We are live on ! Find out more
AIZ icon

Assurant

452 hedge funds and large institutions have $8.76B invested in Assurant in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 160 increasing their positions, 152 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $6.03M

79% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 427452 (+25)

5.35% more ownership

Funds ownership: 88.42%93.77% (+5.4%)

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 152

5% less capital invested

Capital invested by funds: $9.25B → $8.76B (-$495M)

Holders
452
Holders Change
+25
Holders Change %
+5.85%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
70
Increased
160
Reduced
152
Closed
39
Calls
$12.5M
Puts
$6.03M
Net Calls
+$6.45M
Net Calls Change
-$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
351
Arrow Investment Advisors
Maryland
$210K -$25.5K -141 -10%
SCM
352
SOL Capital Management
Maryland
$207K -$73.3K -405 -25%
EF
353
Empirical Finance
Pennsylvania
$204K +$11K +61 +5%
Vontobel Holding
354
Vontobel Holding
Switzerland
$202K +$214K +1,182 New
CI Investments Inc
355
CI Investments Inc
Ontario, Canada
$189K -$101K -556 -34%
US Bancorp
356
US Bancorp
Minnesota
$188K -$21.9K -121 -10%
VNA
357
Valley National Advisers
Pennsylvania
$169K
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$131K +$11.4K +63 +9%
AIP
359
Ameritas Investment Partners
Nebraska
$129K
QCG
360
Quadrant Capital Group
Ohio
$122K -$13.9K -77 -10%
EWM
361
Evermay Wealth Management
Virginia
$116K -$9.6K -53 -7%
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$108K -$115K -633 -50%
SOW
363
State of Wyoming
Wyoming
$92K +$96K +530 New
ST
364
Smithfield Trust
Pennsylvania
$80K -$4.17K -23 -5%
SPIA
365
Steward Partners Investment Advisory
New York
$80K +$2.72K +15 +3%
QC
366
Quent Capital
New York
$78K +$6.16K +34 +8%
IAMOG
367
Investors Asset Management of Georgia
Georgia
$77K +$80.4K +444 New
GWSG
368
GPS Wealth Strategies Group
Colorado
$73K
EWA
369
EverSource Wealth Advisors
Alabama
$73K +$543 +3 +0.7%
SWM
370
SeaCrest Wealth Management
New York
$73K +$76.1K +420 New
SIM
371
Sentry Investment Management
Wisconsin
$67K -$13.8K -76 -16%
AP
372
Arlington Partners
Alabama
$67K
HCP
373
Hexagon Capital Partners
Arkansas
$67K
GI
374
Gradient Investments
Minnesota
$66K
LPP
375
Life Planning Partners
Florida
$64K

AIZ Hedge Fund Activity: Q2 2022 in Review

452 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2022, worth a combined $8.76B — down 5.4% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AIZ positions and 39 closed out — a net gain of 31 holders — while 160 added to existing stakes and 152 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $69.1M. The largest seller was Wellington Management Group, cutting an estimated $180M.

  • 452 institutional investors held Assurant (AIZ) as of Q2 2022, up from 427 in Q1 2022.
  • Funds reported $8.76B of Assurant stock for Q2 2022, down 5.4% quarter-over-quarter.
  • 70 funds opened new Assurant positions in Q2 2022 and 39 closed out, a net change of +31 holders.
  • The largest Assurant buyer in Q2 2022 was Neuberger Berman Group, an estimated $69.1M added.
  • The largest Assurant seller in Q2 2022 was Wellington Management Group, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2022.