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Assurant

522 hedge funds and large institutions have $9.71B invested in Assurant in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 168 increasing their positions, 201 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $7.74M | Put options by funds: $6.05M

19% more capital invested

Capital invested by funds: $8.17B → $9.71B (+$1.54B)

13% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 63

1% more funds holding

Funds holding: 517522 (+5)

0.21% more ownership

Funds ownership: 94.54%94.75% (+0.21%)

16% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 201

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
522
Holders Change
+5
Holders Change %
+0.97%
% of All Funds
7.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
168
Reduced
201
Closed
63
Calls
$7.74M
Puts
$6.05M
Net Calls
+$1.69M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
326
OMERS Administration Corp
Ontario, Canada
$402K
VSQM
327
V-Square Quantitative Management
Illinois
$399K +$37K +203 +11%
SCM
328
Sterling Capital Management
North Carolina
$394K +$361K +1,983 New
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$389K +$4.37K +24 +1%
SPA
330
Sherbrooke Park Advisers
New York
$381K -$53.9K -296 -13%
BIAS
331
Beacon Investment Advisory Services
New Jersey
$380K
IFS
332
Ifrah Financial Services
Arkansas
$373K
EF
333
Empirical Finance
Pennsylvania
$370K +$6.56K +36 +2%
TRCT
334
Tower Research Capital (TRC)
New York
$368K -$205K -1,123 -38%
AA
335
ALPS Advisors
Colorado
$368K +$337K +1,850 New
CIM
336
Cambria Investment Management
California
$365K -$8.02K -44 -2%
MPM
337
MBB Public Markets
Illinois
$358K -$383K -2,100 -54%
UCFA
338
United Capital Financial Advisors
Texas
$357K -$11.3K -62 -3%
BBVA
339
Banco Bilbao Vizcaya Argentaria
Spain
$355K +$12.6K +69 +4%
TMAM
340
Tokio Marine Asset Management
Japan
$343K
OCBCO
341
Oversea-Chinese Banking Corp (OCBC)
Singapore
$341K -$20K -110 -6%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$338K -$20K -110 -6%
FIM
343
Freedom Investment Management
Connecticut
$338K -$21.5K -118 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
344
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$338K +$74.9K +411 +32%
AC
345
AlphaCore Capital
California
$336K +$4.37K +24 +1%
Kovitz Investment Group Partners
346
Kovitz Investment Group Partners
Illinois
$334K +$201K +1,101 +82%
IMCOOI
347
Investment Management Corp of Ontario (IMCO)
Canada
$333K +$305K +1,674 New
SIA
348
Schechter Investment Advisors
Michigan
$329K +$911 +5 +0.3%
Envestnet Portfolio Solutions
349
Envestnet Portfolio Solutions
Illinois
$327K +$32.1K +176 +12%
NMIMC
350
Northwestern Mutual Investment Management Company
Wisconsin
$326K -$2.55K -14 -0.8%

AIZ Hedge Fund Activity: Q3 2024 in Review

522 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2024, worth a combined $9.71B — up 19% from $8.17B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AIZ positions and 63 closed out — a net gain of 8 holders — while 168 added to existing stakes and 201 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $55.7M. The largest seller was Prudential Financial, cutting an estimated $31.2M.

  • 522 institutional investors held Assurant (AIZ) as of Q3 2024, up from 517 in Q2 2024.
  • Funds reported $9.71B of Assurant stock for Q3 2024, up 19% quarter-over-quarter.
  • 71 funds opened new Assurant positions in Q3 2024 and 63 closed out, a net change of +8 holders.
  • The largest Assurant buyer in Q3 2024 was Bank of New York Mellon, an estimated $55.7M added.
  • The largest Assurant seller in Q3 2024 was Prudential Financial, an estimated $31.2M sold.

Based on aggregated 13F filings for Q3 2024.