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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
TPSF
526
Texas Permanent School Fund
Texas
-$2.02M -10,736 Closed
DCM
527
Dean Capital Management
Kansas
-$1.86M -9,882 Closed
KWM
528
Kingsview Wealth Management
Oregon
-$1.78M -9,445 Closed
YIH
529
Y-Intercept (HK)
Hong Kong
-$1.52M -8,070 Closed
RIM
530
Redwood Investment Management
Arizona
-$1.51M -8,036 Closed
UIM
531
USS Investment Management
United Kingdom
-$1.26M -6,700 Closed
GM
532
GeoWealth Management
Illinois
-$1.06M -5,642 Closed
SC
533
SRB Corp
Massachusetts
-$735K -3,905 Closed
Capstone Investment Advisors
534
Capstone Investment Advisors
New York
-$714K -3,794 Closed
QWM
535
Quadcap Wealth Management
Texas
-$564K -2,993 Closed
DA
536
Duality Advisers
Florida
-$558K -2,964 Closed
OC
537
Oppenheimer & Co
New York
-$546K -2,900 Closed
AWS
538
Atria Wealth Solutions
New York
-$501K -2,663 Closed
TCM
539
Teza Capital Management
Illinois
-$451K -2,397 Closed
MLICM
540
Metropolitan Life Insurance Company (MetLife)
New York
-$394K -2,094 Closed
YC
541
Yarbrough Capital
Tennessee
-$368K -1,956 Closed
BBA
542
Baader Bank Aktiengesellschaft
Germany
-$329K -1,750 Closed
RMDI
543
R.M. Davis Inc
Maine
-$281K -1,495 Closed
AIM
544
Allen Investment Management
New York
-$276K -1,467 Closed
AFG
545
Atomi Financial Group
New York
-$262K -1,391 Closed
Cambridge Investment Research Advisors
546
Cambridge Investment Research Advisors
Iowa
-$246K -1,305 Closed
BPC
547
Banque Pictet & Cie
Switzerland
-$236K -1,254 Closed
SCM
548
SOL Capital Management
Maryland
-$226K -1,200 Closed
TFA
549
Tobias Financial Advisors
Florida
-$226K -1,200 Closed
AAS
550
Ameritas Advisory Services
Nebraska
-$205K -1,176 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.