We are live on ! Find out more
AIZ icon

Assurant

421 hedge funds and large institutions have $8.22B invested in Assurant in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 128 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

476% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.77M

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

0% more funds holding

Funds holding: 419421 (+2)

0.32% more ownership

Funds ownership: 92.34%92.66% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $8.55B → $8.22B (-$333M)

17% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 155

Holders
421
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
128
Reduced
155
Closed
52
Calls
$10.2M
Puts
$1.77M
Net Calls
+$8.45M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$63.8M -$302K -1,907 -0.5%
Millennium Management
27
Millennium Management
New York
$63.3M +$61.1M +385,318 +1,848%
TD Asset Management
28
TD Asset Management
Ontario, Canada
$62.2M +$30.7M +193,589 +94%
Deutsche Bank
29
Deutsche Bank
Germany
$61M +$10.2M +64,100 +20%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$54.9M +$3.79M +23,881 +7%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.3M -$24.7M -155,410 -35%
UBS AM
32
UBS AM
Illinois
$42.7M +$4.33M +27,317 +11%
PPA
33
Parametric Portfolio Associates
Washington
$37.4M -$198K -1,247 -0.5%
Morgan Stanley
34
Morgan Stanley
New York
$35.1M +$6.12M +38,555 +21%
Swiss National Bank
35
Swiss National Bank
Switzerland
$34.9M -$2.51M -15,800 -7%
Brown Advisory
36
Brown Advisory
Maryland
$30M -$6.13M -38,640 -17%
MPIA
37
Mountain Pacific Investment Advisers
Idaho
$27.7M +$178K +1,124 +0.6%
WCM
38
Wedge Capital Management
North Carolina
$27.4M -$1.77M -11,174 -6%
NLGIA
39
Nippon Life Global Investors Americas
New York
$27.3M +$424K +2,670 +2%
N
40
Nuveen
North Carolina
$27.3M -$2.68M -16,875 -9%
Amundi
41
Amundi
France
$23.6M +$86K +542 +0.4%
Barclays
42
Barclays
United Kingdom
$22.4M -$3.4M -21,465 -13%
OFCM
43
One Fin Capital Management
California
$21.3M +$1.27M +8,000 +6%
GC
44
Guggenheim Capital
Illinois
$21.1M -$1.53M -9,655 -7%
VWM
45
Valley Wealth Managers
New Jersey
$19.5M -$428K -2,696 -2%
Macquarie Group
46
Macquarie Group
Australia
$19.5M -$749K -4,722 -4%
APG Asset Management
47
APG Asset Management
Netherlands
$19.1M -$286K -1,800 -1%
Calamos Advisors
48
Calamos Advisors
Illinois
$18.9M +$545K +3,437 +3%
Goldman Sachs
49
Goldman Sachs
New York
$17.8M -$3.74M -23,575 -17%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$16.1M -$95.8K -604 -0.6%

AIZ Hedge Fund Activity: Q4 2021 in Review

421 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2021, worth a combined $8.22B — down 3.9% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AIZ positions and 52 closed out — a net gain of 8 holders — while 128 added to existing stakes and 155 trimmed.

The largest buyer was Millennium Management, adding an estimated $61.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $68.6M sold.

  • 421 institutional investors held Assurant (AIZ) as of Q4 2021, up from 419 in Q3 2021.
  • Funds reported $8.22B of Assurant stock for Q4 2021, down 3.9% quarter-over-quarter.
  • 60 funds opened new Assurant positions in Q4 2021 and 52 closed out, a net change of +8 holders.
  • The largest Assurant buyer in Q4 2021 was Millennium Management, an estimated $61.1M added.
  • The largest Assurant seller in Q4 2021 was Adage Capital Partners, an estimated $68.6M sold.

Based on aggregated 13F filings for Q4 2021.