Assurant
325 hedge funds and large institutions have $4.33B invested in Assurant in 2014 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 130 reducing their positions, and 44 closing their positions.
33% more call options, than puts
Call options by funds: $1.44M | Put options by funds: $1.09M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.77% less ownership
Funds ownership: 97.13% → 94.37% (-2.8%)
4% less funds holding
Funds holding: 340 → 325 (-15)
5% less capital invested
Capital invested by funds: $4.56B → $4.33B (-$234M)
17% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 130
27% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$23.6M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$19.1M |
| 3 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$14.3M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$12.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$44.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$41.1M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$33.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$31.9M |
| 5 |
JP Morgan Chase
New York
|
-$18.3M |
AIZ Hedge Fund Activity: Q3 2014 in Review
325 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2014, worth a combined $4.33B — down 5.1% from $4.56B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of AIZ and 32 opened new positions — a net loss of 12 holders — while 130 trimmed existing stakes and 108 added.
The largest buyer was AllianceBernstein, adding an estimated $23.6M. The largest seller was AJO LP, cutting an estimated $44.5M.
- 325 institutional investors held Assurant (AIZ) as of Q3 2014, down from 340 in Q2 2014.
- Funds reported $4.33B of Assurant stock for Q3 2014, down 5.1% quarter-over-quarter.
- 32 funds opened new Assurant positions in Q3 2014 and 44 closed out, a net change of -12 holders.
- The largest Assurant buyer in Q3 2014 was AllianceBernstein, an estimated $23.6M added.
- The largest Assurant seller in Q3 2014 was AJO LP, an estimated $44.5M sold.
Based on aggregated 13F filings for Q3 2014.