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Assurant

452 hedge funds and large institutions have $8.76B invested in Assurant in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 160 increasing their positions, 152 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $6.03M

79% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 427452 (+25)

5.35% more ownership

Funds ownership: 88.42%93.77% (+5.4%)

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 152

5% less capital invested

Capital invested by funds: $9.25B → $8.76B (-$495M)

Holders
452
Holders Change
+25
Holders Change %
+5.85%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
70
Increased
160
Reduced
152
Closed
39
Calls
$12.5M
Puts
$6.03M
Net Calls
+$6.45M
Net Calls Change
-$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$58.5M +$21.1M +116,613 +53%
Deutsche Bank
27
Deutsche Bank
Germany
$55.6M -$7.46M -41,191 -11%
UBS AM
28
UBS AM
Illinois
$54.3M +$6.48M +35,772 +13%
Public Sector Pension Investment Board (PSP Investments)
29
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$49.4M -$501K -2,768 -1%
Swiss National Bank
30
Swiss National Bank
Switzerland
$41.4M -$1.36M -7,500 -3%
AIM
31
Artemis Investment Management
United Kingdom
$40.1M +$41.9M +231,574 New
AQR Capital Management
32
AQR Capital Management
Connecticut
$37.3M -$27.7M -152,984 -41%
Brown Advisory
33
Brown Advisory
Maryland
$33.2M -$988K -5,456 -3%
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$32.9M +$9.08M +50,159 +36%
MPIA
35
Mountain Pacific Investment Advisers
Idaho
$31.6M -$31K -171 -0.1%
N
36
Nuveen
North Carolina
$27.9M -$1.58M -8,743 -5%
GC
37
Gillson Capital
Illinois
$25.2M +$26.4M +145,934 New
NLGIA
38
Nippon Life Global Investors Americas
New York
$25.2M -$1.22M -6,750 -4%
Calamos Advisors
39
Calamos Advisors
Illinois
$23.9M +$533K +2,942 +2%
OFCM
40
One Fin Capital Management
California
$23.6M
William Blair & Company
41
William Blair & Company
Illinois
$23.3M +$22M +121,220 +878%
APG Asset Management
42
APG Asset Management
Netherlands
$23.1M +$145K +800 +0.6%
CS
43
Credit Suisse
Switzerland
$22M -$140K -771 -0.6%
Goldman Sachs
44
Goldman Sachs
New York
$21.4M -$2.78M -15,348 -11%
T
45
TOBAM
France
$21.3M -$9.22M -50,886 -29%
WCM
46
Wedge Capital Management
North Carolina
$20.7M -$3.33M -18,361 -13%
JP Morgan Chase
47
JP Morgan Chase
New York
$20.5M +$119K +659 +0.6%
PAM
48
Panagora Asset Management
Massachusetts
$20.1M +$20M +110,480 +1,840%
Lazard Asset Management
49
Lazard Asset Management
New York
$20.1M +$12.9M +71,140 +157%
VWM
50
Valley Wealth Managers
New Jersey
$19.9M -$953K -5,261 -4%

AIZ Hedge Fund Activity: Q2 2022 in Review

452 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2022, worth a combined $8.76B — down 5.4% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AIZ positions and 39 closed out — a net gain of 31 holders — while 160 added to existing stakes and 152 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $69.1M. The largest seller was Wellington Management Group, cutting an estimated $180M.

  • 452 institutional investors held Assurant (AIZ) as of Q2 2022, up from 427 in Q1 2022.
  • Funds reported $8.76B of Assurant stock for Q2 2022, down 5.4% quarter-over-quarter.
  • 70 funds opened new Assurant positions in Q2 2022 and 39 closed out, a net change of +31 holders.
  • The largest Assurant buyer in Q2 2022 was Neuberger Berman Group, an estimated $69.1M added.
  • The largest Assurant seller in Q2 2022 was Wellington Management Group, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2022.