We are live on ! Find out more
AIZ icon

Assurant

408 hedge funds and large institutions have $8.88B invested in Assurant in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 143 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $5.79M

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $8.15B → $8.88B (+$730M)

2% more funds holding

Funds holding: 401408 (+7)

1% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.02% less ownership

Funds ownership: 95.1%94.07% (-1%)

Holders
408
Holders Change
+7
Holders Change %
+1.75%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
144
Reduced
143
Closed
39
Calls
$19.1M
Puts
$5.79M
Net Calls
+$13.3M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$69.7M +$4.76M +30,476 +7%
Public Sector Pension Investment Board (PSP Investments)
27
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$69.6M +$4.41M +28,210 +7%
Charles Schwab
28
Charles Schwab
California
$64.4M +$4.21M +26,930 +7%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$58M -$2.1M -13,467 -3%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$57.2M -$6.78M -43,396 -11%
CCM
31
Causeway Capital Management
California
$52.3M +$52.3M +334,823 New
Deutsche Bank
32
Deutsche Bank
Germany
$51.1M +$1.06M +6,794 +2%
Brown Advisory
33
Brown Advisory
Maryland
$47.3M -$558K -3,573 -1%
UBS AM
34
UBS AM
Illinois
$44.9M +$1.64M +10,472 +4%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$41.3M -$4.97M -31,835 -11%
PPA
36
Parametric Portfolio Associates
Washington
$36.9M +$1.69M +10,823 +5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$36.9M +$1.6M +10,237 +5%
WCM
38
Wedge Capital Management
North Carolina
$36.2M -$3.98M -25,454 -10%
Morgan Stanley
39
Morgan Stanley
New York
$35.2M +$2.67M +17,078 +8%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$32.6M +$4.32M +27,687 +15%
CRM
41
Cramer Rosenthal McGlynn
Connecticut
$31.9M -$520K -3,327 -2%
N
42
Nuveen
North Carolina
$31.8M -$3.25M -20,785 -9%
NLGIA
43
Nippon Life Global Investors Americas
New York
$28.3M +$464K +2,970 +2%
MPIA
44
Mountain Pacific Investment Advisers
Idaho
$27.5M +$1.02M +6,511 +4%
Wells Fargo
45
Wells Fargo
California
$25.9M +$8.5M +54,430 +49%
Amundi
46
Amundi
France
$25.1M +$25.1M +160,516 New
GC
47
Guggenheim Capital
Illinois
$24.9M -$872K -5,584 -3%
Barclays
48
Barclays
United Kingdom
$22.8M +$4.69M +30,013 +26%
VWM
49
Valley Wealth Managers
New Jersey
$20.5M -$1.02M -6,522 -5%
Macquarie Group
50
Macquarie Group
Australia
$20.4M +$345K +2,210 +2%

AIZ Hedge Fund Activity: Q2 2021 in Review

408 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2021, worth a combined $8.88B — up 9% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AIZ positions and 39 closed out — a net gain of 9 holders — while 144 added to existing stakes and 143 trimmed.

The largest buyer was Vanguard Group, adding an estimated $54.8M. The largest seller was Wellington Management Group, cutting an estimated $77.8M.

  • 408 institutional investors held Assurant (AIZ) as of Q2 2021, up from 401 in Q1 2021.
  • Funds reported $8.88B of Assurant stock for Q2 2021, up 9% quarter-over-quarter.
  • 48 funds opened new Assurant positions in Q2 2021 and 39 closed out, a net change of +9 holders.
  • The largest Assurant buyer in Q2 2021 was Vanguard Group, an estimated $54.8M added.
  • The largest Assurant seller in Q2 2021 was Wellington Management Group, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2021.