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Assurant

565 hedge funds and large institutions have $10.4B invested in Assurant in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 169 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $5.33M | Put options by funds: $2.62M

96% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 50

8% more funds holding

Funds holding: 522565 (+43)

7% more capital invested

Capital invested by funds: $9.71B → $10.4B (+$704M)

0.55% more ownership

Funds ownership: 94.75%95.29% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 222

Holders
565
Holders Change
+43
Holders Change %
+8.24%
% of All Funds
7.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
98
Increased
169
Reduced
222
Closed
50
Calls
$5.33M
Puts
$2.62M
Net Calls
+$2.71M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B -$7.66M -36,804 -0.5%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.07B -$16.2M -77,832 -2%
BlackRock
3
BlackRock
New York
$1.02B -$66M -317,269 -6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$708M +$185M +891,292 +37%
State Street
5
State Street
Massachusetts
$499M -$6.45M -31,008 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$300M +$2.28M +10,956 +0.8%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$255M -$42.5M -204,457 -15%
Invesco
8
Invesco
Georgia
$246M -$1.63M -7,841 -0.7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$235M -$12.9M -62,020 -5%
AQR Capital Management
10
AQR Capital Management
Connecticut
$210M -$19.1M -91,877 -9%
Northern Trust
11
Northern Trust
Illinois
$177M +$32.5M +156,364 +23%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$174M -$15.8M -75,873 -8%
LAM
13
Lyrical Asset Management
New York
$155M -$358K -1,723 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$154M -$1.97M -9,471 -1%
Norges Bank
15
Norges Bank
Norway
$143M -$2.76M -13,290 -2%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$142M -$28.1M -135,271 -17%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$141M -$5.66M -27,207 -4%
CCMG
18
Clark Capital Management Group
Pennsylvania
$130M +$1.5M +7,211 +1%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$122M -$19M -91,395 -14%
Deutsche Bank
20
Deutsche Bank
Germany
$117M +$23.6M +113,247 +26%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$107M -$7.85M -37,727 -7%
Charles Schwab
22
Charles Schwab
California
$95.5M -$247K -1,185 -0.3%
Macquarie Group
23
Macquarie Group
Australia
$90.5M -$2.27M -10,889 -2%
First Manhattan
24
First Manhattan
New York
$84M +$3.04M +14,610 +4%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$80.8M -$7.05M -33,896 -8%

AIZ Hedge Fund Activity: Q4 2024 in Review

565 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2024, worth a combined $10.4B — up 7.2% from $9.71B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AIZ positions and 50 closed out — a net gain of 48 holders — while 169 added to existing stakes and 222 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $185M. The largest seller was BlackRock, cutting an estimated $66M.

  • 565 institutional investors held Assurant (AIZ) as of Q4 2024, up from 522 in Q3 2024.
  • Funds reported $10.4B of Assurant stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 98 funds opened new Assurant positions in Q4 2024 and 50 closed out, a net change of +48 holders.
  • The largest Assurant buyer in Q4 2024 was Bank of New York Mellon, an estimated $185M added.
  • The largest Assurant seller in Q4 2024 was BlackRock, an estimated $66M sold.

Based on aggregated 13F filings for Q4 2024.