We are live on ! Find out more
AIZ icon

Assurant

522 hedge funds and large institutions have $9.71B invested in Assurant in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 168 increasing their positions, 201 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $7.74M | Put options by funds: $6.05M

19% more capital invested

Capital invested by funds: $8.17B → $9.71B (+$1.54B)

13% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 63

1% more funds holding

Funds holding: 517522 (+5)

0.21% more ownership

Funds ownership: 94.54%94.75% (+0.21%)

16% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 201

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
522
Holders Change
+5
Holders Change %
+0.97%
% of All Funds
7.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
168
Reduced
201
Closed
63
Calls
$7.74M
Puts
$6.05M
Net Calls
+$1.69M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
351
Vinva Investment Management
Australia
$325K +$18.8K +103 +7%
CG
352
Caprock Group
Idaho
$323K +$68.5K +376 +30%
CCM
353
Coldstream Capital Management
Washington
$321K -$5.65K -31 -2%
FTWA
354
Fifth Third Wealth Advisors
Ohio
$320K -$121K -663 -29%
GS
355
GTS Securities
New York
$319K +$292K +1,602 New
FC
356
Forte Capital
New York
$318K -$27.3K -150 -9%
CMBA
357
C.M. Bidwell & Associates
Hawaii
$308K -$8.2K -45 -3%
KRSITF
358
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$305K -$26.2K -144 -9%
Walleye Trading
359
Walleye Trading
New York
$303K -$36.6K -201 -12%
NWAG
360
Net Worth Advisory Group
Utah
$302K +$277K +1,520 New
TC
361
TownSquare Capital
Utah
$300K +$23.7K +130 +9%
Arrowstreet Capital
362
Arrowstreet Capital
Massachusetts
$296K -$4.6M -25,224 -94%
PAS
363
Point72 Asia (Singapore)
Singapore
$287K +$263K +1,445 New
CFP
364
Catalyst Financial Partners
Massachusetts
$287K -$4.37K -24 -2%
Swedbank
365
Swedbank
Sweden
$286K
MFG
366
Menard Financial Group
Texas
$285K +$17.1K +94 +7%
CIP
367
Cornerstone Investment Partners
Georgia
$284K -$153K -837 -37%
BMSSC
368
B. Metzler seel. Sohn & Co
Germany
$280K
SEC
369
Seven Eight Capital
New York
$278K +$255K +1,398 New
Squarepoint
370
Squarepoint
New York
$277K -$3.33M -18,296 -93%
FFM
371
Forum Financial Management
Illinois
$275K -$182 -1 -0.1%
AIM
372
Aigen Investment Management
New York
$261K +$239K +1,313 New
CWM
373
Calamos Wealth Management
Illinois
$253K -$4.01K -22 -2%
ETC
374
Exchange Traded Concepts
Oklahoma
$251K -$435K -2,389 -65%
AFCM
375
Applied Finance Capital Management
Puerto Rico
$250K -$29.7K -163 -11%

AIZ Hedge Fund Activity: Q3 2024 in Review

522 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2024, worth a combined $9.71B — up 19% from $8.17B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AIZ positions and 63 closed out — a net gain of 8 holders — while 168 added to existing stakes and 201 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $55.7M. The largest seller was Prudential Financial, cutting an estimated $31.2M.

  • 522 institutional investors held Assurant (AIZ) as of Q3 2024, up from 517 in Q2 2024.
  • Funds reported $9.71B of Assurant stock for Q3 2024, up 19% quarter-over-quarter.
  • 71 funds opened new Assurant positions in Q3 2024 and 63 closed out, a net change of +8 holders.
  • The largest Assurant buyer in Q3 2024 was Bank of New York Mellon, an estimated $55.7M added.
  • The largest Assurant seller in Q3 2024 was Prudential Financial, an estimated $31.2M sold.

Based on aggregated 13F filings for Q3 2024.