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Assurant

313 hedge funds and large institutions have $3.82B invested in Assurant in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 102 increasing their positions, 146 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.94% less ownership

Funds ownership: 92.81%90.87% (-1.9%)

10% less funds holding

Funds holding: 348313 (-35)

14% less capital invested

Capital invested by funds: $4.45B → $3.82B (-$631M)

30% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 146

45% less call options, than puts

Call options by funds: $854K | Put options by funds: $1.55M

58% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 48

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
313
Holders Change
-35
Holders Change %
-10.06%
% of All Funds
8.34%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
102
Reduced
146
Closed
48
Calls
$854K
Puts
$1.55M
Net Calls
-$699K
Net Calls Change
-$644K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$355M +$22.4M +353,271 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$348M +$1.73M +27,244 +0.5%
State Street
3
State Street
Massachusetts
$213M -$13.4M -210,838 -6%
LSV Asset Management
4
LSV Asset Management
Illinois
$193M -$3.15M -49,700 -2%
BIT
5
BlackRock Institutional Trust
California
$152M +$28.6M +450,945 +22%
AL
6
AJO LP
Pennsylvania
$141M -$2.87M -45,320 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$139M +$106M +1,675,502 +283%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$123M -$2.79M -44,050 -2%
AQR Capital Management
9
AQR Capital Management
Connecticut
$120M +$5.92M +93,453 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$115M -$18M -284,532 -13%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$104M -$4.4M -69,521 -4%
LAM
12
Lyrical Asset Management
New York
$77.8M +$213K +3,369 +0.3%
Invesco
13
Invesco
Georgia
$69M -$5.57M -87,948 -7%
BFA
14
BlackRock Fund Advisors
California
$63.2M +$1.13M +17,876 +2%
Northern Trust
15
Northern Trust
Illinois
$61.5M -$1.55M -24,551 -2%
Los Angeles Capital Management
16
Los Angeles Capital Management
California
$58.7M +$1.05M +16,633 +2%
Allianz Asset Management
17
Allianz Asset Management
Germany
$56.3M +$2.66M +42,007 +5%
Norges Bank
18
Norges Bank
Norway
$51M +$1.08M +16,977 +2%
GC
19
Guggenheim Capital
Illinois
$48M +$1.6M +25,288 +3%
WG
20
Winton Group
United Kingdom
$42.6M -$144K -2,268 -0.3%
BG
21
BlackRock Group
United Kingdom
$40.9M +$6.51M +102,819 +18%
APG Asset Management
22
APG Asset Management
Netherlands
$39.9M -$2.62M -41,432 -6%
JP Morgan Chase
23
JP Morgan Chase
New York
$35.4M +$16.2M +255,497 +80%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$33.9M +$525K +8,296 +2%
Franklin Resources
25
Franklin Resources
California
$33.5M -$4.43M -70,000 -11%

AIZ Hedge Fund Activity: Q1 2015 in Review

313 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q1 2015, worth a combined $3.82B — down 14% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AIZ and 20 opened new positions — a net loss of 28 holders — while 146 trimmed existing stakes and 102 added.

The largest buyer was Citadel Advisors, adding an estimated $106M. The largest seller was AllianceBernstein, cutting an estimated $121M.

  • 313 institutional investors held Assurant (AIZ) as of Q1 2015, down from 348 in Q4 2014.
  • Funds reported $3.82B of Assurant stock for Q1 2015, down 14% quarter-over-quarter.
  • 20 funds opened new Assurant positions in Q1 2015 and 48 closed out, a net change of -28 holders.
  • The largest Assurant buyer in Q1 2015 was Citadel Advisors, an estimated $106M added.
  • The largest Assurant seller in Q1 2015 was AllianceBernstein, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2015.