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Assurant

408 hedge funds and large institutions have $8.88B invested in Assurant in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 143 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $5.79M

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $8.15B → $8.88B (+$730M)

2% more funds holding

Funds holding: 401408 (+7)

1% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.02% less ownership

Funds ownership: 95.1%94.07% (-1%)

Holders
408
Holders Change
+7
Holders Change %
+1.75%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
144
Reduced
143
Closed
39
Calls
$19.1M
Puts
$5.79M
Net Calls
+$13.3M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
AII
326
AGF Investments Inc
Ontario, Canada
$182K +$182K +1,164 New
PI
327
PGGM Investments
Netherlands
$177K +$177K +1,131 New
WA
328
WestEnd Advisors
North Carolina
$156K
VI
329
Vestcor Inc
New Brunswick, Canada
$152K -$16.7K -107 -10%
VNA
330
Valley National Advisers
Pennsylvania
$150K
QCG
331
Quadrant Capital Group
Ohio
$139K +$1.87K +12 +1%
AIP
332
Ameritas Investment Partners
Nebraska
$135K
SWA
333
SOA Wealth Advisors
New York
$119K +$51.2K +328 +75%
LS
334
Livforsakringsbolaget Skandia
Sweden
$106K
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$106K +$781 +5 +0.7%
SIM
336
Sentry Investment Management
Wisconsin
$97K
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$91K +$5.16K +33 +6%
Bessemer Group
338
Bessemer Group
New Jersey
$86K -$1.56K -10 -2%
AAM
339
Advisors Asset Management
Colorado
$84K -$781 -5 -0.9%
ST
340
Smithfield Trust
Pennsylvania
$83K +$64.7K +414 +360%
ASN
341
Advisory Services Network
Georgia
$78K +$78.6K +503 New
GWSG
342
GPS Wealth Strategies Group
Colorado
$66K
FC
343
FORA Capital
Florida
$66K +$65.6K +420 New
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.6K
AP
345
Arlington Partners
Alabama
$60K
GI
346
Gradient Investments
Minnesota
$59K
SPIA
347
Steward Partners Investment Advisory
New York
$58K +$2.5K +16 +5%
TFS
348
TrustCore Financial Services
Tennessee
$55K
Acadian Asset Management
349
Acadian Asset Management
Massachusetts
$53K -$3.12K -20 -6%
HCP
350
Hexagon Capital Partners
Arkansas
$52K +$2.03K +13 +4%

AIZ Hedge Fund Activity: Q2 2021 in Review

408 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2021, worth a combined $8.88B — up 9% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AIZ positions and 39 closed out — a net gain of 9 holders — while 144 added to existing stakes and 143 trimmed.

The largest buyer was Vanguard Group, adding an estimated $54.8M. The largest seller was Wellington Management Group, cutting an estimated $77.8M.

  • 408 institutional investors held Assurant (AIZ) as of Q2 2021, up from 401 in Q1 2021.
  • Funds reported $8.88B of Assurant stock for Q2 2021, up 9% quarter-over-quarter.
  • 48 funds opened new Assurant positions in Q2 2021 and 39 closed out, a net change of +9 holders.
  • The largest Assurant buyer in Q2 2021 was Vanguard Group, an estimated $54.8M added.
  • The largest Assurant seller in Q2 2021 was Wellington Management Group, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2021.