Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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KM
Kalos Management’s
Assured Guaranty
AGO
Stock Holding History
Kalos Management’s Portfolio
AGO Stock Details
AGO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q4
–
Hold
0
–
–
–
608
Other funds holding AGO
Wellington Management Group
Boston, Massachusetts
$580B AUM
38.23%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
O
OppenheimerFunds
New York
$80.4B AUM
15.1%
1-Year Est. Return
AL
AJO LP
Philadelphia, Pennsylvania
$199M AUM
109.68%
1-Year Est. Return
PI
Putnam Investments
Boston, Massachusetts
$75.7B AUM
34.45%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$999B AUM
46.22%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$552B AUM
44.19%
1-Year Est. Return
TCM
TimesSquare Capital Management
New York
$6.8B AUM
45.85%
1-Year Est. Return
SCP
Seizert Capital Partners
Birmingham, Michigan
$2.42B AUM
22.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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