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Assurant

408 hedge funds and large institutions have $8.88B invested in Assurant in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 143 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $5.79M

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $8.15B → $8.88B (+$730M)

2% more funds holding

Funds holding: 401408 (+7)

1% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.02% less ownership

Funds ownership: 95.1%94.07% (-1%)

Holders
408
Holders Change
+7
Holders Change %
+1.75%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
144
Reduced
143
Closed
39
Calls
$19.1M
Puts
$5.79M
Net Calls
+$13.3M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
376
West Paces Advisors
Georgia
$6.25K
PFBT
377
Parkside Financial Bank & Trust
Missouri
$6K
VCM
378
Versant Capital Management
Arizona
$5K -$156 -1 -3%
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$5K
SFSIG
380
San Francisco Sentry Investment Group
California
$5K
FHA
381
First Horizon Advisors
Tennessee
$5K +$5.78K +37 New
Nisa Investment Advisors
382
Nisa Investment Advisors
Missouri
$4.14K -$531K -3,400 -11%
EW
383
Evoke Wealth
California
$4K -$469 -3 -12%
EARNEST Partners
384
EARNEST Partners
Georgia
$4K
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$4K
PWMG
386
Prestige Wealth Management Group
New Jersey
$4K
ZB
387
Zions Bancorporation
Utah
$4K
SB
388
Strategic Blueprint
Georgia
$4K +$3.9K +25 New
EI
389
Ellevest Inc
New York
$3K -$3.59K -23 -52%
FHC
390
First Horizon Corporation
Tennessee
$3K
GWS
391
Glassman Wealth Services
Virginia
$3K
LC
392
Lindbrook Capital
California
$3K
PCG
393
Private Capital Group
Connecticut
$3K
RA
394
Resolute Advisors
California
$3K
CFGS
395
Concourse Financial Group Securities
Alabama
$3K +$312 +2 +12%
APA
396
American Portfolios Advisors
New York
$2.97K
AIG
397
American International Group
New York
$2.88K +$100K +640 +4%
SWA
398
Sutton Wealth Advisors
Florida
$2.65K
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$2K -$3.12K -20 -63%
BWM
400
Baystate Wealth Management
Massachusetts
$2K

AIZ Hedge Fund Activity: Q2 2021 in Review

408 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2021, worth a combined $8.88B — up 9% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AIZ positions and 39 closed out — a net gain of 9 holders — while 144 added to existing stakes and 143 trimmed.

The largest buyer was Vanguard Group, adding an estimated $54.8M. The largest seller was Wellington Management Group, cutting an estimated $77.8M.

  • 408 institutional investors held Assurant (AIZ) as of Q2 2021, up from 401 in Q1 2021.
  • Funds reported $8.88B of Assurant stock for Q2 2021, up 9% quarter-over-quarter.
  • 48 funds opened new Assurant positions in Q2 2021 and 39 closed out, a net change of +9 holders.
  • The largest Assurant buyer in Q2 2021 was Vanguard Group, an estimated $54.8M added.
  • The largest Assurant seller in Q2 2021 was Wellington Management Group, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2021.