We are live on ! Find out more
AIZ icon

Assurant

517 hedge funds and large institutions have $8.17B invested in Assurant in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 197 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

97% more call options, than puts

Call options by funds: $8.86M | Put options by funds: $4.5M

33% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 49

1% more funds holding

Funds holding: 510517 (+7)

6% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 186

0.47% more ownership

Funds ownership: 94.08%94.54% (+0.47%)

11% less capital invested

Capital invested by funds: $9.2B → $8.17B (-$1.02B)

Holders
517
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
197
Reduced
186
Closed
49
Calls
$8.86M
Puts
$4.5M
Net Calls
+$4.36M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
351
Ifrah Financial Services
Arkansas
$312K -$520 -3 -0.2%
UCFA
352
United Capital Financial Advisors
Texas
$309K -$2.25K -13 -0.7%
NB
353
Norinchukin Bank
Japan
$308K +$4.51K +26 +1%
SCM
354
Stevens Capital Management
Pennsylvania
$307K -$241K -1,391 -43%
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$305K -$14.6K -84 -4%
EF
356
Empirical Finance
Pennsylvania
$304K -$26.5K -153 -8%
OCBCO
357
Oversea-Chinese Banking Corp (OCBC)
Singapore
$303K +$317K +1,825 New
FIM
358
Freedom Investment Management
Connecticut
$302K -$16.3K -94 -5%
VSQM
359
V-Square Quantitative Management
Illinois
$300K -$3.64K -21 -1%
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$292K
FC
361
Forte Capital
New York
$291K +$90.7K +523 +43%
TMAM
362
Tokio Marine Asset Management
Japan
$287K
Walleye Trading
363
Walleye Trading
New York
$287K +$77.2K +445 +35%
BBVA
364
Banco Bilbao Vizcaya Argentaria
Spain
$285K -$3.99K -23 -1%
AI
365
Atria Investments
North Carolina
$281K +$294K +1,693 New
KRSITF
366
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$279K -$6.42K -37 -2%
AC
367
AlphaCore Capital
California
$277K +$289K +1,665 New
SW
368
SVB Wealth
Massachusetts
$276K -$7.63K -44 -3%
NMIMC
369
Northwestern Mutual Investment Management Company
Wisconsin
$275K +$1.21K +7 +0.4%
SIA
370
Schechter Investment Advisors
Michigan
$274K
CCM
371
Coldstream Capital Management
Washington
$273K -$2.43K -14 -0.8%
JFG
372
Jefferies Financial Group
New York
$268K +$279K +1,611 New
CMBA
373
C.M. Bidwell & Associates
Hawaii
$265K +$35.6K +205 +15%
CPC
374
Cookson Peirce & Co
Pennsylvania
$264K +$64.7K +373 +31%
IC
375
IEQ Capital
California
$262K +$2.78K +16 +1%

AIZ Hedge Fund Activity: Q2 2024 in Review

517 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2024, worth a combined $8.17B — down 11% from $9.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AIZ positions and 49 closed out — a net gain of 16 holders — while 197 added to existing stakes and 186 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $77.5M. The largest seller was BlackRock, cutting an estimated $38.1M.

  • 517 institutional investors held Assurant (AIZ) as of Q2 2024, up from 510 in Q1 2024.
  • Funds reported $8.17B of Assurant stock for Q2 2024, down 11% quarter-over-quarter.
  • 65 funds opened new Assurant positions in Q2 2024 and 49 closed out, a net change of +16 holders.
  • The largest Assurant buyer in Q2 2024 was Nordea Investment Management, an estimated $77.5M added.
  • The largest Assurant seller in Q2 2024 was BlackRock, an estimated $38.1M sold.

Based on aggregated 13F filings for Q2 2024.