We are live on ! Find out more
AGO icon

Assured Guaranty
AGO

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

102% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $6.87M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more capital invested

Capital invested by funds: $2.66B → $3.02B (+$359M)

6% more funds holding

Funds holding: 249 → 265 (+16)

0.49% less ownership

Funds ownership: 88.6% → 88.12% (-0.49%)

13% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 98

Holders
265
Holders Change
+16
Holders Change %
+6.43%
% of All Funds
4.26%
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
D.E. Shaw & Co
New York
+$9M
2
Invesco
Invesco
Georgia
+$6.52M
3
American Century Companies
American Century Companies
Missouri
+$5.49M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.23M
5
EAM
Eagle Asset Management
Florida
+$4.65M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$80.2M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$15.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
4
LSV Asset Management
LSV Asset Management
Illinois
-$10M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$7.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$20.7K +$2.43K +41 +14%
BAM
227
Belpointe Asset Management
Nevada
$19.7K +$18.7K +316 New
DFCM
228
Dark Forest Capital Management
Puerto Rico
$16.9K +$16.1K +272 New
ST
229
Smithfield Trust
Pennsylvania
$16K – – –
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$16K +$5.63K +95 +58%
PCM
231
Peregrine Capital Management
Minnesota
$14K – – –
PTC
232
Private Trust Company
Ohio
$14K – – –
S
233
SignatureFD
Georgia
$12.3K – – –
DIP
234
DT Investment Partners
Pennsylvania
$11.2K – – –
FGAM
235
Financial Gravity Asset Management
Texas
$10.4K +$3.67K +62 New
TRCT
236
Tower Research Capital (TRC)
New York
$9K -$63.1K -1,065 -88%
PA
237
Parallel Advisors
California
$8.78K -$119 -2 -1%
FFA
238
Farther Finance Advisors
California
$8.4K +$8K +135 New
IGWM
239
ICA Group Wealth Management
Colorado
$8.16K +$7.76K +131 New
RTL
240
Red Tortoise LLC
Georgia
$7.1K +$6.76K +114 New
TFGT
241
TS Financial Group (TSFG)
Illinois
$6K – – –
BIA
242
Bell Investment Advisors
California
$4.36K +$1.07K +18 +35%
LC
243
Lindbrook Capital
California
$3.98K – – –
GRP
244
Global Retirement Partners
California
$3.67K – – –
JWA
245
JFS Wealth Advisors
Pennsylvania
$3.55K +$237 +4 +8%
TAM
246
Tucker Asset Management
Colorado
$3.42K – – –
EI
247
Ellevest Inc
New York
$3.3K -$59 -1 -2%
TWP
248
TFO Wealth Partners
Ohio
$3.2K +$3.02K +51 New
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$2.8K – – –
8 9
10
11 12

AGO Hedge Fund Activity: Q4 2022 in Review

265 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q4 2022, worth a combined $3.02B — up 13% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AGO positions and 24 closed out — a net gain of 22 holders — while 85 added to existing stakes and 98 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $9M. The largest seller was Putnam Investments, cutting an estimated $80.2M.

  • 265 institutional investors held Assured Guaranty (AGO) as of Q4 2022, up from 249 in Q3 2022.
  • Funds reported $3.02B of Assured Guaranty stock for Q4 2022, up 13% quarter-over-quarter.
  • 46 funds opened new Assured Guaranty positions in Q4 2022 and 24 closed out, a net change of +22 holders.
  • The largest Assured Guaranty buyer in Q4 2022 was D.E. Shaw & Co, an estimated $9M added.
  • The largest Assured Guaranty seller in Q4 2022 was Putnam Investments, an estimated $80.2M sold.

Based on aggregated 13F filings for Q4 2022.