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Assurant

390 hedge funds and large institutions have $7.51B invested in Assurant in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 382390 (+8)

4% more capital invested

Capital invested by funds: $7.24B → $7.51B (+$268M)

0.33% more ownership

Funds ownership: 94.19%94.51% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 144

58% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $37.3M

Holders
390
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
7.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
57
Increased
131
Reduced
144
Closed
41
Calls
$15.6M
Puts
$37.3M
Net Calls
-$21.7M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
SOL Capital Management
Maryland
$236K -$12.9K -100 -5%
OI
302
Oakbrook Investments
Illinois
$231K -$447K -3,475 -66%
PAMG
303
Patton Albertson Miller Group
Tennessee
$231K
TAF
304
Tredje AP-fonden
Sweden
$211K +$207K +1,608 New
V
305
Veritable
Delaware
$210K
EOJOAM
306
E. Ohman J:or Asset Management
Sweden
$210K +$206K +1,600 New
FWM
307
Frontier Wealth Management
Missouri
$209K +$206K +1,597 New
QCG
308
Quadrant Capital Group
Ohio
$208K +$386 +3 +0.2%
SW
309
SkyOak Wealth
Michigan
$208K +$204K +1,584 New
CI
310
Cigna Investments
Connecticut
$205K -$29.7K -231 -13%
LNWWM
311
Laird Norton Wetherby Wealth Management
California
$204K -$18.8K -146 -9%
Commonwealth Equity Services
312
Commonwealth Equity Services
Massachusetts
$203K +$199K +1,550 New
CCM
313
Cadence Capital Management
Massachusetts
$201K -$144K -1,118 -42%
QI
314
QS Investors
New York
$165K +$13.8K +107 +9%
GAM
315
GQ Asset Management
New York
$155K +$152K +1,179 New
ONST
316
Old North State Trust
North Carolina
$152K -$22.7K -176 -13%
AIP
317
Ameritas Investment Partners
Nebraska
$145K
FGAM
318
Financial Gravity Asset Management
Texas
$131K -$3.09K -24 -21%
US Bancorp
319
US Bancorp
Minnesota
$128K +$11.8K +92 +10%
FMT
320
First Mercantile Trust
Tennessee
$127K -$30.5K -237 -20%
ASN
321
Advisory Services Network
Georgia
$126K +$110K +855 +799%
CWP
322
CFM Wealth Partners
Texas
$125K +$123K +952 New
SPIA
323
Steward Partners Investment Advisory
New York
$121K +$8.24K +64 +7%
BEI
324
Benjamin Edwards Inc
Missouri
$114K -$386 -3 -0.3%
TFA
325
Tobias Financial Advisors
Florida
$104K +$103K +800 New

AIZ Hedge Fund Activity: Q4 2019 in Review

390 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2019, worth a combined $7.51B — up 3.7% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AIZ positions and 41 closed out — a net gain of 16 holders — while 131 added to existing stakes and 144 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $57.6M. The largest seller was Renaissance Technologies, cutting an estimated $67.2M.

  • 390 institutional investors held Assurant (AIZ) as of Q4 2019, up from 382 in Q3 2019.
  • Funds reported $7.51B of Assurant stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 57 funds opened new Assurant positions in Q4 2019 and 41 closed out, a net change of +16 holders.
  • The largest Assurant buyer in Q4 2019 was Viking Global Investors, an estimated $57.6M added.
  • The largest Assurant seller in Q4 2019 was Renaissance Technologies, an estimated $67.2M sold.

Based on aggregated 13F filings for Q4 2019.