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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
RFG
476
REAP Financial Group
Texas
$5.67K +$867 +5 +17%
HNB
477
Huntington National Bank
Ohio
$5.32K -$347 -2 -6%
UB
478
UMB Bank
Missouri
$5.32K +$5.55K +32 New
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$4.99K
CFB
480
Cullen/Frost Bankers
Texas
$4.66K +$4.86K +28 New
EBA
481
Eagle Bay Advisors
New York
$4.49K
WIM
482
Westside Investment Management
California
$4.16K
MCM
483
MV Capital Management
Maryland
$3.99K
ADL
484
Asset Dedication LLC
California
$3.82K
MCM
485
Manchester Capital Management
Vermont
$3.82K
BIA
486
Bell Investment Advisors
California
$3.49K
CCM
487
Chilton Capital Management
Texas
$3.33K +$3.47K +20 New
CA
488
CoreCap Advisors
Michigan
$3.16K +$1.91K +11 +138%
IA
489
IFP Advisors
Florida
$2.83K
LC
490
Lindbrook Capital
California
$2.83K
SIC
491
SJS Investment Consulting
Ohio
$2.66K
PWMG
492
Private Wealth Management Group
New Jersey
$2.49K
FFA
493
Frazier Financial Advisors
Ohio
$2.33K -$6.07K -35 -71%
PA
494
Parallel Advisors
California
$2.33K -$867 -5 -26%
DPW
495
DiNuzzo Private Wealth
Pennsylvania
$2.16K +$347 +2 +18%
HFS
496
Hantz Financial Services
Michigan
$2K
S
497
Sachetta
Massachusetts
$1.94K -$867 -5 -31%
CPG
498
Cornerstone Planning Group
New Jersey
$1.69K +$347 +2 +25%
CT
499
Colonial Trust
South Carolina
$1.67K
CTC
500
Central Trust Company
Missouri
$1.66K

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.