Assurant
346 hedge funds and large institutions have $4.83B invested in Assurant in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 156 reducing their positions, and 45 closing their positions.
16% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 45
12% more call options, than puts
Call options by funds: $3.14M | Put options by funds: $2.81M
0.78% more ownership
Funds ownership: 90.51% → 91.3% (+0.78%)
0% more funds holding
Funds holding: 346 → 346 (0)
3% less capital invested
Capital invested by funds: $5B → $4.83B (-$172M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
36% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 156
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$50.9M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$24.2M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$23.9M |
| 4 |
UIM
USS Investment Management
London,
United Kingdom
|
+$20.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$87.1M |
| 2 |
Neuberger Berman Group
New York
|
-$29.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$29M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$23.5M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$21.7M |
AIZ Hedge Fund Activity: Q4 2016 in Review
346 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2016, worth a combined $4.83B — down 3.4% from $5B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new AIZ positions and 45 closed out — a net gain of 7 holders — while 100 added to existing stakes and 156 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $50.9M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $87.1M sold.
- 346 institutional investors held Assurant (AIZ) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $4.83B of Assurant stock for Q4 2016, down 3.4% quarter-over-quarter.
- 52 funds opened new Assurant positions in Q4 2016 and 45 closed out, a net change of +7 holders.
- The largest Assurant buyer in Q4 2016 was Bank of New York Mellon, an estimated $50.9M added.
- The largest Assurant seller in Q4 2016 was Westfield Capital Management, an estimated $87.1M sold.
Based on aggregated 13F filings for Q4 2016.