Assurant
485 hedge funds and large institutions have $8.36B invested in Assurant in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 169 increasing their positions, 154 reducing their positions, and 33 closing their positions.
224% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 33
84% more call options, than puts
Call options by funds: $14.6M | Put options by funds: $7.95M
17% more capital invested
Capital invested by funds: $7.12B → $8.36B (+$1.24B)
16% more funds holding
Funds holding: 419 → 485 (+66)
1.01% more ownership
Funds ownership: 93.31% → 94.32% (+1%)
10% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 154
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$155M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$53.5M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$27.9M |
| 4 |
GC
Gillson Capital
Chicago,
Illinois
|
+$25.5M |
| 5 |
Barclays
London,
United Kingdom
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$137M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$87.2M |
| 3 |
Bank of New York Mellon
New York
|
-$77.1M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$64.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$34.6M |
AIZ Hedge Fund Activity: Q4 2023 in Review
485 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2023, worth a combined $8.36B — up 17% from $7.12B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new AIZ positions and 33 closed out — a net gain of 74 holders — while 169 added to existing stakes and 154 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Fidelity Investments, cutting an estimated $137M.
- 485 institutional investors held Assurant (AIZ) as of Q4 2023, up from 419 in Q3 2023.
- Funds reported $8.36B of Assurant stock for Q4 2023, up 17% quarter-over-quarter.
- 107 funds opened new Assurant positions in Q4 2023 and 33 closed out, a net change of +74 holders.
- The largest Assurant buyer in Q4 2023 was Morgan Stanley, an estimated $155M added.
- The largest Assurant seller in Q4 2023 was Fidelity Investments, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2023.