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
FHA
426
First Horizon Advisors
Tennessee
$4K
GWS
427
Glassman Wealth Services
Virginia
$4K +$543 +3 +14%
LC
428
Lindbrook Capital
California
$4K +$724 +4 +24%
MF
429
Magnetar Financial
Illinois
$3.73K +$3.91M +21,589 New
DI
430
Disciplined Investments
Oklahoma
$3K +$724 +4 +33%
BIA
431
Bell Investment Advisors
California
$3K +$2.9K +16 New
SWA
432
Sutton Wealth Advisors
Florida
$2.94K
PCG
433
Private Capital Group
Connecticut
$2K -$3.44K -19 -66%
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$2K -$1.27K -7 -44%
AF
435
Advisornet Financial
Minnesota
$2K
BWM
436
Baystate Wealth Management
Massachusetts
$2K
EI
437
Ellevest Inc
New York
$2K
HFS
438
Hantz Financial Services
Michigan
$2K +$2.17K +12 New
BPC
439
Banque Pictet & Cie
Switzerland
$1.54K -$304K -1,681 -16%
ACA
440
Atlas Capital Advisors
Wyoming
$1.21K
GKIM
441
GW&K Investment Management
Massachusetts
$1K -$1.63K -9 -60%
MA
442
MCF Advisors
Kentucky
$1K
MCM
443
Manchester Capital Management
Vermont
$1K +$362 +2 +40%
CA
444
CoreCap Advisors
Michigan
$1K +$543 +3 New
GRP
445
Global Retirement Partners
California
$1K +$543 +3 +100%
SWM
446
Spire Wealth Management
Virginia
$1K +$543 +3 New
SBL
447
Sargent Bickham Lagudis
Colorado
$1K +$724 +4 New
HI
448
Harbour Investments
Wisconsin
$1K +$906 +5 New
WIM
449
Westside Investment Management
California
$4
Jacobs Levy Equity Management
450
Jacobs Levy Equity Management
New Jersey
-$9.16M -50,356 Closed

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.