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Assured Guaranty
AGO

Overview Fund Activity

263 hedge funds and large institutions have $2.68B invested in Assured Guaranty in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 100 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
4.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
91
Reduced
100
Closed
32
Calls
$11.8M
Puts
$3.98M
Net Calls
+$7.79M
Net Calls Change
+$763K

Top Buyers

1
RA
1
Royce & Associates
New York
$26M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$10.4M
3
CIM
3
Cambria Investment Management
California
$7.73M
4
Bank of America
4
Bank of America
North Carolina
$20.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$25.3M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$273M
2
Boston Partners
2
Boston Partners
Massachusetts
$23.2M
3
Man Group
3
Man Group
United Kingdom
$10.3M
4
Invesco
4
Invesco
Georgia
$12.7M
5
BlackRock
5
BlackRock
New York
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$14.7K -$2.06K -41 -12%
ETC
227
Exchange Traded Concepts
Oklahoma
$14.5K +$14.5K +288 New
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$14K +$815 +16 +6%
ST
229
Smithfield Trust
Pennsylvania
$13K – – –
PCM
230
Peregrine Capital Management
Minnesota
$11K – – –
DIP
231
DT Investment Partners
Pennsylvania
$9.77K – – –
SS
232
Sunbelt Securities
Texas
$9.76K +$9.76K +198 New
PTC
233
Private Trust Company
Ohio
$9.15K -$2.11K -42 -19%
PA
234
Parallel Advisors
California
$8.24K +$1.16K +23 +16%
FFA
235
Farther Finance Advisors
California
$6.79K – – –
IGWM
236
ICA Group Wealth Management
Colorado
$6.59K – – –
RTL
237
Red Tortoise LLC
Georgia
$5.73K – – –
TFGT
238
TS Financial Group (TSFG)
Illinois
$5K +$52 +1 +1%
EI
239
Ellevest Inc
New York
$3.97K +$1.31K +26 +49%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$3.72K +$1.01K +20 +37%
LC
241
Lindbrook Capital
California
$3.22K – – –
TAM
242
Tucker Asset Management
Colorado
$2.77K – – –
BIA
243
Bell Investment Advisors
California
$2.62K -$905 -18 -26%
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$2.26K – – –
GRP
245
Global Retirement Partners
California
$2.25K -$836 -16 -27%
JWA
246
JFS Wealth Advisors
Pennsylvania
$2.11K -$754 -15 -26%
SFG
247
Steward Financial Group
Texas
$2K +$1.5K +39 +300%
EARNEST Partners
248
EARNEST Partners
Georgia
$1.76K – – –
FHA
249
First Horizon Advisors
Tennessee
$1.41K – – –
SC
250
Schubert & Co
Texas
$1.21K -$855 -17 -41%
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10
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