We are live on ! Find out more
AGO icon

Assured Guaranty
AGO

264 hedge funds and large institutions have $3.82B invested in Assured Guaranty in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more capital invested

Capital invested by funds: $3.14B → $3.82B (+$678M)

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

1.75% more ownership

Funds ownership: 89.75% → 91.51% (+1.8%)

1% more funds holding

Funds holding: 261 → 264 (+3)

32% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 110

34% less call options, than puts

Call options by funds: $18M | Put options by funds: $27.2M

Holders
264
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
4.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
41
Increased
75
Reduced
110
Closed
37
Calls
$18M
Puts
$27.2M
Net Calls
-$9.17M
Net Calls Change
-$13.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$23.5M
2
PI
Putnam Investments
Massachusetts
+$13.7M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$10.7M
4
Invesco
Invesco
Georgia
+$6.41M
5
RP
Reinhart Partners
Wisconsin
+$6.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$82.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$28.4M
3
Boston Partners
Boston Partners
Massachusetts
-$17.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.9M
5
HF
HRT Financial
New York
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
226
Smithfield Trust
Pennsylvania
$17K – – –
EI
227
Ellevest Inc
New York
$17K +$9.98K +174 +176%
SOW
228
State of Wyoming
Wyoming
$16K -$5.05K -88 -26%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$16K +$4.82K +84 +45%
S
231
SignatureFD
Georgia
$14K -$860 -15 -6%
AssetMark Inc
232
AssetMark Inc
California
$14K -$745 -13 -5%
PCM
233
Peregrine Capital Management
Minnesota
$14K – – –
PA
234
Parallel Advisors
California
$11K -$57 -1 -0.6%
MCM
235
Manchester Capital Management
Vermont
$8K -$2.01K -35 -21%
FF
236
FourThought Financial
Florida
$8K – – –
Koshinski Asset Management
237
Koshinski Asset Management
Illinois
$7K +$6.31K +110 New
M1FG
238
Mach-1 Financial Group
Arkansas
$7K +$3.84K +67 +122%
PC
239
PhiloSmith Capital
Connecticut
$6.37K – – –
TFGT
240
TS Financial Group (TSFG)
Illinois
$6K +$5.39K +94 New
CWP
241
Concord Wealth Partners
Virginia
$4K -$917 -16 -20%
LC
242
Lindbrook Capital
California
$4K – – –
JWA
243
JFS Wealth Advisors
Pennsylvania
$4K +$1.95K +34 +155%
NIC
244
Northwest Investment Counselors
Oregon
$4K +$3.73K +65 New
TAM
245
Tucker Asset Management
Colorado
$3.5K – – –
TPCW
246
TD Private Client Wealth
New York
$3.06K – – –
FGAM
247
Financial Gravity Asset Management
Texas
$3.04K +$66.1K +1,152 New
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
GRP
249
Global Retirement Partners
California
$3K +$3.1K +54 New
EARNEST Partners
250
EARNEST Partners
Georgia
$2K – – –
8 9
10
11 12

AGO Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q1 2022, worth a combined $3.82B — up 22% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AGO positions and 37 closed out — a net gain of 4 holders — while 75 added to existing stakes and 110 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23.5M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $82.9M.

  • 264 institutional investors held Assured Guaranty (AGO) as of Q1 2022, up from 261 in Q4 2021.
  • Funds reported $3.82B of Assured Guaranty stock for Q1 2022, up 22% quarter-over-quarter.
  • 41 funds opened new Assured Guaranty positions in Q1 2022 and 37 closed out, a net change of +4 holders.
  • The largest Assured Guaranty buyer in Q1 2022 was Vanguard Group, an estimated $23.5M added.
  • The largest Assured Guaranty seller in Q1 2022 was Thrivent Financial for Lutherans, an estimated $82.9M sold.

Based on aggregated 13F filings for Q1 2022.