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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
UH
551
Unigestion Holding
Switzerland
-$497K -2,947 Closed
Verition Fund Management
552
Verition Fund Management
Connecticut
-$477K -2,868 Closed
CIM
553
Contravisory Investment Management
Massachusetts
-$448K -2,696 Closed
TSS
554
Two Sigma Securities
New York
-$442K -2,657 Closed
QCM
555
Qsemble Capital Management
New York
-$433K -2,602 Closed
BFM
556
Boothbay Fund Management
New York
-$419K -2,519 Closed
SP
557
Symmetry Partners
Connecticut
-$404K -2,431 Closed
IFU
558
iSAM Funds (UK)
United Kingdom
-$398K -2,391 Closed
EGM
559
Engineers Gate Manager
New York
-$366K -2,203 Closed
SRL
560
Scientech Research LLC
New Jersey
-$360K -2,165 Closed
NWMG
561
National Wealth Management Group
Ohio
-$360K -2,164 Closed
MM
562
MQS Management
New York
-$331K -1,988 Closed
DAS
563
Diversify Advisory Services
Utah
-$320K -1,980 Closed
SW
564
SVB Wealth
Massachusetts
-$276K -1,661 Closed
CPC
565
Cookson Peirce & Co
Pennsylvania
-$264K -1,590 Closed
VCG
566
Vantage Consulting Group
Virginia
-$234K -1,408 Closed
MHS
567
M Holdings Securities
Oregon
-$215K -1,293 Closed
SWP
568
Stratos Wealth Partners
Ohio
-$205K -1,233 Closed
QL
569
Quarry LP
New York
-$190K -1,143 Closed
UFF
570
USA Financial Formulas
Michigan
-$177K -1,066 Closed
VNA
571
Valley National Advisers
Pennsylvania
-$117K -705 Closed
OP
572
ORG Partners
Indiana
-$80.3K -481 Closed
TFF
573
The Family Firm
Maryland
-$50.7K -305 Closed
RWMG
574
Redwood Wealth Management Group
New Jersey
-$49.9K -300 Closed
IC
575
Innealta Capital
Texas
-$30.9K -186 Closed

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.