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HCI Group

109 hedge funds and large institutions have $183M invested in HCI Group in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

6.83% less ownership

Funds ownership: 72.66%65.83% (-6.8%)

8% less funds holding

Funds holding: 119109 (-10)

13% less call options, than puts

Call options by funds: $1.43M | Put options by funds: $1.66M

27% less capital invested

Capital invested by funds: $249M → $183M (-$66.1M)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
109
Holders Change
-10
Holders Change %
-8.4%
% of All Funds
2.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
37
Reduced
37
Closed
22
Calls
$1.43M
Puts
$1.66M
Net Calls
-$223K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$15.7M +$749K +24,320 +4%
BFA
2
BlackRock Fund Advisors
California
$15.7M +$329K +10,678 +2%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$15.6M -$739K -23,981 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.3M -$7.6M -246,533 -31%
Deutsche Bank
5
Deutsche Bank
Germany
$13.9M +$10M +325,232 +178%
LSV Asset Management
6
LSV Asset Management
Illinois
$9.94M -$27.7K -900 -0.2%
TA
7
Teachers Advisors
New York
$8.09M +$8.32K +270 +0.1%
BIT
8
BlackRock Institutional Trust
California
$7.12M -$551K -17,880 -6%
Prudential Financial
9
Prudential Financial
New Jersey
$5.79M +$1.95M +63,452 +43%
AL
10
AJO LP
Pennsylvania
$5.53M -$528K -17,123 -8%
State Street
11
State Street
Massachusetts
$4.92M +$4.62K +150 +0.1%
Creative Planning
12
Creative Planning
Kansas
$4.58M -$1.4M -45,520 -21%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.52M -$339K -10,990 -8%
NI
14
Numeric Investors
Massachusetts
$3.4M +$1.73M +56,113 +82%
QI
15
QS Investors
New York
$3.33M
FP
16
Foundry Partners
Minnesota
$3.27M +$1.19M +38,520 +47%
Ameriprise
17
Ameriprise
Minnesota
$2.74M -$1.09M -35,534 -26%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.6M -$888K -28,817 -23%
Northern Trust
19
Northern Trust
Illinois
$2.51M -$22.8K -740 -0.8%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$2.13M +$252K +8,173 +12%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.67M -$17.5K -569 -0.9%
BCM
22
Bridgeway Capital Management
Texas
$1.65M
JP Morgan Chase
23
JP Morgan Chase
New York
$1.56M -$15.6K -505 -0.9%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.54M +$1.12M +36,300 +179%
GC
25
Guggenheim Capital
Illinois
$1.32M +$1.5M +48,579 New

HCI Hedge Fund Activity: Q2 2016 in Review

109 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q2 2016, worth a combined $183M — down 27% from $249M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HCI and 13 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 37 added.

The largest buyer was Deutsche Bank, adding an estimated $10M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $8.02M sold.

  • 109 institutional investors held HCI Group (HCI) as of Q2 2016, down from 119 in Q1 2016.
  • Funds reported $183M of HCI Group stock for Q2 2016, down 27% quarter-over-quarter.
  • 13 funds opened new HCI Group positions in Q2 2016 and 22 closed out, a net change of -9 holders.
  • The largest HCI Group buyer in Q2 2016 was Deutsche Bank, an estimated $10M added.
  • The largest HCI Group seller in Q2 2016 was Systematic Financial Management, an estimated $8.02M sold.

Based on aggregated 13F filings for Q2 2016.