Assurant
401 hedge funds and large institutions have $8.15B invested in Assurant in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 137 increasing their positions, 157 reducing their positions, and 61 closing their positions.
103% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $7.82M
7% more capital invested
Capital invested by funds: $7.62B → $8.15B (+$526M)
0.72% more ownership
Funds ownership: 94.38% → 95.1% (+0.72%)
6% less funds holding
Funds holding: 425 → 401 (-24)
13% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 157
36% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 61
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$133M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$62.6M |
| 3 |
BlackRock
New York
|
+$62.5M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$59.7M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$45.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$76.9M |
| 2 |
Neuberger Berman Group
New York
|
-$72.2M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$60M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$35.9M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$28.8M |
AIZ Hedge Fund Activity: Q1 2021 in Review
401 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q1 2021, worth a combined $8.15B — up 6.9% from $7.62B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of AIZ and 39 opened new positions — a net loss of 22 holders — while 157 trimmed existing stakes and 137 added.
The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $76.9M sold.
- 401 institutional investors held Assurant (AIZ) as of Q1 2021, down from 425 in Q4 2020.
- Funds reported $8.15B of Assurant stock for Q1 2021, up 6.9% quarter-over-quarter.
- 39 funds opened new Assurant positions in Q1 2021 and 61 closed out, a net change of -22 holders.
- The largest Assurant buyer in Q1 2021 was Fidelity Investments, an estimated $133M added.
- The largest Assurant seller in Q1 2021 was Westwood Holdings Group, an estimated $76.9M sold.
Based on aggregated 13F filings for Q1 2021.