Assurant
419 hedge funds and large institutions have $7.12B invested in Assurant in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 130 increasing their positions, 167 reducing their positions, and 43 closing their positions.
148% more call options, than puts
Call options by funds: $14.1M | Put options by funds: $5.7M
23% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 43
13% more capital invested
Capital invested by funds: $6.3B → $7.12B (+$823M)
1% more funds holding
Funds holding: 414 → 419 (+5)
1.23% less ownership
Funds ownership: 94.54% → 93.31% (-1.2%)
22% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 167
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$78.5M |
| 2 |
First Manhattan
New York
|
+$35.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.3M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$22.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$47.5M |
| 2 |
BlackRock
New York
|
-$39.4M |
| 3 |
T
TOBAM
Paris,
France
|
-$21.2M |
| 4 |
Morgan Stanley
New York
|
-$15.9M |
| 5 |
Legal & General Group
London,
United Kingdom
|
-$15.3M |
AIZ Hedge Fund Activity: Q3 2023 in Review
419 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2023, worth a combined $7.12B — up 13% from $6.3B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new AIZ positions and 43 closed out — a net gain of 10 holders — while 130 added to existing stakes and 167 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $78.5M. The largest seller was Citadel Advisors, cutting an estimated $47.5M.
- 419 institutional investors held Assurant (AIZ) as of Q3 2023, up from 414 in Q2 2023.
- Funds reported $7.12B of Assurant stock for Q3 2023, up 13% quarter-over-quarter.
- 53 funds opened new Assurant positions in Q3 2023 and 43 closed out, a net change of +10 holders.
- The largest Assurant buyer in Q3 2023 was Bank of New York Mellon, an estimated $78.5M added.
- The largest Assurant seller in Q3 2023 was Citadel Advisors, an estimated $47.5M sold.
Based on aggregated 13F filings for Q3 2023.