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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
BGAI
476
Bruce G. Allen Investments
Colorado
$8.15K -$182 -1 -2%
GKIM
477
GW&K Investment Management
Massachusetts
$8K -$364 -2 -5%
FFO
478
Fortitude Family Office
Arizona
$7.95K
BWP
479
Baldwin Wealth Partners
Massachusetts
$7.95K +$7.29K +40 New
PTC
480
Private Trust Company
Ohio
$7.36K -$547 -3 -8%
SFCL
481
Strengthening Families & Communities LLC
Massachusetts
$7.31K -$3.28K -18 -33%
PA
482
Parallel Advisors
California
$7.16K +$4.01K +22 +157%
CA
483
Crewe Advisors
Utah
$6.96K
CA
484
CoreCap Advisors
Michigan
$6.96K +$2.92K +16 +84%
SWA
485
SOA Wealth Advisors
New York
$6.85K
VCM
486
Versant Capital Management
Arizona
$6.56K -$8.2K -45 -58%
TPCW
487
TD Private Client Wealth
New York
$6.36K -$547 -3 -9%
UB
488
UMB Bank
Missouri
$6.36K
RFG
489
REAP Financial Group
Texas
$6.2K -$547 -3 -9%
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$5.97K
AWM
491
Avior Wealth Management
Nebraska
$5.96K +$4.56K +25 +500%
CFB
492
Cullen/Frost Bankers
Texas
$5.59K
WIM
493
Westside Investment Management
California
$4.97K
MCM
494
MV Capital Management
Maryland
$4.77K
CCM
495
Chilton Capital Management
Texas
$3.98K
LWCFA
496
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.9K +$3.64K +20 New
ATS
497
Ashton Thomas Securities
New York
$3.58K +$3.28K +18 New
BIA
498
Bell Investment Advisors
California
$3.38K -$729 -4 -19%
LC
499
Lindbrook Capital
California
$3.38K
GBT
500
Grove Bank & Trust
Florida
$3.38K +$3.1K +17 New

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.