Assurant
416 hedge funds and large institutions have $6.03B invested in Assurant in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 141 increasing their positions, 156 reducing their positions, and 58 closing their positions.
2% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 58
10% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 156
1.48% less ownership
Funds ownership: 96.12% → 94.65% (-1.5%)
2% less funds holding
Funds holding: 424 → 416 (-8)
15% less capital invested
Capital invested by funds: $7.12B → $6.03B (-$1.09B)
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 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$871M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$109M |
| 3 |
Neuberger Berman Group
New York
|
-$45.1M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$39.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$25.7M |
AIZ Hedge Fund Activity: Q1 2023 in Review
416 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q1 2023, worth a combined $6.03B — down 15% from $7.12B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of AIZ and 57 opened new positions — a net loss of 1 holder — while 156 trimmed existing stakes and 141 added.
The largest buyer was Millennium Management, adding an estimated $27.5M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $871M sold.
- 416 institutional investors held Assurant (AIZ) as of Q1 2023, down from 424 in Q4 2022.
- Funds reported $6.03B of Assurant stock for Q1 2023, down 15% quarter-over-quarter.
- 57 funds opened new Assurant positions in Q1 2023 and 58 closed out, a net change of -1 holder.
- The largest Assurant buyer in Q1 2023 was Millennium Management, an estimated $27.5M added.
- The largest Assurant seller in Q1 2023 was Arete Wealth Advisors, an estimated $871M sold.
Based on aggregated 13F filings for Q1 2023.