Assurant
299 hedge funds and large institutions have $4.19B invested in Assurant in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 142 reducing their positions, and 43 closing their positions.
147% more call options, than puts
Call options by funds: $3.46M | Put options by funds: $1.4M
9% more capital invested
Capital invested by funds: $3.84B → $4.19B (+$350M)
0.86% more ownership
Funds ownership: 91.24% → 92.1% (+0.86%)
5% less funds holding
Funds holding: 314 → 299 (-15)
28% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 43
43% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$82.4M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$63.5M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$48.5M |
| 4 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$39.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$38.3M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$26.8M |
| 3 |
JP Morgan Chase
New York
|
-$26.4M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$25.4M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$21.3M |
AIZ Hedge Fund Activity: Q2 2015 in Review
299 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2015, worth a combined $4.19B — up 9.1% from $3.84B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of AIZ and 31 opened new positions — a net loss of 12 holders — while 142 trimmed existing stakes and 81 added.
The largest buyer was Neuberger Berman Group, adding an estimated $82.4M. The largest seller was BlackRock Institutional Trust, cutting an estimated $38.3M.
- 299 institutional investors held Assurant (AIZ) as of Q2 2015, down from 314 in Q1 2015.
- Funds reported $4.19B of Assurant stock for Q2 2015, up 9.1% quarter-over-quarter.
- 31 funds opened new Assurant positions in Q2 2015 and 43 closed out, a net change of -12 holders.
- The largest Assurant buyer in Q2 2015 was Neuberger Berman Group, an estimated $82.4M added.
- The largest Assurant seller in Q2 2015 was BlackRock Institutional Trust, an estimated $38.3M sold.
Based on aggregated 13F filings for Q2 2015.