AIZ icon

Assurant
AIZ

Overview Fund Activity

507 hedge funds and large institutions have $9.18B invested in Assurant in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 171 increasing their positions, 188 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+24
Holders Change %
+4.97%
% of All Funds
7.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
71
Increased
171
Reduced
188
Closed
44
Calls
$17.7M
Puts
$30.1M
Net Calls
-$12.4M
Net Calls Change
-$19.1M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$112M
2
Invesco
Invesco
Georgia
+$39.7M
3
ATN
AMF Tjänstepension
Sweden
+$39M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$33.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$118M
4
Brown Advisory
Brown Advisory
Maryland
-$28.5M
5
BlackRock
BlackRock
New York
-$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
351
Stratos Wealth Partners
Ohio
$312K +$48.4K +257 +18%
CCM
352
Coldstream Capital Management
Washington
$312K -$5.84K -31 -2%
SIA
353
Schechter Investment Advisors
Michigan
$311K +$311K +1,650 New
NMIMC
354
Northwestern Mutual Investment Management Company
Wisconsin
$310K -$3.01K -16 -1%
CWM
355
Calamos Wealth Management
Illinois
$299K -$941 -5 -0.3%
US Bancorp
356
US Bancorp
Minnesota
$297K +$1.13K +6 +0.4%
PP
357
Paloma Partners
Connecticut
$295K +$295K +1,566 New
IC
358
IEQ Capital
California
$294K -$9.22K -49 -3%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$286K +$102K +545 +56%
SW
360
SteelPeak Wealth
California
$282K – – –
RMDI
361
R.M. Davis Inc
Maine
$281K -$78.3K -416 -22%
GCM
362
Graham Capital Management
Connecticut
$279K +$279K +1,484 New
AIM
363
Allen Investment Management
New York
$276K -$67.6K -359 -20%
VIM
364
Vinva Investment Management
Australia
$274K +$274K +1,453 New
Creative Planning
365
Creative Planning
Kansas
$273K -$299K -1,586 -52%
Swedbank
366
Swedbank
Sweden
$270K – – –
Squarepoint
367
Squarepoint
New York
$265K -$3.01K -16 -1%
RIM
368
Rakuten Investment Management
Japan
$264K +$239K +1,272 +978%
CMBA
369
C.M. Bidwell & Associates
Hawaii
$262K +$565 +3 +0.2%
AFG
370
Atomi Financial Group
New York
$262K +$29.7K +158 +13%
FFM
371
Forum Financial Management
Illinois
$260K – – –
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
$259K -$452K -2,400 -64%
TC
373
TownSquare Capital
Utah
$257K -$211K -1,122 -45%
RWM
374
Ritholtz Wealth Management
New York
$255K +$255K +1,354 New
VCG
375
Vantage Consulting Group
Virginia
$251K +$251K +1,331 New
13 14
15
16 17