Assurant
510 hedge funds and large institutions have $9.2B invested in Assurant in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 192 reducing their positions, and 44 closing their positions.
64% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 44
12% more capital invested
Capital invested by funds: $8.23B → $9.2B (+$969M)
5% more funds holding
Funds holding: 485 → 510 (+25)
1.19% more ownership
Funds ownership: 92.89% → 94.08% (+1.2%)
12% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 192
41% less call options, than puts
Call options by funds: $17.7M | Put options by funds: $30.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$104M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$36.7M |
| 3 |
AT
AMF Tjänstepension
Stockholm,
Sweden
|
+$36.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$33.5M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$119M |
| 2 |
Bank of New York Mellon
New York
|
-$109M |
| 3 |
Morgan Stanley
New York
|
-$31M |
| 4 |
Neuberger Berman Group
New York
|
-$27.6M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$26.4M |
AIZ Hedge Fund Activity: Q1 2024 in Review
510 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q1 2024, worth a combined $9.2B — up 12% from $8.23B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new AIZ positions and 44 closed out — a net gain of 28 holders — while 169 added to existing stakes and 192 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $104M. The largest seller was Fidelity Investments, cutting an estimated $119M.
- 510 institutional investors held Assurant (AIZ) as of Q1 2024, up from 485 in Q4 2023.
- Funds reported $9.2B of Assurant stock for Q1 2024, up 12% quarter-over-quarter.
- 72 funds opened new Assurant positions in Q1 2024 and 44 closed out, a net change of +28 holders.
- The largest Assurant buyer in Q1 2024 was AQR Capital Management, an estimated $104M added.
- The largest Assurant seller in Q1 2024 was Fidelity Investments, an estimated $119M sold.
Based on aggregated 13F filings for Q1 2024.