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Assurant

421 hedge funds and large institutions have $8.22B invested in Assurant in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 128 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

476% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.77M

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

0% more funds holding

Funds holding: 419421 (+2)

0.32% more ownership

Funds ownership: 92.34%92.66% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $8.55B → $8.22B (-$333M)

17% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 155

Holders
421
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
128
Reduced
155
Closed
52
Calls
$10.2M
Puts
$1.77M
Net Calls
+$8.45M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
351
Destiny Wealth Partners
Florida
$59K +$3.33K +21 +6%
SPIA
352
Steward Partners Investment Advisory
New York
$58K -$793 -5 -1%
LPP
353
Life Planning Partners
Florida
$58K +$58.7K +370 New
QC
354
Quent Capital
New York
$55K +$55.8K +352 New
Optiver Holding
355
Optiver Holding
Netherlands
$54K
Acadian Asset Management
356
Acadian Asset Management
Massachusetts
$52K
Capstone Investment Advisors
357
Capstone Investment Advisors
New York
$50K +$47K +296 +1,233%
ONST
358
Old North State Trust
North Carolina
$45K
DCM
359
Dupont Capital Management
Delaware
$36K -$93.9K -592 -72%
CTC
360
Central Trust Company
Missouri
$31K
LWANC
361
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$26K -$11.3K -71 -30%
GLLW
363
Graves Light Lenhart Wealth
Virginia
$25K
IA
364
IFP Advisors
Florida
$25K +$7.14K +45 +39%
CWP
365
Concord Wealth Partners
Virginia
$23K +$3.33K +21 +17%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$22K +$22.7K +143 New
TPCW
367
TD Private Client Wealth
New York
$19.9K -$317 -2 -2%
AF
368
Allworth Financial
California
$19K
NFG
369
Next Financial Group
Texas
$19K +$12.5K +79 +184%
TWA
370
TCI Wealth Advisors
Arizona
$16K
GAM
371
Gemmer Asset Management
California
$14K
HI
372
Hudock Inc
Pennsylvania
$11K
PA
373
Parallel Advisors
California
$11K +$952 +6 +9%
BFEC
374
Benjamin F. Edwards & Company
Missouri
$10K -$159 -1 -2%
ZB
375
Zions Bancorporation
Utah
$10K +$5.55K +35 +125%

AIZ Hedge Fund Activity: Q4 2021 in Review

421 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2021, worth a combined $8.22B — down 3.9% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AIZ positions and 52 closed out — a net gain of 8 holders — while 128 added to existing stakes and 155 trimmed.

The largest buyer was Millennium Management, adding an estimated $61.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $68.6M sold.

  • 421 institutional investors held Assurant (AIZ) as of Q4 2021, up from 419 in Q3 2021.
  • Funds reported $8.22B of Assurant stock for Q4 2021, down 3.9% quarter-over-quarter.
  • 60 funds opened new Assurant positions in Q4 2021 and 52 closed out, a net change of +8 holders.
  • The largest Assurant buyer in Q4 2021 was Millennium Management, an estimated $61.1M added.
  • The largest Assurant seller in Q4 2021 was Adage Capital Partners, an estimated $68.6M sold.

Based on aggregated 13F filings for Q4 2021.