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Assured Guaranty
AGO

Overview Fund Activity

255 hedge funds and large institutions have $3.15B invested in Assured Guaranty in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-9
Holders Change %
-3.41%
% of All Funds
4.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
25
Increased
74
Reduced
110
Closed
32
Calls
$12.9M
Puts
$4.12M
Net Calls
+$8.79M
Net Calls Change
-$1.85M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$38.9M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$35.7M
3
Invesco
Invesco
Georgia
$24.6M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
$27M
5
Morgan Stanley
Morgan Stanley
New York
$40M

Top Sellers

1
BlackRock
BlackRock
New York
$433M
2
Vanguard Group
Vanguard Group
Pennsylvania
$411M
3
Man Group
Man Group
United Kingdom
$5.93M
4
PI
Putnam Investments
Massachusetts
$323M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
226
DT Investment Partners
Pennsylvania
$10.9K – – –
FFA
227
Farther Finance Advisors
California
$8.41K – – –
FDCC
228
Foster Dykema Cabot & Co
Massachusetts
$8K – – –
RTL
229
Red Tortoise LLC
Georgia
$6.9K – – –
CA
230
Clearstead Advisors
Ohio
$6.3K +$6.3K +104 New
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$6.11K -$1.21K -20 -17%
LC
232
Lindbrook Capital
California
$5.02K – – –
IA
233
IFP Advisors
Florida
$4.96K -$80.1K -1,323 -94%
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$4.3K +$4.3K +71 New
JWA
235
JFS Wealth Advisors
Pennsylvania
$4.06K +$1.51K +25 +60%
SFG
236
Steward Financial Group
Texas
$4K +$4K +67 New
GRP
237
Global Retirement Partners
California
$3.83K +$589 +10 +18%
TAM
238
Tucker Asset Management
Colorado
$3.33K – – –
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$2.72K – – –
HCP
240
Hexagon Capital Partners
Arkansas
$2.48K +$1.27K +21 +105%
EARNEST Partners
241
EARNEST Partners
Georgia
$2.12K – – –
BIA
242
Bell Investment Advisors
California
$1.76K -$1.39K -23 -44%
DA
243
Denali Advisors
California
$1.63K +$1.63K +27 New
PWMG
244
Prestige Wealth Management Group
New Jersey
$1.27K – – –
SIC
245
SJS Investment Consulting
Ohio
$1.27K +$303 +5 +31%
FHA
246
First Horizon Advisors
Tennessee
$1.03K -$666 -11 -39%
C
247
Covestor
United Kingdom
$1K -$14.9K -268 -94%
WT
248
Whittier Trust
California
$847 +$847 +14 New
HIA
249
Harbor Investment Advisory
Maryland
$605 – – –
TWP
250
TFO Wealth Partners
Ohio
$558 +$335 +6 +150%
8 9
10
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