AIZ icon

Assurant
AIZ

Overview Fund Activity

483 hedge funds and large institutions have $8.35B invested in Assurant in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 167 increasing their positions, 154 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+66
Holders Change %
+15.83%
% of All Funds
7.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
107
Increased
167
Reduced
154
Closed
33
Calls
$14.6M
Puts
$7.95M
Net Calls
+$6.67M
Net Calls Change
-$1.76M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$307M
2
Prudential Financial
Prudential Financial
New Jersey
$86.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
$29.6M
4
GC
Gillson Capital
Illinois
$27M
5
Barclays
Barclays
United Kingdom
$45.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$318M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$862M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$464M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$246M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
326
Norinchukin Bank
Japan
$315K -$34.5K -205 -10%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$309K +$12.6K +75 +4%
VSQM
328
V-Square Quantitative Management
Illinois
$308K -$17.5K -104 -5%
AIM
329
Allen Investment Management
New York
$308K – – –
WSTAM
330
Wilbanks Smith & Thomas Asset Management
Virginia
$303K – – –
BFM
331
Boothbay Fund Management
New York
$300K +$300K +1,781 New
CAN
332
Cetera Advisor Networks
California
$292K +$292K +1,736 New
OC
333
Oppenheimer & Co
New York
$292K +$292K +1,733 New
M&T Bank
334
M&T Bank
New York
$291K +$6.24K +37 +2%
BBVA
335
Banco Bilbao Vizcaya Argentaria
Spain
$290K +$7.58K +45 +3%
TMAM
336
Tokio Marine Asset Management
Japan
$285K +$21.2K +126 +8%
FIM
337
Freedom Investment Management
Connecticut
$285K +$285K +1,690 New
CCM
338
Coldstream Capital Management
Washington
$284K +$23.6K +140 +9%
NMIMC
339
Northwestern Mutual Investment Management Company
Wisconsin
$280K -$1.69K -10 -0.6%
IC
340
IEQ Capital
California
$271K -$62.7K -372 -19%
HighTower Advisors
341
HighTower Advisors
Illinois
$269K +$8.28K +49 +3%
CWM
342
Calamos Wealth Management
Illinois
$268K -$8.26K -49 -3%
US Bancorp
343
US Bancorp
Minnesota
$265K +$149K +881 +128%
QI
344
Qtron Investments
Massachusetts
$261K +$261K +1,547 New
BAMF
345
BI Asset Management Fondsmaeglerselskab
Denmark
$260K +$129K +766 +98%
MAM
346
Meeder Asset Management
Ohio
$256K -$67.7K -402 -21%
SW
347
SteelPeak Wealth
California
$253K -$33.7K -200 -12%
Credit Agricole
348
Credit Agricole
France
$251K +$167K +990 +199%
Lido Advisors
349
Lido Advisors
California
$250K +$250K +1,485 New
I
350
InceptionR
California
$249K +$249K +1,476 New
12 13
14
15 16