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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
RWMG
426
Redwood Wealth Management Group
New Jersey
$49.9K +$52K +300 New
FFA
427
Farther Finance Advisors
California
$48.4K +$33K +190 +190%
EWA
428
EverSource Wealth Advisors
Alabama
$48.3K -$11.6K -67 -20%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$44.7K -$520 -3 -1%
JPWM
430
Jamison Private Wealth Management
Georgia
$41.9K -$9.54K -55 -18%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$38.7K +$2.6K +15 +7%
SIM
432
Sentry Investment Management
Wisconsin
$37K -$7.81K -45 -17%
AAP
433
Arax Advisory Partners
Colorado
$34.4K +$28.8K +166 +405%
AGWCA
434
Annis Gardner Whiting Capital Advisors
Florida
$33.7K +$35.2K +203 New
RFS
435
Richardson Financial Services
Massachusetts
$33.4K +$13.4K +77 +62%
IC
436
Innealta Capital
Texas
$30.9K +$32.3K +186 New
RCM
437
Raleigh Capital Management
North Carolina
$30.4K +$5.72K +33 +22%
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.1K
CH
439
Cromwell Holdings
Wyoming
$26.6K +$27.8K +160 New
AF
440
Allworth Financial
California
$25.3K +$2.25K +13 +10%
HCP
441
Hexagon Capital Partners
Arkansas
$24.8K -$1.91K -11 -7%
RIL
442
Rothschild Investment LLC
Illinois
$24.1K +$25.2K +145 New
CFGS
443
Concourse Financial Group Securities
Alabama
$22.9K -$12K -69 -33%
CWP
444
Concord Wealth Partners
Virginia
$20.8K
ZB
445
Zions Bancorporation
Utah
$20.8K
RTC
446
Riverview Trust Company
Washington
$19.1K
VWM
447
Venturi Wealth Management
Texas
$16.6K +$4.68K +27 +37%
ST
448
Smithfield Trust
Pennsylvania
$16K
VCM
449
Versant Capital Management
Arizona
$13K +$8.67K +50 +179%
CFFP
450
Center for Financial Planning
Michigan
$12.5K

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.