We are live on ! Find out more
AIZ icon

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
HI
401
Hudock Inc
Pennsylvania
$12K
CFGS
402
Concourse Financial Group Securities
Alabama
$12K +$1.27K +7 +11%
BFEC
403
Benjamin F. Edwards & Company
Missouri
$11K
JWA
404
JFS Wealth Advisors
Pennsylvania
$11K +$4.71K +26 +65%
WPA
405
West Paces Advisors
Georgia
$10.7K
SC
406
Seldon Capital
California
$10K
ZB
407
Zions Bancorporation
Utah
$10K
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$1.81K +10 +21%
HNB
409
Huntington National Bank
Ohio
$9K +$6.52K +36 +257%
AWM
410
Atticus Wealth Management
Florida
$8K
BWM
411
BerganKDV Wealth Management
Minnesota
$8K
BBHC
412
Brown Brothers Harriman & Co
New York
$8K
FCA
413
FinTrust Capital Advisors
South Carolina
$7K
PWMG
414
Prestige Wealth Management Group
New Jersey
$7K +$3.44K +19 +83%
JFGIW
415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$7.24K +40 New
SC
416
Schubert & Co
Texas
$6K +$4.35K +24 +185%
EARNEST Partners
417
EARNEST Partners
Georgia
$5K
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$5K
VCM
419
Versant Capital Management
Arizona
$5K
RCM
420
Raleigh Capital Management
North Carolina
$5K +$181 +1 +3%
AAP
421
Arax Advisory Partners
Colorado
$5K +$5.25K +29 New
SFG
422
Steward Financial Group
Texas
$5K +$5.43K +30 New
Bank of Montreal
423
Bank of Montreal
Ontario, Canada
$4.59K -$2.94M -16,226 -38%
APA
424
American Portfolios Advisors
New York
$4.32K
EW
425
Evoke Wealth
California
$4K

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.