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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
GT
326
Glenmede Trust
Pennsylvania
$103K
RIM
327
Rampart Investment Management
Connecticut
$97K +$4.38K +34 +5%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$93K +$515 +4 +0.6%
LS
329
Livforsakringsbolaget Skandia
Sweden
$89K
CIA
330
CSat Investment Advisory
Michigan
$62K +$4.25K +33 +7%
TRCT
331
Tower Research Capital (TRC)
New York
$53K -$294K -2,281 -85%
Acadian Asset Management
332
Acadian Asset Management
Massachusetts
$47K -$806K -6,266 -95%
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$46K
PO
334
Private Ocean
California
$43K +$41.8K +325 New
ACA
335
Atlas Capital Advisors
Wyoming
$42.5K +$41.7K +324 New
SIC
336
Salem Investment Counselors
North Carolina
$40K +$39K +303 New
AP
337
Americana Partners
Texas
$39K +$38.7K +301 New
APWM
338
Atlas Private Wealth Management
New York
$36K +$35.3K +274 New
PCM
339
Prelude Capital Management
New York
$32K +$31.8K +247 New
RIA
340
Realta Investment Advisors
Delaware
$31K +$28.8K +224 +2,036%
HNB
341
Huntington National Bank
Ohio
$30K +$29.6K +230 New
LC
342
Lindbrook Capital
California
$29K
SFS
343
Sowell Financial Services
Arkansas
$28K +$24.2K +188 +855%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$26K
LWANC
345
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K
GLI
346
Guardian Life Insurance
New York
$23K
FHA
347
Flagship Harbor Advisors
Massachusetts
$22K +$20.1K +156 +1,733%
IUHSA
348
Itau Unibanco Holding S.A.
Brazil
$19K -$299K -2,325 -94%
MSFP
349
Mark Sheptoff Financial Planning
Connecticut
$19K +$12.9K +100 +213%
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$18K +$17.6K +137 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.