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Assurant

517 hedge funds and large institutions have $8.17B invested in Assurant in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 197 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

97% more call options, than puts

Call options by funds: $8.86M | Put options by funds: $4.5M

33% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 49

1% more funds holding

Funds holding: 510517 (+7)

6% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 186

0.47% more ownership

Funds ownership: 94.08%94.54% (+0.47%)

11% less capital invested

Capital invested by funds: $9.2B → $8.17B (-$1.02B)

Holders
517
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
197
Reduced
186
Closed
49
Calls
$8.86M
Puts
$4.5M
Net Calls
+$4.36M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Clearstead Advisors
Ohio
$408K +$389K +2,243 +1,048%
SP
327
Symmetry Partners
Connecticut
$404K
IFU
328
iSAM Funds (UK)
United Kingdom
$398K +$415K +2,391 New
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$379K +$131K +756 +50%
FTWA
330
Fifth Third Wealth Advisors
Ohio
$378K +$78.1K +450 +25%
CIP
331
Cornerstone Investment Partners
Georgia
$376K -$123K -709 -24%
JIC
332
Johnson Investment Counsel
Ohio
$375K +$173 +1 +0%
WAM
333
WFA Asset Management
Wisconsin
$374K
MML Investors Services
334
MML Investors Services
Massachusetts
$373K -$620K -3,574 -61%
RIM
335
Rakuten Investment Management
Japan
$370K +$141K +811 +58%
SPA
336
Sherbrooke Park Advisers
New York
$368K +$37K +213 +11%
EGM
337
Engineers Gate Manager
New York
$366K +$160K +923 +72%
Vontobel Holding
338
Vontobel Holding
Switzerland
$362K -$38.3K -221 -9%
MYAM
339
Meiji Yasuda Asset Management
Japan
$361K -$26.7K -154 -7%
SRL
340
Scientech Research LLC
New Jersey
$360K +$376K +2,165 New
NWMG
341
National Wealth Management Group
Ohio
$360K +$375K +2,164 New
EOJOAM
342
E. Ohman J:or Asset Management
Sweden
$349K
HighTower Advisors
343
HighTower Advisors
Illinois
$348K +$2.25K +13 +0.6%
OAC
344
OMERS Administration Corp
Ontario, Canada
$336K +$351K +2,024 New
MM
345
MQS Management
New York
$331K +$345K +1,988 New
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$321K -$2.95K -17 -0.9%
DAS
347
Diversify Advisory Services
Utah
$320K +$867 +5 +0.3%
BIAS
348
Beacon Investment Advisory Services
New Jersey
$318K
RWM
349
Ritholtz Wealth Management
New York
$315K +$94.4K +544 +40%
CIM
350
Cambria Investment Management
California
$313K -$82.8K -477 -20%

AIZ Hedge Fund Activity: Q2 2024 in Review

517 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2024, worth a combined $8.17B — down 11% from $9.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AIZ positions and 49 closed out — a net gain of 16 holders — while 197 added to existing stakes and 186 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $77.5M. The largest seller was BlackRock, cutting an estimated $38.1M.

  • 517 institutional investors held Assurant (AIZ) as of Q2 2024, up from 510 in Q1 2024.
  • Funds reported $8.17B of Assurant stock for Q2 2024, down 11% quarter-over-quarter.
  • 65 funds opened new Assurant positions in Q2 2024 and 49 closed out, a net change of +16 holders.
  • The largest Assurant buyer in Q2 2024 was Nordea Investment Management, an estimated $77.5M added.
  • The largest Assurant seller in Q2 2024 was BlackRock, an estimated $38.1M sold.

Based on aggregated 13F filings for Q2 2024.