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Assurant

421 hedge funds and large institutions have $8.22B invested in Assurant in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 128 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

476% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.77M

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

0% more funds holding

Funds holding: 419421 (+2)

0.32% more ownership

Funds ownership: 92.34%92.66% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $8.55B → $8.22B (-$333M)

17% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 155

Holders
421
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
128
Reduced
155
Closed
52
Calls
$10.2M
Puts
$1.77M
Net Calls
+$8.45M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
376
West Paces Advisors
Georgia
$9.66K -$6.34K -40 -39%
Loomis, Sayles & Company
377
Loomis, Sayles & Company
Massachusetts
$9K
SC
378
Seldon Capital
California
$9K +$8.72K +55 New
FCA
379
FinTrust Capital Advisors
South Carolina
$8K
Manulife (Manufacturers Life Insurance)
380
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.11K -$2.22M -13,968 -23%
Simplex Trading
381
Simplex Trading
Illinois
$7K -$7.93K -50 -50%
BWM
382
BerganKDV Wealth Management
Minnesota
$7K
CFGS
383
Concourse Financial Group Securities
Alabama
$7K +$952 +6 +17%
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$3.81K +24 +100%
C
385
Covestor
United Kingdom
$7K +$7.46K +47 New
PFBT
386
Parkside Financial Bank & Trust
Missouri
$6K
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$5K
PCG
388
Private Capital Group
Connecticut
$5K
VCM
389
Versant Capital Management
Arizona
$5K
PMFA
390
Plante Moran Financial Advisors
Michigan
$5K +$5.08K +32 New
RCM
391
Raleigh Capital Management
North Carolina
$5K +$5.08K +32 New
FHA
392
First Horizon Advisors
Tennessee
$4K -$3.81K -24 -50%
EARNEST Partners
393
EARNEST Partners
Georgia
$4K
PWMG
394
Prestige Wealth Management Group
New Jersey
$4K
EW
395
Evoke Wealth
California
$4K +$317 +2 +9%
CT
396
Cambridge Trust
Massachusetts
$4K +$3.81K +24 New
GWS
397
Glassman Wealth Services
Virginia
$3K
LC
398
Lindbrook Capital
California
$3K
APA
399
American Portfolios Advisors
New York
$2.96K
SWA
400
Sutton Wealth Advisors
Florida
$2.65K

AIZ Hedge Fund Activity: Q4 2021 in Review

421 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2021, worth a combined $8.22B — down 3.9% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AIZ positions and 52 closed out — a net gain of 8 holders — while 128 added to existing stakes and 155 trimmed.

The largest buyer was Millennium Management, adding an estimated $61.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $68.6M sold.

  • 421 institutional investors held Assurant (AIZ) as of Q4 2021, up from 419 in Q3 2021.
  • Funds reported $8.22B of Assurant stock for Q4 2021, down 3.9% quarter-over-quarter.
  • 60 funds opened new Assurant positions in Q4 2021 and 52 closed out, a net change of +8 holders.
  • The largest Assurant buyer in Q4 2021 was Millennium Management, an estimated $61.1M added.
  • The largest Assurant seller in Q4 2021 was Adage Capital Partners, an estimated $68.6M sold.

Based on aggregated 13F filings for Q4 2021.