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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
TWD
451
True Wealth Design
Ohio
$25.1K +$23K +126 New
CWP
452
Concord Wealth Partners
Virginia
$24.9K
ZB
453
Zions Bancorporation
Utah
$24.9K
GWM
454
Geneos Wealth Management
Colorado
$23.5K +$21.5K +118 New
RTC
455
Riverview Trust Company
Washington
$22.9K
RS
456
Rakuten Securities
Japan
$19.9K +$18.2K +100 New
VWM
457
Venturi Wealth Management
Texas
$19.1K -$729 -4 -4%
ST
458
Smithfield Trust
Pennsylvania
$19K
JSAM
459
J. Safra Asset Management
New York
$18.8K +$15.3K +84 +840%
HWM
460
Hemington Wealth Management
Virginia
$18K +$17.9K +98 New
Kayne Anderson Rudnick Investment Management
461
Kayne Anderson Rudnick Investment Management
California
$16.7K +$14.4K +79 +1,580%
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$16.1K +$1.64K +9 +13%
CFFP
463
Center for Financial Planning
Michigan
$14.9K
WPA
464
West Paces Advisors
Georgia
$12.3K
CTC
465
Cetera Trust Company
Minnesota
$11.9K
SAM
466
Smartleaf Asset Management
Massachusetts
$11.8K +$3.28K +18 +44%
HI
467
Harbour Investments
Wisconsin
$11.3K +$1.09K +6 +12%
JWA
468
JFS Wealth Advisors
Pennsylvania
$10.9K +$364 +2 +4%
FHA
469
First Horizon Advisors
Tennessee
$10.5K
AssetMark Inc
470
AssetMark Inc
California
$10.1K -$1.82K -10 -16%
CA
471
Continuum Advisory
Idaho
$10.1K -$1.46K -8 -15%
HBW
472
Hazlett, Burt & Watson
West Virginia
$10K +$9.11K +50 New
Jones Financial Companies
473
Jones Financial Companies
Missouri
$9.38K
CAL
474
Capital Advisors Ltd
Ohio
$9K
PWMG
475
Prestige Wealth Management Group
New Jersey
$8.15K

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.