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Assured Guaranty

281 hedge funds and large institutions have $3.88B invested in Assured Guaranty in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 75 increasing their positions, 111 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $8.89M

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

23% more capital invested

Capital invested by funds: $3.15B → $3.88B (+$727M)

10% more funds holding

Funds holding: 255281 (+26)

1.8% more ownership

Funds ownership: 88.73%90.54% (+1.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

32% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 111

Holders
281
Holders Change
+26
Holders Change %
+10.2%
% of All Funds
4.1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
50
Increased
75
Reduced
111
Closed
18
Calls
$32.4M
Puts
$8.89M
Net Calls
+$23.5M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
226
M&R Capital Management
New Jersey
$59.9K
PS
227
Principal Securities
Iowa
$52.6K +$46.4K +703 New
VCM
228
Versant Capital Management
Arizona
$50.7K -$8.26K -125 -16%
Nomura Asset Management
229
Nomura Asset Management
Japan
$50.1K
ASN
230
Advisory Services Network
Georgia
$47.1K +$41.6K +629 New
CFGS
231
Concourse Financial Group Securities
Alabama
$40.6K -$3.37K -51 -9%
AF
232
Allworth Financial
California
$34.9K +$7.8K +118 +34%
HGERS
233
Householder Group Estate & Retirement Specialist
Arizona
$28K +$24.8K +375 New
EWA
234
EverSource Wealth Advisors
Alabama
$25.5K +$529 +8 +2%
Walleye Capital
235
Walleye Capital
New York
$25.2K +$22.3K +337 New
PHK
236
Point72 Hong Kong
Hong Kong
$23.5K +$20.7K +314 New
AssetMark Inc
237
AssetMark Inc
California
$23.2K -$132 -2 -0.6%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$23K +$991 +15 +5%
LFA
239
LGT Financial Advisors
Texas
$22.1K
PA
240
Parallel Advisors
California
$20.9K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$19K -$3.3K -50 -16%
ST
242
Smithfield Trust
Pennsylvania
$19K
PCM
243
Peregrine Capital Management
Minnesota
$16.3K
HCP
244
Hexagon Capital Partners
Arkansas
$15.9K +$11.3K +171 +417%
SWS
245
SYSTM Wealth Solutions
Illinois
$15.6K +$13.7K +208 New
DIP
246
DT Investment Partners
Pennsylvania
$14.9K
PE
247
Point72 Europe
United Kingdom
$14.4K +$12.7K +192 New
BTI
248
Blue Trust Inc
Georgia
$14K -$1.78K -27 -10%
PTC
249
Private Trust Company
Ohio
$13.6K
NMM
250
Naples Money Management
Florida
$12.7K +$11.2K +170 New

AGO Hedge Fund Activity: Q4 2023 in Review

281 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q4 2023, worth a combined $3.88B — up 23% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AGO positions and 18 closed out — a net gain of 32 holders — while 75 added to existing stakes and 111 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.6M. The largest seller was Putnam Investments, cutting an estimated $12.3M.

  • 281 institutional investors held Assured Guaranty (AGO) as of Q4 2023, up from 255 in Q3 2023.
  • Funds reported $3.88B of Assured Guaranty stock for Q4 2023, up 23% quarter-over-quarter.
  • 50 funds opened new Assured Guaranty positions in Q4 2023 and 18 closed out, a net change of +32 holders.
  • The largest Assured Guaranty buyer in Q4 2023 was Morgan Stanley, an estimated $51.6M added.
  • The largest Assured Guaranty seller in Q4 2023 was Putnam Investments, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2023.