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Assurant

408 hedge funds and large institutions have $8.88B invested in Assurant in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 143 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $5.79M

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $8.15B → $8.88B (+$730M)

2% more funds holding

Funds holding: 401408 (+7)

1% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.02% less ownership

Funds ownership: 95.1%94.07% (-1%)

Holders
408
Holders Change
+7
Holders Change %
+1.75%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
144
Reduced
143
Closed
39
Calls
$19.1M
Puts
$5.79M
Net Calls
+$13.3M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$983K +$19.8K +127 +2%
AIM
202
Achmea Investment Management
Netherlands
$952K
AFM
203
Andesa Financial Management
Pennsylvania
$938K -$312K -2,000 -25%
Federated Hermes
204
Federated Hermes
Pennsylvania
$914K -$95.3K -610 -9%
WCA
205
Westover Capital Advisors
Delaware
$884K -$19.8K -127 -2%
QSS
206
Quantitative Systematic Strategies
Florida
$874K -$1.09M -6,981 -55%
TFA
207
Tobias Financial Advisors
Florida
$862K -$312 -2 -0%
BCI
208
Brinker Capital Investments
Pennsylvania
$857K +$67.3K +431 +9%
SW
209
SVB Wealth
Massachusetts
$846K +$208K +1,329 +33%
KAS
210
Kestra Advisory Services
Texas
$826K +$66.5K +426 +9%
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$799K -$2.97K -19 -0.4%
CAM
212
Cubic Asset Management
Massachusetts
$797K
SAM
213
Securian Asset Management
Minnesota
$796K +$34.1K +218 +4%
NA
214
NewEdge Advisors
Louisiana
$792K +$77.8K +498 +11%
BC
215
Burney Company
Virginia
$782K -$26.6K -170 -3%
SC
216
Shay Capital
New York
$781K -$2.66M -17,000 -77%
IG
217
ING Group
Netherlands
$777K +$178K +1,140 +30%
O
218
Ossiam
France
$772K +$516K +3,302 +208%
OPERF
219
Oregon Public Employees Retirement Fund
Oregon
$755K -$13.6K -87 -2%
TRSOTSOK
220
Teachers Retirement System of the State of Kentucky
Kentucky
$711K
MSRPS
221
Maryland State Retirement & Pension System
Maryland
$706K
WAM
222
Wolverine Asset Management
Illinois
$693K +$693K +4,438 New
DekaBank Deutsche Girozentrale
223
DekaBank Deutsche Girozentrale
Germany
$684K -$109K -695 -14%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$666K +$11.4K +73 +2%
American Century Companies
225
American Century Companies
Missouri
$654K +$125K +799 +24%

AIZ Hedge Fund Activity: Q2 2021 in Review

408 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2021, worth a combined $8.88B — up 9% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AIZ positions and 39 closed out — a net gain of 9 holders — while 144 added to existing stakes and 143 trimmed.

The largest buyer was Vanguard Group, adding an estimated $54.8M. The largest seller was Wellington Management Group, cutting an estimated $77.8M.

  • 408 institutional investors held Assurant (AIZ) as of Q2 2021, up from 401 in Q1 2021.
  • Funds reported $8.88B of Assurant stock for Q2 2021, up 9% quarter-over-quarter.
  • 48 funds opened new Assurant positions in Q2 2021 and 39 closed out, a net change of +9 holders.
  • The largest Assurant buyer in Q2 2021 was Vanguard Group, an estimated $54.8M added.
  • The largest Assurant seller in Q2 2021 was Wellington Management Group, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2021.