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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
LSERS
301
Louisiana State Employees Retirement System
Louisiana
$577K
CAG
302
Csenge Advisory Group
Florida
$571K +$76.5K +420 +16%
SAM
303
Securian Asset Management
Minnesota
$551K -$18.2K -100 -3%
TA
304
Tectonic Advisors
Texas
$546K +$18.2K +100 +4%
HB
305
HTLF Bank
Colorado
$540K -$18.8K -103 -4%
PIM
306
Plato Investment Management
Australia
$535K
BC
307
Burney Company
Virginia
$532K -$10K -55 -2%
MML Investors Services
308
MML Investors Services
Massachusetts
$532K +$79.4K +436 +19%
GWM
309
GoalFusion Wealth Management
Texas
$517K
AI
310
Atria Investments
North Carolina
$511K +$160K +879 +52%
RWM
311
Ritholtz Wealth Management
New York
$503K +$115K +633 +33%
NMERB
312
New Mexico Educational Retirement Board
New Mexico
$499K -$18.2K -100 -4%
CA
313
Clearstead Advisors
Ohio
$489K
SSA
314
Schonfeld Strategic Advisors
New York
$483K -$7.59M -41,630 -94%
Vontobel Holding
315
Vontobel Holding
Switzerland
$473K +$36.1K +198 +9%
CB
316
Commerce Bank
Missouri
$461K -$41.9K -230 -9%
SCM
317
Stevens Capital Management
Pennsylvania
$452K +$77.3K +424 +23%
JIC
318
Johnson Investment Counsel
Ohio
$451K +$2.19K +12 +0.5%
WAM
319
WFA Asset Management
Wisconsin
$448K
MYAM
320
Meiji Yasuda Asset Management
Japan
$446K +$12.8K +70 +3%
ECM
321
Everence Capital Management
Indiana
$430K +$394K +2,160 New
NB
322
Norinchukin Bank
Japan
$430K +$56.7K +311 +17%
GCM
323
Graham Capital Management
Connecticut
$418K -$1.24M -6,778 -76%
EOJOAM
324
E. Ohman J:or Asset Management
Sweden
$418K
LNWWM
325
Laird Norton Wetherby Wealth Management
California
$413K +$43.4K +238 +13%

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.