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Assurant

522 hedge funds and large institutions have $9.71B invested in Assurant in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 168 increasing their positions, 201 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $7.74M | Put options by funds: $6.05M

19% more capital invested

Capital invested by funds: $8.17B → $9.71B (+$1.54B)

13% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 63

1% more funds holding

Funds holding: 517522 (+5)

0.21% more ownership

Funds ownership: 94.54%94.75% (+0.21%)

16% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 201

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
522
Holders Change
+5
Holders Change %
+0.97%
% of All Funds
7.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
168
Reduced
201
Closed
63
Calls
$7.74M
Puts
$6.05M
Net Calls
+$1.69M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
WorldQuant Millennium Advisors
226
WorldQuant Millennium Advisors
New York
$1.39M -$2.44M -13,366 -66%
SMDAM
227
Sumitomo Mitsui DS Asset Management
Japan
$1.38M +$14.2K +78 +1%
MME
228
Meag Munich Ergo
Germany
$1.37M -$442K -2,424 -26%
Baird Financial Group
229
Baird Financial Group
Wisconsin
$1.37M -$8.75K -48 -0.7%
EI
230
Ethic Inc
New York
$1.3M +$99.5K +546 +9%
Franklin Resources
231
Franklin Resources
California
$1.3M -$1.06M -5,805 -46%
SAM
232
Shell Asset Management
Netherlands
$1.28M +$1.17M +6,423 New
MOACM
233
Mutual of America Capital Management
New York
$1.27M -$32.3K -177 -3%
Daiwa Securities Group
234
Daiwa Securities Group
Japan
$1.26M -$36.8K -202 -3%
WIA
235
World Investment Advisors
California
$1.21M +$1.11M +6,107 New
SOADOR
236
State of Alaska Department of Revenue
Alaska
$1.2M +$73.8K +405 +7%
CS
237
Candriam SCA
Luxembourg
$1.2M -$125K -688 -10%
NLGIA
238
Nippon Life Global Investors Americas
New York
$1.2M -$20.3M -111,240 -95%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$1.2M -$103K -567 -9%
SIP
240
Stoneridge Investment Partners
Pennsylvania
$1.19M -$1.01M -5,526 -48%
PS
241
Pensionfund Sabic
Netherlands
$1.19M -$182K -1,000 -14%
QCM
242
Quantinno Capital Management
New York
$1.15M +$103K +566 +11%
NA
243
NewEdge Advisors
Louisiana
$1.08M -$160K -878 -14%
BCI
244
Brinker Capital Investments
Pennsylvania
$1.08M -$68K -373 -6%
OPS
245
Orion Portfolio Solutions
Nebraska
$1.08M -$68K -373 -6%
Mirae Asset Global Investments
246
Mirae Asset Global Investments
South Korea
$1.07M +$170K +934 +21%
Axa
247
Axa
France
$1.07M +$982K +5,391 New
KBC Group
248
KBC Group
Belgium
$1.06M +$141K +773 +17%
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$1.06M
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$1.06M

AIZ Hedge Fund Activity: Q3 2024 in Review

522 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2024, worth a combined $9.71B — up 19% from $8.17B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AIZ positions and 63 closed out — a net gain of 8 holders — while 168 added to existing stakes and 201 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $55.7M. The largest seller was Prudential Financial, cutting an estimated $31.2M.

  • 522 institutional investors held Assurant (AIZ) as of Q3 2024, up from 517 in Q2 2024.
  • Funds reported $9.71B of Assurant stock for Q3 2024, up 19% quarter-over-quarter.
  • 71 funds opened new Assurant positions in Q3 2024 and 63 closed out, a net change of +8 holders.
  • The largest Assurant buyer in Q3 2024 was Bank of New York Mellon, an estimated $55.7M added.
  • The largest Assurant seller in Q3 2024 was Prudential Financial, an estimated $31.2M sold.

Based on aggregated 13F filings for Q3 2024.