We are live on ! Find out more
AIZ icon

Assurant

390 hedge funds and large institutions have $7.51B invested in Assurant in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 382390 (+8)

4% more capital invested

Capital invested by funds: $7.24B → $7.51B (+$268M)

0.33% more ownership

Funds ownership: 94.19%94.51% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 144

58% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $37.3M

Holders
390
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
7.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
57
Increased
131
Reduced
144
Closed
41
Calls
$15.6M
Puts
$37.3M
Net Calls
-$21.7M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
AIA Investment Management
Singapore
$17K +$16.2K +126 New
AF
352
Allworth Financial
California
$16K
WEC
353
Winslow Evans & Crocker
Massachusetts
$16K
ZB
354
Zions Bancorporation
Utah
$15K -$2.96K -23 -17%
GAM
355
Gemmer Asset Management
California
$14K
CFGS
356
Concourse Financial Group Securities
Alabama
$14K +$13.6K +106 New
VNA
357
Valley National Advisers
Pennsylvania
$13K
TPCW
358
TD Private Client Wealth
New York
$12.3K +$12.1K +94 New
BCA
359
Berman Capital Advisors
Georgia
$12K
AIL
360
AGF Investments LLC
Ontario, Canada
$10K -$2.57K -20 -20%
HI
361
Hudock Inc
Pennsylvania
$9K
IA
362
IFP Advisors
Florida
$9K
ST
363
Smithfield Trust
Pennsylvania
$8K
Rockefeller Capital Management
364
Rockefeller Capital Management
New York
$8K +$7.08K +55 +688%
NFG
365
Next Financial Group
Texas
$7K -$151K -1,173 -95%
Kayne Anderson Rudnick Investment Management
366
Kayne Anderson Rudnick Investment Management
California
$6K
WPA
367
West Paces Advisors
Georgia
$5.24K
SLF
368
Sun Life Financial
Ontario, Canada
$5K -$1.8K -14 -28%
TWA
369
TCI Wealth Advisors
Arizona
$5K
OPS
370
Orion Portfolio Solutions
Nebraska
$5K +$4.89K +38 New
SF
371
Synovus Financial
Georgia
$4K -$22.4K -174 -86%
EARNEST Partners
372
EARNEST Partners
Georgia
$4K
PA
373
Parallel Advisors
California
$4K
PFBT
374
Parkside Financial Bank & Trust
Missouri
$4K
SFSIG
375
San Francisco Sentry Investment Group
California
$4K

AIZ Hedge Fund Activity: Q4 2019 in Review

390 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2019, worth a combined $7.51B — up 3.7% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AIZ positions and 41 closed out — a net gain of 16 holders — while 131 added to existing stakes and 144 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $57.6M. The largest seller was Renaissance Technologies, cutting an estimated $67.2M.

  • 390 institutional investors held Assurant (AIZ) as of Q4 2019, up from 382 in Q3 2019.
  • Funds reported $7.51B of Assurant stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 57 funds opened new Assurant positions in Q4 2019 and 41 closed out, a net change of +16 holders.
  • The largest Assurant buyer in Q4 2019 was Viking Global Investors, an estimated $57.6M added.
  • The largest Assurant seller in Q4 2019 was Renaissance Technologies, an estimated $67.2M sold.

Based on aggregated 13F filings for Q4 2019.