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Assurant

452 hedge funds and large institutions have $8.76B invested in Assurant in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 160 increasing their positions, 152 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $6.03M

79% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 427452 (+25)

5.35% more ownership

Funds ownership: 88.42%93.77% (+5.4%)

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 152

5% less capital invested

Capital invested by funds: $9.25B → $8.76B (-$495M)

Holders
452
Holders Change
+25
Holders Change %
+5.85%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
70
Increased
160
Reduced
152
Closed
39
Calls
$12.5M
Puts
$6.03M
Net Calls
+$6.45M
Net Calls Change
-$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
376
Acadian Asset Management
Massachusetts
$58K
UB
377
UMB Bank
Missouri
$52K +$54.5K +301 New
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$48K +$23.2K +128 +85%
PFBT
379
Parkside Financial Bank & Trust
Missouri
$40K +$10.5K +58 +33%
PA
380
Parallel Advisors
California
$37K +$543 +3 +1%
CTC
381
Central Trust Company
Missouri
$35K
VVP
382
Venture Visionary Partners
Ohio
$34.6K +$36.2K +200 New
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$33K -$4.91M -27,095 -99%
LWANC
384
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K
BTI
385
Blue Trust Inc
Georgia
$31K +$30.8K +170 New
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$30K +$10.5K +58 +51%
DCM
387
Dupont Capital Management
Delaware
$28K -$44.6K -246 -60%
GLLW
388
Graves Light Lenhart Wealth
Virginia
$28K
CI
389
CX Institutional
Indiana
$28K +$29.5K +163 New
IA
390
IFP Advisors
Florida
$25K
CWP
391
Concord Wealth Partners
Virginia
$25K +$181 +1 +0.7%
PTC
392
Private Trust Company
Ohio
$23K +$23.7K +131 New
AF
393
Allworth Financial
California
$21K
HFS
394
Heritage Financial Services
Massachusetts
$21K +$22.6K +125 New
SSG
395
Summit Securities Group
New York
$19K +$15.9K +88 +367%
TPCW
396
TD Private Client Wealth
New York
$18K -$5.61K -31 -23%
TWA
397
TCI Wealth Advisors
Arizona
$17K -$543 -3 -3%
SWA
398
SOA Wealth Advisors
New York
$15K -$123K -679 -89%
C
399
Covestor
United Kingdom
$14K -$32.8K -181 -70%
Loomis, Sayles & Company
400
Loomis, Sayles & Company
Massachusetts
$13K +$1.81K +10 +15%

AIZ Hedge Fund Activity: Q2 2022 in Review

452 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2022, worth a combined $8.76B — down 5.4% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AIZ positions and 39 closed out — a net gain of 31 holders — while 160 added to existing stakes and 152 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $69.1M. The largest seller was Wellington Management Group, cutting an estimated $180M.

  • 452 institutional investors held Assurant (AIZ) as of Q2 2022, up from 427 in Q1 2022.
  • Funds reported $8.76B of Assurant stock for Q2 2022, down 5.4% quarter-over-quarter.
  • 70 funds opened new Assurant positions in Q2 2022 and 39 closed out, a net change of +31 holders.
  • The largest Assurant buyer in Q2 2022 was Neuberger Berman Group, an estimated $69.1M added.
  • The largest Assurant seller in Q2 2022 was Wellington Management Group, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2022.