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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
BFEC
451
Benjamin F. Edwards & Company
Missouri
$12K -$867 -5 -6%
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$12K +$1.04K +6 +9%
BEI
453
Benjamin Edwards Inc
Missouri
$11K +$1.39K +8 +14%
WPA
454
West Paces Advisors
Georgia
$10.3K
AssetMark Inc
455
AssetMark Inc
California
$10.1K +$8.5K +49 +408%
CTC
456
Cetera Trust Company
Minnesota
$9.97K
CA
457
Continuum Advisory
Idaho
$9.14K +$173 +1 +2%
SFCL
458
Strengthening Families & Communities LLC
Massachusetts
$9K +$3.3K +19 +53%
JWA
459
JFS Wealth Advisors
Pennsylvania
$8.81K
FHA
460
First Horizon Advisors
Tennessee
$8.81K -$99.8K -575 -92%
HI
461
Harbour Investments
Wisconsin
$8.48K +$520 +3 +6%
LI
462
LRI Investments
Florida
$8.19K +$8.5K +49 New
Jones Financial Companies
463
Jones Financial Companies
Missouri
$7.81K +$8.15K +47 New
CAL
464
Capital Advisors Ltd
Ohio
$7K +$347 +2 +5%
GKIM
465
GW&K Investment Management
Massachusetts
$7K +$520 +3 +8%
BGAI
466
Bruce G. Allen Investments
Colorado
$6.98K -$1.39K -8 -16%
SAM
467
Smartleaf Asset Management
Massachusetts
$6.86K +$2.78K +16 +64%
PWMG
468
Prestige Wealth Management Group
New Jersey
$6.82K -$1.39K -8 -16%
PTC
469
Private Trust Company
Ohio
$6.65K -$173 -1 -2%
FFO
470
Fortitude Family Office
Arizona
$6.65K
HT
471
Headlands Technologies
Illinois
$6.48K +$6.77K +39 New
FCG
472
Financial Connections Group
California
$6K
TPCW
473
TD Private Client Wealth
New York
$5.82K -$5.38K -31 -47%
CA
474
Crewe Advisors
Utah
$5.82K
SWA
475
SOA Wealth Advisors
New York
$5.72K -$3.47K -20 -37%

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.