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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
JSAM
501
J. Safra Asset Management
New York
$1.66K +$1.74K +10 New
BBHC
502
Brown Brothers Harriman & Co
New York
$998 -$10.9K -63 -91%
MA
503
MCF Advisors
Kentucky
$998
RAM
504
Riggs Asset Management
Pennsylvania
$998
TCA
505
Trifecta Capital Advisors
Illinois
$998
ATPW
506
Ashton Thomas Private Wealth
Arizona
$998 +$1.04K +6 New
PO
507
Private Ocean
California
$998 +$1.04K +6 New
AWM
508
Avior Wealth Management
Nebraska
$831 -$520 -3 -38%
AF
509
Advisornet Financial
Minnesota
$831
Kayne Anderson Rudnick Investment Management
510
Kayne Anderson Rudnick Investment Management
California
$831
DF
511
Dunhill Financial
United Kingdom
$678
SWM
512
Spire Wealth Management
Virginia
$665
CAM
513
ClariVest Asset Management
California
$502
WWP
514
WR Wealth Planners
Missouri
$333
LFG
515
Larson Financial Group
Missouri
$333 +$173 +1 +100%
TFM
516
TFC Financial Management
Massachusetts
$167
YDMI
517
Y.D. More Investments
Israel
$16 +$6.25K +36 New
GT
518
Glenmede Trust
Pennsylvania
-$4.55M -24,158 Closed
Capital Fund Management (CFM)
519
Capital Fund Management (CFM)
France
-$3.91M -20,761 Closed
WAM
520
Wakefield Asset Management
Colorado
-$3.84M -20,381 Closed
AIG
521
American International Group
New York
-$2.56M -13,592 Closed
AP
522
Advisors Preferred
Maryland
-$2.47M -13,208 Closed
EP
523
Edgestream Partners
New Jersey
-$2.32M -12,322 Closed
MA
524
Montag & Associates
Georgia
-$2.12M -11,283 Closed
LIP
525
Lighthouse Investment Partners
Florida
-$2.06M -10,922 Closed

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.