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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
WCM
201
Wedge Capital Management
North Carolina
$1.83M -$354K -1,941 -17%
IA
202
Icon Advisers
Colorado
$1.81M -$219K -1,200 -12%
Public Sector Pension Investment Board (PSP Investments)
203
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.79M +$36.4K +200 +2%
BCIM
204
British Columbia Investment Management
British Columbia, Canada
$1.73M -$233K -1,280 -13%
URS
205
Utah Retirement Systems
Utah
$1.71M
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
$1.71M -$6.91M -37,897 -81%
UM
207
UniSuper Management
Australia
$1.68M +$9.48K +52 +0.6%
PCM
208
Prelude Capital Management
New York
$1.68M +$1.54M +8,440 New
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$1.67M +$182K +997 +13%
SAM
210
Storebrand Asset Management
Norway
$1.67M
TAF
211
Tredje AP-fonden
Sweden
$1.64M
Stifel Financial
212
Stifel Financial
Missouri
$1.64M -$330K -1,809 -18%
AAS
213
Annex Advisory Services
Wisconsin
$1.61M -$5.65K -31 -0.4%
Cerity Partners
214
Cerity Partners
New York
$1.61M +$540K +2,963 +58%
NEI
215
Northwest & Ethical Investments
Ontario, Canada
$1.55M -$298K -1,638 -17%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$1.53M +$48.8K +268 +4%
Creative Planning
217
Creative Planning
Kansas
$1.52M -$7.65K -42 -0.5%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$1.51M +$84.9K +466 +7%
Allspring Global Investments
219
Allspring Global Investments
North Carolina
$1.51M +$14.4K +79 +1%
CIA
220
Cascade Investment Advisors
Oregon
$1.48M +$1.35M +7,419 New
DekaBank Deutsche Girozentrale
221
DekaBank Deutsche Girozentrale
Germany
$1.46M -$326K -1,787 -20%
EI
222
EDMP Inc
Florida
$1.46M +$217K +1,191 +19%
X
223
Xponance
Pennsylvania
$1.44M +$17.5K +96 +1%
YCM
224
Yousif Capital Management
Michigan
$1.41M -$40.1K -220 -3%
DIA
225
Dana Investment Advisors
Wisconsin
$1.41M -$39.7K -218 -3%

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.