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Assurant

425 hedge funds and large institutions have $7.62B invested in Assurant in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 30

11% more capital invested

Capital invested by funds: $6.84B → $7.62B (+$784M)

11% more funds holding

Funds holding: 382425 (+43)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.15% less ownership

Funds ownership: 94.52%94.38% (-0.15%)

19% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 160

86% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $62.6M

Holders
425
Holders Change
+43
Holders Change %
+11.26%
% of All Funds
7.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
74
Increased
129
Reduced
160
Closed
30
Calls
$8.62M
Puts
$62.6M
Net Calls
-$53.9M
Net Calls Change
-$4.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$281K +$267K +2,061 New
IFS
302
Ifrah Financial Services
Arkansas
$270K +$2.46K +19 +1%
AP
303
Advisor Partners
California
$267K +$2.33K +18 +0.9%
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$260K -$2.2K -17 -0.9%
Impax Asset Management Group
305
Impax Asset Management Group
United Kingdom
$253K +$26.5K +205 +12%
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$248K +$184K +1,424 +358%
WAM
307
World Asset Management
Michigan
$247K -$26.1K -202 -10%
TWI
308
Thomas White International
Illinois
$247K -$11.6K -90 -5%
SCM
309
SOL Capital Management
Maryland
$245K
CCIA
310
Campbell & Co Investment Adviser
Maryland
$241K +$229K +1,772 New
NB
311
Norinchukin Bank
Japan
$238K -$2.07K -16 -0.9%
BCM
312
Bayesian Capital Management
New York
$237K +$225K +1,737 New
Vontobel Holding
313
Vontobel Holding
Switzerland
$234K +$224K +1,729 New
BMSSC
314
B. Metzler seel. Sohn & Co
Germany
$233K +$225K +1,740 New
M&T Bank
315
M&T Bank
New York
$230K
KRSITF
316
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$230K +$218K +1,687 New
TC
317
TownSquare Capital
Utah
$227K -$17.6K -136 -8%
V
318
Veritable
Delaware
$227K -$1.42K -11 -0.7%
CAG
319
Csenge Advisory Group
Florida
$225K -$27.2K -210 -11%
B
320
Barings
North Carolina
$221K -$22.8K -176 -10%
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$220K -$630K -4,870 -75%
HBT
322
Heartland Bank & Trust
Illinois
$220K +$209K +1,617 New
CB
323
Commerce Bank
Missouri
$220K +$210K +1,620 New
EOJOAM
324
E. Ohman J:or Asset Management
Sweden
$218K
BCV
325
Banque Cantonale Vaudoise
Switzerland
$217K

AIZ Hedge Fund Activity: Q4 2020 in Review

425 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2020, worth a combined $7.62B — up 11% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new AIZ positions and 30 closed out — a net gain of 44 holders — while 129 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $97.4M. The largest seller was Neuberger Berman Group, cutting an estimated $61M.

  • 425 institutional investors held Assurant (AIZ) as of Q4 2020, up from 382 in Q3 2020.
  • Funds reported $7.62B of Assurant stock for Q4 2020, up 11% quarter-over-quarter.
  • 74 funds opened new Assurant positions in Q4 2020 and 30 closed out, a net change of +44 holders.
  • The largest Assurant buyer in Q4 2020 was BlackRock, an estimated $97.4M added.
  • The largest Assurant seller in Q4 2020 was Neuberger Berman Group, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2020.