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Assurant

382 hedge funds and large institutions have $7.24B invested in Assurant in 2019 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

19% more capital invested

Capital invested by funds: $6.07B → $7.24B (+$1.18B)

19% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 48

2% more funds holding

Funds holding: 373382 (+9)

1.35% more ownership

Funds ownership: 92.83%94.19% (+1.4%)

7% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 124

26% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $21.3M

Holders
382
Holders Change
+9
Holders Change %
+2.41%
% of All Funds
8.38%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
57
Increased
133
Reduced
124
Closed
48
Calls
$15.7M
Puts
$21.3M
Net Calls
-$5.61M
Net Calls Change
-$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
351
Berman Capital Advisors
Georgia
$12K
ASN
352
Advisory Services Network
Georgia
$11K
HI
353
Hudock Inc
Pennsylvania
$9K
IA
354
IFP Advisors
Florida
$9K +$8.19K +69 New
ST
355
Smithfield Trust
Pennsylvania
$7K
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$6K
Kayne Anderson Rudnick Investment Management
357
Kayne Anderson Rudnick Investment Management
California
$6K
SLF
358
Sun Life Financial
Ontario, Canada
$6K
MSFP
359
Mark Sheptoff Financial Planning
Connecticut
$6K +$5.58K +47 New
WPA
360
West Paces Advisors
Georgia
$5.03K
TWA
361
TCI Wealth Advisors
Arizona
$5K
PA
362
Parallel Advisors
California
$4K
PFBT
363
Parkside Financial Bank & Trust
Missouri
$4K
SFSIG
364
San Francisco Sentry Investment Group
California
$4K
VCM
365
Versant Capital Management
Arizona
$3K -$237 -2 -7%
EARNEST Partners
366
EARNEST Partners
Georgia
$3K
IRC
367
Investors Research Corp
Georgia
$3K
SFS
368
Sowell Financial Services
Arkansas
$3K +$2.61K +22 New
SWA
369
Sutton Wealth Advisors
Florida
$2.14K
GWS
370
Glassman Wealth Services
Virginia
$2K
LWCFA
371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
TCOV
372
Trust Company of Vermont
Vermont
$2K
CFG
373
Citizens Financial Group
Rhode Island
$2K +$1.54K +13 New
EW
374
Evoke Wealth
California
$1.76K +$1.66K +14 New
RIA
375
Realta Investment Advisors
Delaware
$1K -$9.49K -80 -88%

AIZ Hedge Fund Activity: Q3 2019 in Review

382 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2019, worth a combined $7.24B — up 19% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AIZ positions and 48 closed out — a net gain of 9 holders — while 133 added to existing stakes and 124 trimmed.

The largest buyer was Invesco, adding an estimated $134M. The largest seller was Fidelity Investments, cutting an estimated $46.1M.

  • 382 institutional investors held Assurant (AIZ) as of Q3 2019, up from 373 in Q2 2019.
  • Funds reported $7.24B of Assurant stock for Q3 2019, up 19% quarter-over-quarter.
  • 57 funds opened new Assurant positions in Q3 2019 and 48 closed out, a net change of +9 holders.
  • The largest Assurant buyer in Q3 2019 was Invesco, an estimated $134M added.
  • The largest Assurant seller in Q3 2019 was Fidelity Investments, an estimated $46.1M sold.

Based on aggregated 13F filings for Q3 2019.