1.18M
Net Calls
+$833K
Net Calls Change
-$592K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.9M +$941K +28,891 +4%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$19.9M +$4.17M +128,074 +27%
BFA
3
BlackRock Fund Advisors
California
$18.8M -$108K -3,316 -0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.4M +$409K +12,542 +2%
LSV Asset Management
5
LSV Asset Management
Illinois
$12.2M -$166K -5,100 -1%
TA
6
Teachers Advisors
New York
$9.86M +$692K +21,242 +8%
BIT
7
BlackRock Institutional Trust
California
$9.28M +$546K +16,758 +6%
SFM
8
Systematic Financial Management
New Jersey
$8.02M -$18.1K -555 -0.2%
AL
9
AJO LP
Pennsylvania
$7.31M -$3.98M -122,347 -36%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$7.19M +$146K +4,488 +2%
Creative Planning
11
Creative Planning
Kansas
$7.11M +$4.66M +143,123 +203%
CCM
12
Cutler Capital Management
Massachusetts
$6.85M -$55.4K -1,700 -0.8%
American Century Companies
13
American Century Companies
Missouri
$6.63M +$1.47M +45,094 +29%
Deutsche Bank
14
Deutsche Bank
Germany
$6.08M +$567K +17,403 +11%
State Street
15
State Street
Massachusetts
$6M +$117K +3,577 +2%
Prudential Financial
16
Prudential Financial
New Jersey
$4.96M +$217K +6,668 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.67M +$144K +4,412 +3%
Ameriprise
18
Ameriprise
Minnesota
$4.53M -$272K -8,350 -6%
QI
19
QS Investors
New York
$4.07M
AIM
20
Assured Investment Management
New York
$3.09M +$1.95M +59,890 +182%
Northern Trust
21
Northern Trust
Illinois
$3.09M +$69.8K +2,142 +2%
FP
22
Foundry Partners
Minnesota
$2.71M +$1.56M +47,880 +143%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$2.4M -$1.09M -33,525 -32%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.33M +$466K +14,315 +26%
NI
25
Numeric Investors
Massachusetts
$2.28M +$1.48M +45,500 +199%

HCI Hedge Fund Activity: Q1 2016 in Review

119 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q1 2016, worth a combined $249M — down 14% from $289M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of HCI and 12 opened new positions — a net loss of 11 holders — while 40 trimmed existing stakes and 49 added.

The largest buyer was Creative Planning, adding an estimated $4.66M. The largest seller was Allianz Asset Management, cutting an estimated $16M.

  • 119 institutional investors held HCI Group (HCI) as of Q1 2016, down from 130 in Q4 2015.
  • Funds reported $249M of HCI Group stock for Q1 2016, down 14% quarter-over-quarter.
  • 12 funds opened new HCI Group positions in Q1 2016 and 23 closed out, a net change of -11 holders.
  • The largest HCI Group buyer in Q1 2016 was Creative Planning, an estimated $4.66M added.
  • The largest HCI Group seller in Q1 2016 was Allianz Asset Management, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2016.