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AIZP

Assurant, Inc. 6.50% Series D Mandatory Convertible Preferred Stock, $1.00 par value

Delisted

AIZP was delisted on the 12th of March, 2021.

30 hedge funds and large institutions have $288M invested in Assurant, Inc. 6.50% Series D Mandatory Convertible Preferred Stock, $1.00 par value in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

12% less funds holding

Funds holding: 3430 (-4)

19% less capital invested

Capital invested by funds: $356M → $288M (-$68.4M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
11
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$98.9M -$1.06M -8,750 -0.9%
Calamos Advisors
2
Calamos Advisors
Illinois
$53.4M -$10.3M -84,870 -14%
WAM
3
Wolverine Asset Management
Illinois
$23.2M +$11.6M +95,525 +78%
BlackRock
4
BlackRock
New York
$22.9M -$1.2M -9,870 -4%
TSS
5
Two Sigma Securities
New York
$20.1M +$3.27M +26,957 +17%
Ameriprise
6
Ameriprise
Minnesota
$17.1M +$910K +7,500 +5%
Invesco
7
Invesco
Georgia
$12.5M -$1.5M -12,400 -10%
ACM
8
Advent Capital Management
New York
$4.75M +$2.09M +17,266 +62%
GF
9
Gabelli Funds
New York
$4.16M
CAM
10
Camden Asset Management
California
$3.69M +$4.25M +35,000 New
ClearBridge Investments
11
ClearBridge Investments
New York
$3.67M
Federated Hermes
12
Federated Hermes
Pennsylvania
$3.26M
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.96M -$728K -6,000 -18%
Bank of America
14
Bank of America
North Carolina
$2.68M -$3.18M -26,231 -51%
ES
15
Equitec Specialists
Illinois
$2.56M +$587K +4,840 +25%
PCM
16
Palisade Capital Management
New Jersey
$2.4M
LTI
17
Laffer Tengler Investments
Tennessee
$2.25M +$3.88K +32 +0.2%
Macquarie Group
18
Macquarie Group
Australia
$1.75M +$999K +8,235 +100%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$1.26M +$80.9K +667 +6%
MA
20
MUFG Americas
New York
$1.03M -$2.74M -22,611 -69%
Wells Fargo
21
Wells Fargo
California
$750K +$12.1K +100 +1%
CWM
22
Calamos Wealth Management
Illinois
$577K -$26.3K -217 -4%
SIM
23
SSI Investment Management
California
$510K -$29.7K -245 -5%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$309K
TA
25
Teton Advisors
New York
$270K

AIZP Hedge Fund Activity: Q1 2020 in Review

30 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Assurant, Inc. 6.50% Series D Mandatory Convertible Preferred Stock, $1.00 par value (AIZP) for Q1 2020, worth a combined $288M — down 19% from $356M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AIZP and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Wolverine Asset Management, adding an estimated $11.6M. The largest seller was Calamos Advisors, cutting an estimated $10.3M.

  • 30 institutional investors held Assurant, Inc. 6.50% Series D Mandatory Convertible Preferred Stock, $1.00 par value (AIZP) as of Q1 2020, down from 34 in Q4 2019.
  • Funds reported $288M of Assurant, Inc. 6.50% Series D Mandatory Convertible Preferred Stock, $1.00 par value stock for Q1 2020, down 19% quarter-over-quarter.
  • 2 funds opened new Assurant, Inc. 6.50% Series D Mandatory Convertible Preferred Stock, $1.00 par value positions in Q1 2020 and 5 closed out, a net change of -3 holders.
  • The largest Assurant, Inc. 6.50% Series D Mandatory Convertible Preferred Stock, $1.00 par value buyer in Q1 2020 was Wolverine Asset Management, an estimated $11.6M added.
  • The largest Assurant, Inc. 6.50% Series D Mandatory Convertible Preferred Stock, $1.00 par value seller in Q1 2020 was Calamos Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2020.