AGO icon

Assured Guaranty
AGO

Overview Fund Activity

265 hedge funds and large institutions have $3.02B invested in Assured Guaranty in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+16
Holders Change %
+6.43%
% of All Funds
4.28%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
46
Increased
85
Reduced
98
Closed
24
Calls
$13.9M
Puts
$6.87M
Net Calls
+$7.03M
Net Calls Change
+$7.76M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$13.1M
2
Invesco
2
Invesco
Georgia
$26.4M
3
American Century Companies
3
American Century Companies
Missouri
$20.8M
4
EAM
4
Eagle Asset Management
Florida
$4.81M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$69.9M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$370M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$336M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$448M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$20.7K +$2.55K +41 +14%
BAM
227
Belpointe Asset Management
Nevada
$19.7K +$19.7K +316 New
DFCM
228
Dark Forest Capital Management
Puerto Rico
$16.9K +$16.9K +272 New
ST
229
Smithfield Trust
Pennsylvania
$16K – – –
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$16K +$5.87K +95 +58%
PTC
231
Private Trust Company
Ohio
$14K – – –
PCM
232
Peregrine Capital Management
Minnesota
$14K – – –
S
233
SignatureFD
Georgia
$12.3K – – –
DIP
234
DT Investment Partners
Pennsylvania
$11.2K – – –
FGAM
235
Financial Gravity Asset Management
Texas
$10.4K +$10.4K +62 New
TRCT
236
Tower Research Capital (TRC)
New York
$9K -$67.5K -1,065 -88%
PA
237
Parallel Advisors
California
$8.78K -$125 -2 -1%
FFA
238
Farther Finance Advisors
California
$8.41K +$8.41K +135 New
IGWM
239
ICA Group Wealth Management
Colorado
$8.16K +$8.16K +131 New
RTL
240
Red Tortoise LLC
Georgia
$7.1K +$7.1K +114 New
TFGT
241
TS Financial Group (TSFG)
Illinois
$6K – – –
BIA
242
Bell Investment Advisors
California
$4.36K +$1.12K +18 +35%
LC
243
Lindbrook Capital
California
$3.99K – – –
GRP
244
Global Retirement Partners
California
$3.67K – – –
JWA
245
JFS Wealth Advisors
Pennsylvania
$3.55K +$249 +4 +8%
TAM
246
Tucker Asset Management
Colorado
$3.42K – – –
EI
247
Ellevest Inc
New York
$3.3K -$62 -1 -2%
TWP
248
TFO Wealth Partners
Ohio
$3.2K +$3.2K +51 New
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$2.8K – – –
8 9
10
11 12