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Assurant

421 hedge funds and large institutions have $8.22B invested in Assurant in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 128 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

476% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.77M

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

0% more funds holding

Funds holding: 419421 (+2)

0.32% more ownership

Funds ownership: 92.34%92.66% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $8.55B → $8.22B (-$333M)

17% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 155

Holders
421
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
128
Reduced
155
Closed
52
Calls
$10.2M
Puts
$1.77M
Net Calls
+$8.45M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Whittier Trust
California
$1.19M
MOACM
202
Mutual of America Capital Management
New York
$1.17M -$30.1K -190 -2%
OTPPB
203
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.17M +$1.19M +7,472 New
IG
204
ING Group
Netherlands
$1.16M +$396K +2,498 +51%
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.11M -$34.6K -218 -3%
HIMCH
206
Hartford Investment Management Co (HIMCO)
Connecticut
$1.06M +$66.6K +420 +7%
Federated Hermes
207
Federated Hermes
Pennsylvania
$1.04M +$70.7K +446 +7%
MLICM
208
Metropolitan Life Insurance Company (MetLife)
New York
$1.01M -$64.2K -405 -6%
Verition Fund Management
209
Verition Fund Management
Connecticut
$995K +$343K +2,165 +51%
VPIM
210
Vanguard Personalized Indexing Management
California
$988K +$318K +2,002 +46%
KAS
211
Kestra Advisory Services
Texas
$987K +$127K +800 +14%
Stifel Financial
212
Stifel Financial
Missouri
$982K +$51.9K +327 +5%
SIP
213
Stoneridge Investment Partners
Pennsylvania
$975K
Truist Financial
214
Truist Financial
North Carolina
$958K +$127K +800 +15%
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$953K +$245K +1,545 +33%
AIM
216
Achmea Investment Management
Netherlands
$950K -$29.3K -185 -3%
CANY
217
Caxton Associates (New York)
New York
$907K +$923K +5,822 New
American Century Companies
218
American Century Companies
Missouri
$863K +$128K +809 +17%
PI
219
PineBridge Investments
New York
$852K +$749K +4,720 +633%
OAM
220
Oppenheimer Asset Management
New York
$835K -$249K -1,569 -23%
BCI
221
Brinker Capital Investments
Pennsylvania
$835K -$20.9K -132 -2%
KWM
222
Kingsview Wealth Management
Oregon
$831K +$846K +5,334 New
QT
223
Quantbot Technologies
New York
$826K +$841K +5,300 New
BA
224
Bridgewater Associates
Connecticut
$825K +$840K +5,293 New
AIL
225
AGF Investments LLC
Ontario, Canada
$802K +$221K +1,396 +37%

AIZ Hedge Fund Activity: Q4 2021 in Review

421 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2021, worth a combined $8.22B — down 3.9% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AIZ positions and 52 closed out — a net gain of 8 holders — while 128 added to existing stakes and 155 trimmed.

The largest buyer was Millennium Management, adding an estimated $61.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $68.6M sold.

  • 421 institutional investors held Assurant (AIZ) as of Q4 2021, up from 419 in Q3 2021.
  • Funds reported $8.22B of Assurant stock for Q4 2021, down 3.9% quarter-over-quarter.
  • 60 funds opened new Assurant positions in Q4 2021 and 52 closed out, a net change of +8 holders.
  • The largest Assurant buyer in Q4 2021 was Millennium Management, an estimated $61.1M added.
  • The largest Assurant seller in Q4 2021 was Adage Capital Partners, an estimated $68.6M sold.

Based on aggregated 13F filings for Q4 2021.