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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
VIM
376
Vinva Investment Management
Australia
$254K +$11.8K +68 +5%
Envestnet Portfolio Solutions
377
Envestnet Portfolio Solutions
Illinois
$244K -$690K -3,977 -73%
CFP
378
Catalyst Financial Partners
Massachusetts
$244K +$10.2K +59 +4%
Swedbank
379
Swedbank
Sweden
$239K
AFCM
380
Applied Finance Capital Management
Puerto Rico
$236K +$247K +1,421 New
BMSSC
381
B. Metzler seel. Sohn & Co
Germany
$234K +$5.72K +33 +2%
VCG
382
Vantage Consulting Group
Virginia
$234K +$13.4K +77 +6%
FFM
383
Forum Financial Management
Illinois
$230K +$867 +5 +0.4%
TC
384
TownSquare Capital
Utah
$229K +$2.43K +14 +1%
ET
385
Entropy Technologies
New York
$227K +$236K +1,363 New
Kovitz Investment Group Partners
386
Kovitz Investment Group Partners
Illinois
$223K +$233K +1,343 New
MFG
387
Menard Financial Group
Texas
$223K +$232K +1,340 New
CWM
388
Calamos Wealth Management
Illinois
$215K -$50.7K -292 -18%
MHS
389
M Holdings Securities
Oregon
$215K +$224K +1,293 New
Grantham, Mayo, Van Otterloo & Co (GMO)
390
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$214K +$223K +1,287 New
CG
391
Caprock Group
Idaho
$207K +$216K +1,246 New
Lido Advisors
392
Lido Advisors
California
$205K +$867 +5 +0.4%
SWP
393
Stratos Wealth Partners
Ohio
$205K -$73.7K -425 -26%
M&T Bank
394
M&T Bank
New York
$204K -$11.1K -64 -5%
VI
395
Vestcor Inc
New Brunswick, Canada
$204K
Acadian Asset Management
396
Acadian Asset Management
Massachusetts
$199K +$150K +865 +257%
RAM
397
Ramirez Asset Management
New York
$196K
QL
398
Quarry LP
New York
$190K +$186K +1,075 +1,581%
UFF
399
USA Financial Formulas
Michigan
$177K -$1.26M -7,262 -87%
AA
400
AlphaCentric Advisors
Puerto Rico
$175K +$90.4K +521 +98%

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.