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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
AC
376
AXQ Capital
New Jersey
$249K +$228K +1,253 New
HighTower Advisors
377
HighTower Advisors
Illinois
$247K -$164K -902 -42%
M&T Bank
378
M&T Bank
New York
$246K +$1.28K +7 +0.6%
WSFS
379
Wilmington Savings Fund Society
Delaware
$244K +$224K +1,227 New
VI
380
Vestcor Inc
New Brunswick, Canada
$244K
AFG
381
Atomi Financial Group
New York
$242K +$221K +1,215 New
PCA
382
Pallas Capital Advisors
Massachusetts
$240K +$224K +1,232 New
SCM
383
SOL Capital Management
Maryland
$239K +$219K +1,200 New
TFA
384
Tobias Financial Advisors
Florida
$239K +$219K +1,200 New
ET
385
Entropy Technologies
New York
$237K -$30.8K -169 -12%
RAM
386
Ramirez Asset Management
New York
$235K
PI
387
PineBridge Investments
New York
$234K -$4.63M -25,388 -96%
AAS
388
Ameritas Advisory Services
Nebraska
$234K +$214K +1,176 New
GT
389
Glenmede Trust
Pennsylvania
$229K +$210K +1,150 New
LSAG
390
Lake Street Advisors Group
New Hampshire
$228K +$208K +1,144 New
MAS
391
Meeder Advisory Services
Ohio
$226K +$207K +1,134 New
BAMF
392
BI Asset Management Fondsmaeglerselskab
Denmark
$221K -$4.19M -23,018 -95%
SHFA
393
SC&H Financial Advisors
Maryland
$221K +$202K +1,110 New
BFG
394
Berger Financial Group
Minnesota
$220K +$201K +1,105 New
RMDI
395
R.M. Davis Inc
Maine
$219K +$200K +1,100 New
GI
396
GAMMA Investing
California
$218K +$58.7K +322 +42%
DFCM
397
Dark Forest Capital Management
Puerto Rico
$208K +$191K +1,046 New
BA
398
Ballast Advisors
Minnesota
$207K +$190K +1,042 New
Capital Research Global Investors
399
Capital Research Global Investors
California
$207K +$190K +1,041 New
AA
400
AlphaCentric Advisors
Puerto Rico
$202K -$6.74K -37 -4%

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.