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Assured Guaranty
AGO

Overview Fund Activity

255 hedge funds and large institutions have $3.19B invested in Assured Guaranty in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 109 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-9
Holders Change %
-3.41%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
30
Increased
68
Reduced
109
Closed
34
Calls
$13.8M
Puts
$17.5M
Net Calls
-$3.69M
Net Calls Change
+$5.49M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.6M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$239M
3
Millennium Management
3
Millennium Management
New York
$21.2M
4
American Century Companies
4
American Century Companies
Missouri
$10.2M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$19.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$472M
2
PI
2
Putnam Investments
Massachusetts
$411M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$316M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$416M
5
Man Group
5
Man Group
United Kingdom
$7.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
226
Peregrine Capital Management
Minnesota
$12K – – –
FPS
227
Fieldpoint Private Securities
Connecticut
$11K -$20.9K -370 -65%
PA
228
Parallel Advisors
California
$9K -$163 -3 -2%
FF
229
FourThought Financial
Florida
$7K – – –
BBHC
230
Brown Brothers Harriman & Co
New York
$6K +$6K +107 New
PC
231
PhiloSmith Capital
Connecticut
$5.58K – – –
TFGT
232
TS Financial Group (TSFG)
Illinois
$5K – – –
LC
233
Lindbrook Capital
California
$4K – – –
CWP
234
Concord Wealth Partners
Virginia
$4K – – –
JWA
235
JFS Wealth Advisors
Pennsylvania
$4K +$606 +10 +18%
TAM
236
Tucker Asset Management
Colorado
$3.07K – – –
EI
237
Ellevest Inc
New York
$3K -$12.2K -219 -80%
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
BIA
239
Bell Investment Advisors
California
$3K +$3K +52 New
AWM
240
Accel Wealth Management
Iowa
$3K +$3K +56 New
TPCW
241
TD Private Client Wealth
New York
$2.68K – – –
GRP
242
Global Retirement Partners
California
$2K -$842 -16 -30%
EARNEST Partners
243
EARNEST Partners
Georgia
$2K – – –
NC
244
NewSquare Capital
Pennsylvania
$2K – – –
SC
245
Schubert & Co
Texas
$2K +$1.1K +23 +121%
SFG
246
Steward Financial Group
Texas
$2K +$2K +38 New
C
247
Covestor
United Kingdom
$1K -$238 -5 -19%
AFG
248
Albion Financial Group
Utah
$1K – – –
PWMG
249
Prestige Wealth Management Group
New Jersey
$1K – – –
CFO
250
CVA Family Office
Colorado
$1K – – –
8 9
10
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