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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
Simplex Trading
426
Simplex Trading
Illinois
$81K +$75.1K +412 New
CFM
427
Catalyst Funds Management
Australia
$79.5K -$36.4K -200 -33%
MCM
428
Manchester Capital Management
Vermont
$75K +$64.5K +354 +1,539%
IIM
429
Intact Investment Management
Quebec, Canada
$71.6K +$65.6K +360 New
Acadian Asset Management
430
Acadian Asset Management
Massachusetts
$67K -$158K -865 -72%
SPIA
431
Steward Partners Investment Advisory
New York
$65.1K -$17.7K -97 -23%
FFA
432
Farther Finance Advisors
California
$64.3K +$6.01K +33 +11%
CPA
433
Capital Performance Advisors
California
$56.1K +$51.4K +282 New
EWA
434
EverSource Wealth Advisors
Alabama
$55.7K +$729 +4 +1%
JPWM
435
Jamison Private Wealth Management
Georgia
$50.3K +$182 +1 +0.4%
PFBT
436
Parkside Financial Bank & Trust
Missouri
$48.1K -$4.92K -27 -10%
ABWM
437
Alpine Bank Wealth Management
Colorado
$48.1K +$44.1K +242 New
SIM
438
Sentry Investment Management
Wisconsin
$44K
AAP
439
Arax Advisory Partners
Colorado
$42K +$729 +4 +2%
BIG
440
Brooklyn Investment Group
New York
$41.6K +$38.1K +209 New
AGWCA
441
Annis Gardner Whiting Capital Advisors
Florida
$40.4K
HNB
442
Huntington National Bank
Ohio
$38.8K +$29.7K +163 +509%
LWANC
443
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K
RCM
444
Raleigh Capital Management
North Carolina
$34.4K -$1.82K -10 -5%
AF
445
Allworth Financial
California
$33.6K +$3.64K +20 +13%
RFS
446
Richardson Financial Services
Massachusetts
$33.4K
SOW
447
State of Wyoming
Wyoming
$32.4K -$101K -554 -77%
CH
448
Cromwell Holdings
Wyoming
$31.8K
HCP
449
Hexagon Capital Partners
Arkansas
$26.6K -$2.73K -15 -10%
CFGS
450
Concourse Financial Group Securities
Alabama
$26.1K -$1.28K -7 -5%

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.