Assurant
416 hedge funds and large institutions have $6.03B invested in Assurant in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 141 increasing their positions, 155 reducing their positions, and 58 closing their positions.
0.27% more ownership
Funds ownership: 94.38% → 94.65% (+0.27%)
0% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 58
4% less capital invested
Capital invested by funds: $6.25B → $6.03B (-$224M)
9% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 155
2% less funds holding
Funds holding: 423 → 416 (-7)
39% less call options, than puts
Call options by funds: $7.8M | Put options by funds: $12.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$27.5M |
| 2 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
+$22.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$22.1M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$20.7M |
| 5 |
Morgan Stanley
New York
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$109M |
| 2 |
Neuberger Berman Group
New York
|
-$45.1M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$39.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$25.7M |
| 5 |
Man Group
London,
United Kingdom
|
-$13.6M |
AIZ Hedge Fund Activity: Q1 2023 in Review
416 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q1 2023, worth a combined $6.03B — down 3.6% from $6.25B a quarter earlier.
Fund positioning in AIZ was balanced in Q1 2023: 58 funds opened new positions, 58 closed out, 141 added to existing stakes and 155 trimmed.
The largest buyer was Millennium Management, adding an estimated $27.5M. The largest seller was Fidelity Investments, cutting an estimated $109M.
- 416 institutional investors held Assurant (AIZ) as of Q1 2023, down from 423 in Q4 2022.
- Funds reported $6.03B of Assurant stock for Q1 2023, down 3.6% quarter-over-quarter.
- 58 funds opened new Assurant positions in Q1 2023 and 58 closed out, a net change of 0 holders.
- The largest Assurant buyer in Q1 2023 was Millennium Management, an estimated $27.5M added.
- The largest Assurant seller in Q1 2023 was Fidelity Investments, an estimated $109M sold.
Based on aggregated 13F filings for Q1 2023.