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Assurant
AIZ

Overview Fund Activity

515 hedge funds and large institutions have $8.16B invested in Assurant in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 195 increasing their positions, 186 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+8
Holders Change %
+1.58%
% of All Funds
7.49%
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
195
Reduced
186
Closed
48
Calls
$8.86M
Puts
$4.51M
Net Calls
+$4.36M
Net Calls Change
+$16.8M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$75.2M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$42.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$40.4M
4
UBS AM
UBS AM
Illinois
+$27.8M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$19.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$36.5M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
-$30.8M
3
State Street
State Street
Massachusetts
-$28.3M
4
ATN
AMF Tjänstepension
Sweden
-$24M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
426
EverSource Wealth Advisors
Alabama
$48.3K -$11.7K -67 -20%
PFBT
427
Parkside Financial Bank & Trust
Missouri
$44.7K -$499 -3 -1%
JPWM
428
Jamison Private Wealth Management
Georgia
$41.9K -$9.15K -55 -18%
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$38.7K +$2.49K +15 +7%
SIM
430
Sentry Investment Management
Wisconsin
$37K -$7.57K -45 -17%
AAP
431
Arax Advisory Partners
Colorado
$34.4K +$27.6K +166 +405%
AGWCA
432
Annis Gardner Whiting Capital Advisors
Florida
$33.7K +$33.7K +203 New
RFS
433
Richardson Financial Services
Massachusetts
$33.4K +$12.8K +77 +62%
IC
434
Innealta Capital
Texas
$30.9K +$30.9K +186 New
RCM
435
Raleigh Capital Management
North Carolina
$30.4K +$5.48K +33 +22%
LWANC
436
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.1K – – –
CH
437
Cromwell Holdings
Wyoming
$26.6K +$26.6K +160 New
AF
438
Allworth Financial
California
$25.3K +$2.21K +13 +10%
HCP
439
Hexagon Capital Partners
Arkansas
$24.8K -$1.83K -11 -7%
RIL
440
Rothschild Investment LLC
Illinois
$24.1K +$24.1K +145 New
CFGS
441
Concourse Financial Group Securities
Alabama
$22.9K -$11.5K -69 -33%
ZB
442
Zions Bancorporation
Utah
$20.8K – – –
CWP
443
Concord Wealth Partners
Virginia
$20.8K – – –
RTC
444
Riverview Trust Company
Washington
$19.1K – – –
VWM
445
Venturi Wealth Management
Texas
$16.6K +$4.49K +27 +37%
ST
446
Smithfield Trust
Pennsylvania
$16K – – –
VCM
447
Versant Capital Management
Arizona
$13K +$8.31K +50 +179%
CFFP
448
Center for Financial Planning
Michigan
$12.5K – – –
BFEC
449
Benjamin F. Edwards & Company
Missouri
$12K -$811 -5 -6%
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$12K +$998 +6 +9%
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