Assurant
423 hedge funds and large institutions have $6.25B invested in Assurant in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 147 reducing their positions, and 61 closing their positions.
105% more call options, than puts
Call options by funds: $8.55M | Put options by funds: $4.17M
8% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 61
1% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 147
1% less funds holding
Funds holding: 429 → 423 (-6)
1.94% less ownership
Funds ownership: 96.32% → 94.38% (-1.9%)
16% less capital invested
Capital invested by funds: $7.45B → $6.25B (-$1.2B)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$92.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$42M |
| 4 |
BlackRock
New York
|
+$39M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$106M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$56.6M |
| 4 |
SC
Samlyn Capital
New York
|
-$45.1M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$40.6M |
AIZ Hedge Fund Activity: Q4 2022 in Review
423 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2022, worth a combined $6.25B — down 16% from $7.45B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new AIZ positions and 61 closed out — a net gain of 5 holders — while 149 added to existing stakes and 147 trimmed.
The largest buyer was Macquarie Group, adding an estimated $92.7M. The largest seller was Bank of New York Mellon, cutting an estimated $106M.
- 423 institutional investors held Assurant (AIZ) as of Q4 2022, down from 429 in Q3 2022.
- Funds reported $6.25B of Assurant stock for Q4 2022, down 16% quarter-over-quarter.
- 66 funds opened new Assurant positions in Q4 2022 and 61 closed out, a net change of +5 holders.
- The largest Assurant buyer in Q4 2022 was Macquarie Group, an estimated $92.7M added.
- The largest Assurant seller in Q4 2022 was Bank of New York Mellon, an estimated $106M sold.
Based on aggregated 13F filings for Q4 2022.