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Assurant

382 hedge funds and large institutions have $7.24B invested in Assurant in 2019 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

19% more capital invested

Capital invested by funds: $6.07B → $7.24B (+$1.18B)

19% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 48

2% more funds holding

Funds holding: 373382 (+9)

1.35% more ownership

Funds ownership: 92.83%94.19% (+1.4%)

7% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 124

26% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $21.3M

Holders
382
Holders Change
+9
Holders Change %
+2.41%
% of All Funds
8.38%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
57
Increased
133
Reduced
124
Closed
48
Calls
$15.7M
Puts
$21.3M
Net Calls
-$5.61M
Net Calls Change
-$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
276
Thrivent Financial for Lutherans
Minnesota
$350K
Daiwa Securities Group
277
Daiwa Securities Group
Japan
$348K +$12.5K +105 +4%
FIM
278
Freedom Investment Management
Connecticut
$342K +$38.3K +323 +13%
TRCT
279
Tower Research Capital (TRC)
New York
$337K +$318K +2,683 New
CCM
280
Cadence Capital Management
Massachusetts
$334K -$35.6K -300 -10%
CCM
281
Crabel Capital Management
California
$334K +$315K +2,655 New
UCFA
282
United Capital Financial Advisors
Texas
$327K -$147K -1,242 -32%
ZCA
283
Zeke Capital Advisors
Pennsylvania
$325K
CIBC World Market
284
CIBC World Market
Ontario, Canada
$323K -$237 -2 -0.1%
JT
285
Jump Trading
Illinois
$323K +$23.9K +201 +8%
BIAS
286
Beacon Investment Advisory Services
New Jersey
$317K +$2.97K +25 +1%
HF
287
HRT Financial
New York
$315K +$297K +2,504 New
LCM
288
Landscape Capital Management
New Jersey
$306K +$289K +2,432 New
NIT
289
NumerixS Investment Technologies
British Columbia, Canada
$302K +$178K +1,500 +167%
AP
290
Advisor Partners
California
$299K +$27.8K +234 +11%
TC
291
TownSquare Capital
Utah
$298K +$3.2K +27 +1%
TW
292
TrinityPoint Wealth
Connecticut
$298K +$31.3K +264 +13%
CC
293
Cognios Capital
Kansas
$296K +$279K +2,355 New
NMIMC
294
Northwestern Mutual Investment Management Company
Wisconsin
$293K -$593 -5 -0.2%
SSA
295
Schonfeld Strategic Advisors
New York
$289K -$949K -8,000 -78%
LPL Financial
296
LPL Financial
California
$283K +$267K +2,249 New
SP
297
Symmetry Partners
Connecticut
$276K
BBHC
298
Brown Brothers Harriman & Co
New York
$276K +$225K +1,900 +642%
PSUF
299
People's United Financial
Connecticut
$264K -$7.12K -60 -3%
HI
300
Horizon Investments
North Carolina
$262K -$404K -3,404 -62%

AIZ Hedge Fund Activity: Q3 2019 in Review

382 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2019, worth a combined $7.24B — up 19% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AIZ positions and 48 closed out — a net gain of 9 holders — while 133 added to existing stakes and 124 trimmed.

The largest buyer was Invesco, adding an estimated $134M. The largest seller was Fidelity Investments, cutting an estimated $46.1M.

  • 382 institutional investors held Assurant (AIZ) as of Q3 2019, up from 373 in Q2 2019.
  • Funds reported $7.24B of Assurant stock for Q3 2019, up 19% quarter-over-quarter.
  • 57 funds opened new Assurant positions in Q3 2019 and 48 closed out, a net change of +9 holders.
  • The largest Assurant buyer in Q3 2019 was Invesco, an estimated $134M added.
  • The largest Assurant seller in Q3 2019 was Fidelity Investments, an estimated $46.1M sold.

Based on aggregated 13F filings for Q3 2019.