We are live on ! Find out more
AIZ icon

Assurant

382 hedge funds and large institutions have $6.84B invested in Assurant in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 165 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

16% more capital invested

Capital invested by funds: $5.89B → $6.84B (+$954M)

3% more funds holding

Funds holding: 372382 (+10)

1.09% less ownership

Funds ownership: 95.61%94.52% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 165

80% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $61.8M

Holders
382
Holders Change
+10
Holders Change %
+2.69%
% of All Funds
7.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
55
Increased
105
Reduced
165
Closed
44
Calls
$12.3M
Puts
$61.8M
Net Calls
-$49.5M
Net Calls Change
-$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wolverine Asset Management
Illinois
$39K +$37.8K +329 New
SFS
327
Sowell Financial Services
Arkansas
$36K -$1.49K -13 -4%
HCP
328
Hexagon Capital Partners
Arkansas
$32K +$29.1K +253 New
T
329
TOBAM
France
$32K +$30.3K +264 New
AIL
330
AGF Investments LLC
Ontario, Canada
$26K -$4.59K -40 -16%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$26K
HFM
332
Harvest Fund Management
China
$26K +$24K +209 New
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
$25K +$18.4K +160 +348%
AssetMark Inc
334
AssetMark Inc
California
$24K +$23K +200 New
APWM
335
Atlas Private Wealth Management
New York
$23K
LWANC
336
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K
FHA
337
Flagship Harbor Advisors
Massachusetts
$20K +$115 +1 +0.6%
VCM
338
Vigilant Capital Management
Maine
$18K +$17K +148 New
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$17K +$16.3K +142 New
AF
340
Allworth Financial
California
$15K -$6.43K -56 -31%
AIM
341
AIA Investment Management
Singapore
$15K
IA
342
IFP Advisors
Florida
$14K -$5.74K -50 -30%
BCA
343
Berman Capital Advisors
Georgia
$14K -$1.84K -16 -12%
WEC
344
Winslow Evans & Crocker
Massachusetts
$14K
ST
345
Smithfield Trust
Pennsylvania
$14K +$6.89K +60 +109%
ZB
346
Zions Bancorporation
Utah
$13K -$345 -3 -3%
TPCW
347
TD Private Client Wealth
New York
$13K
VNA
348
Valley National Advisers
Pennsylvania
$12K
GAM
349
Gemmer Asset Management
California
$12K +$6.89K +60 +158%
HI
350
Hudock Inc
Pennsylvania
$9K

AIZ Hedge Fund Activity: Q3 2020 in Review

382 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2020, worth a combined $6.84B — up 16% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AIZ positions and 44 closed out — a net gain of 11 holders — while 105 added to existing stakes and 165 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $153M. The largest seller was Natixis, cutting an estimated $46.4M.

  • 382 institutional investors held Assurant (AIZ) as of Q3 2020, up from 372 in Q2 2020.
  • Funds reported $6.84B of Assurant stock for Q3 2020, up 16% quarter-over-quarter.
  • 55 funds opened new Assurant positions in Q3 2020 and 44 closed out, a net change of +11 holders.
  • The largest Assurant buyer in Q3 2020 was Fidelity Investments, an estimated $153M added.
  • The largest Assurant seller in Q3 2020 was Natixis, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2020.