Assurant
431 hedge funds and large institutions have $7.45B invested in Assurant in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 184 reducing their positions, and 67 closing their positions.
239% more call options, than puts
Call options by funds: $8.57M | Put options by funds: $2.53M
2.57% more ownership
Funds ownership: 93.77% → 96.34% (+2.6%)
5% less funds holding
Funds holding: 452 → 431 (-21)
15% less capital invested
Capital invested by funds: $8.76B → $7.45B (-$1.31B)
24% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 67
31% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 184
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$83.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$83.2M |
| 3 |
Bank of New York Mellon
New York
|
+$76.4M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$62.9M |
| 5 |
BlackRock
New York
|
+$50M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$860M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$60.6M |
| 3 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$44.9M |
| 4 |
IIM
INTECH Investment Management
West Palm Beach,
Florida
|
-$26.1M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
-$25.2M |
AIZ Hedge Fund Activity: Q3 2022 in Review
431 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2022, worth a combined $7.45B — down 15% from $8.76B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of AIZ and 51 opened new positions — a net loss of 16 holders — while 184 trimmed existing stakes and 127 added.
The largest buyer was First Trust Advisors, adding an estimated $83.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $860M.
- 431 institutional investors held Assurant (AIZ) as of Q3 2022, down from 452 in Q2 2022.
- Funds reported $7.45B of Assurant stock for Q3 2022, down 15% quarter-over-quarter.
- 51 funds opened new Assurant positions in Q3 2022 and 67 closed out, a net change of -16 holders.
- The largest Assurant buyer in Q3 2022 was First Trust Advisors, an estimated $83.2M added.
- The largest Assurant seller in Q3 2022 was T. Rowe Price Associates, an estimated $860M sold.
Based on aggregated 13F filings for Q3 2022.