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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
HWM
401
HB Wealth Management
Georgia
$202K +$185K +1,016 New
HH
402
Hilltop Holdings
Texas
$200K +$183K +1,007 New
IA
403
IFP Advisors
Florida
$190K +$171K +939 +5,524%
GRP
404
Global Retirement Partners
California
$182K +$78.9K +433 +90%
Capstone Investment Advisors
405
Capstone Investment Advisors
New York
$179K +$164K +901 New
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171K +$51.6K +283 +49%
US Bancorp
407
US Bancorp
Minnesota
$165K +$10.2K +56 +7%
HFM
408
Harvest Fund Management
China
$149K +$58.5K +321 +75%
HIA
409
Harbor Investment Advisory
Maryland
$144K
HI
410
Horizon Investments
North Carolina
$140K -$33.9K -186 -21%
CI Investments Inc
411
CI Investments Inc
Ontario, Canada
$135K +$26.4K +145 +27%
DZ Bank
412
DZ Bank
Germany
$134K +$123K +676 New
OWP
413
ORG Wealth Partners
Texas
$123K +$113K +621 New
QCG
414
Quadrant Capital Group
Ohio
$117K
AIP
415
Ameritas Investment Partners
Nebraska
$112K
CPBTD
416
Central Pacific Bank - Trust Division
Hawaii
$111K -$7.29K -40 -7%
BTI
417
Blue Trust Inc
Georgia
$109K +$55.4K +304 +86%
LI
418
LRI Investments
Florida
$104K +$79.4K +436 +890%
ACA
419
Atlas Capital Advisors
Wyoming
$99.8K
HGERS
420
Householder Group Estate & Retirement Specialist
Arizona
$98K
C
421
Covestor
United Kingdom
$95K +$28.4K +156 +48%
MG
422
Mather Group
Illinois
$91.5K -$24.4K -134 -23%
QC
423
Quent Capital
New York
$90.8K
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$85.1K +$35.5K +195 +84%
GWSG
425
GPS Wealth Strategies Group
Colorado
$84.3K +$182 +1 +0.2%

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.