Assurant
350 hedge funds and large institutions have $4.47B invested in Assurant in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 151 reducing their positions, and 19 closing their positions.
147% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 19
7% more funds holding
Funds holding: 327 → 350 (+23)
3% more capital invested
Capital invested by funds: $4.34B → $4.47B (+$125M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less call options, than puts
Call options by funds: $1.4M | Put options by funds: $1.45M
1.68% less ownership
Funds ownership: 94.66% → 92.97% (-1.7%)
28% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$56.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$42.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$32.2M |
| 4 |
LAM
Lyrical Asset Management
New York
|
+$17.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$146M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$44.9M |
| 3 |
Pzena Investment Management
New York
|
-$31.1M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$23.8M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$19.4M |
AIZ Hedge Fund Activity: Q4 2014 in Review
350 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2014, worth a combined $4.47B — up 2.9% from $4.34B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new AIZ positions and 19 closed out — a net gain of 28 holders — while 108 added to existing stakes and 151 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $56.6M. The largest seller was AllianceBernstein, cutting an estimated $146M.
- 350 institutional investors held Assurant (AIZ) as of Q4 2014, up from 327 in Q3 2014.
- Funds reported $4.47B of Assurant stock for Q4 2014, up 2.9% quarter-over-quarter.
- 47 funds opened new Assurant positions in Q4 2014 and 19 closed out, a net change of +28 holders.
- The largest Assurant buyer in Q4 2014 was Bank of New York Mellon, an estimated $56.6M added.
- The largest Assurant seller in Q4 2014 was AllianceBernstein, an estimated $146M sold.
Based on aggregated 13F filings for Q4 2014.