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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
NIPH
326
NN Investment Partners Holdings
Netherlands
$111K +$105K +885 New
BEI
327
Benjamin Edwards Inc
Missouri
$110K +$11K +93 +12%
SPIA
328
Steward Partners Investment Advisory
New York
$108K +$2.14K +18 +2%
MERSOM
329
Municipal Employees' Retirement System of Michigan
Michigan
$107K
PCG
330
Private Capital Group
Connecticut
$94K +$28.7K +242 +48%
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$89K -$48.3K -407 -36%
RIM
332
Rampart Investment Management
Connecticut
$89K -$10.4K -88 -11%
LS
333
Livforsakringsbolaget Skandia
Sweden
$85K
PRC
334
Pearl River Capital
Michigan
$71K +$66.9K +564 New
CIA
335
CSat Investment Advisory
Michigan
$56K -$13.2K -111 -20%
APA
336
American Portfolios Advisors
New York
$50.1K +$47.2K +398 New
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$44K +$41.5K +350 New
LC
338
Lindbrook Capital
California
$27K
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$26K
SF
340
Synovus Financial
Georgia
$26K +$24K +202 New
LWANC
341
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K
GLI
342
Guardian Life Insurance
New York
$22K
RCAG
343
Rehmann Capital Advisory Group
Michigan
$18.9K
ZB
344
Zions Bancorporation
Utah
$17K
WEC
345
Winslow Evans & Crocker
Massachusetts
$16K
AF
346
Allworth Financial
California
$15K
FGAM
347
Financial Gravity Asset Management
Texas
$15K +$11.2K +94 +409%
GAM
348
Gemmer Asset Management
California
$13K
VNA
349
Valley National Advisers
Pennsylvania
$13K
AIL
350
AGF Investments LLC
Ontario, Canada
$13K +$11.9K +100 New

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.