We are live on ! Find out more
AIZ icon

Assurant

408 hedge funds and large institutions have $8.88B invested in Assurant in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 143 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $5.79M

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $8.15B → $8.88B (+$730M)

2% more funds holding

Funds holding: 401408 (+7)

1% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.02% less ownership

Funds ownership: 95.1%94.07% (-1%)

Holders
408
Holders Change
+7
Holders Change %
+1.75%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
144
Reduced
143
Closed
39
Calls
$19.1M
Puts
$5.79M
Net Calls
+$13.3M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
351
Old North State Trust
North Carolina
$45K -$2.65K -17 -6%
CTC
352
Central Trust Company
Missouri
$31K
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$30K +$7.81K +50 +36%
Simplex Trading
354
Simplex Trading
Illinois
$30K +$30.5K +195 New
LWANC
355
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$26K
GLLW
357
Graves Light Lenhart Wealth
Virginia
$25K
AF
358
Allworth Financial
California
$23K
CWP
359
Concord Wealth Partners
Virginia
$23K +$2.81K +18 +14%
TPCW
360
TD Private Client Wealth
New York
$19.1K +$312 +2 +2%
BCA
361
Berman Capital Advisors
Georgia
$18K
CI
362
CX Institutional
Indiana
$18K +$3.44K +22 +23%
IA
363
IFP Advisors
Florida
$17K -$50K -320 -73%
GAM
364
Gemmer Asset Management
California
$15K +$8.44K +54 +138%
PA
365
Parallel Advisors
California
$13K +$3.28K +21 +34%
Loomis, Sayles & Company
366
Loomis, Sayles & Company
Massachusetts
$12K
CP
367
Castleview Partners
Texas
$12K +$12.5K +80 New
HI
368
Hudock Inc
Pennsylvania
$11K
TWA
369
TCI Wealth Advisors
Arizona
$11K
DFCM
370
Dark Forest Capital Management
Puerto Rico
$11K +$11.2K +72 New
BFEC
371
Benjamin F. Edwards & Company
Missouri
$10K -$117K -752 -92%
MGIM
372
M&G Investment Management
United Kingdom
$8.49K +$8.5M +54,415 New
FCA
373
FinTrust Capital Advisors
South Carolina
$8K
BWM
374
BerganKDV Wealth Management
Minnesota
$7K
NFG
375
Next Financial Group
Texas
$7K

AIZ Hedge Fund Activity: Q2 2021 in Review

408 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2021, worth a combined $8.88B — up 9% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AIZ positions and 39 closed out — a net gain of 9 holders — while 144 added to existing stakes and 143 trimmed.

The largest buyer was Vanguard Group, adding an estimated $54.8M. The largest seller was Wellington Management Group, cutting an estimated $77.8M.

  • 408 institutional investors held Assurant (AIZ) as of Q2 2021, up from 401 in Q1 2021.
  • Funds reported $8.88B of Assurant stock for Q2 2021, up 9% quarter-over-quarter.
  • 48 funds opened new Assurant positions in Q2 2021 and 39 closed out, a net change of +9 holders.
  • The largest Assurant buyer in Q2 2021 was Vanguard Group, an estimated $54.8M added.
  • The largest Assurant seller in Q2 2021 was Wellington Management Group, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2021.