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Assured Guaranty
AGO

Overview Fund Activity

322 hedge funds and large institutions have $4.21B invested in Assured Guaranty in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
42
Increased
106
Reduced
116
Closed
34
Calls
$14.3M
Puts
$61.5M
Net Calls
-$47.2M
Net Calls Change
-$8.35M

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$100M
2
Boston Partners
Boston Partners
Massachusetts
$72.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$44M
4
UBS Group
UBS Group
Switzerland
$25.1M
5
WAM
Weiss Asset Management
Massachusetts
$14.2M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$8.48M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$404M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$341M
5
Charles Schwab
Charles Schwab
California
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPI
226
Trust Point Inc
Wisconsin
$212K +$212K +2,359 New
DZ Bank
227
DZ Bank
Germany
$204K -$1.5M -16,683 -88%
CF
228
Corebridge Financial
Texas
$183K -$26.5K -294 -13%
HPC
229
HM Payson & Co
Maine
$182K – – –
OC
230
Oakworth Capital
Alabama
$180K – – –
KBC Group
231
KBC Group
Belgium
$180K +$40K +445 +29%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$170K +$33.8K +376 +25%
Osaic Holdings
233
Osaic Holdings
Arizona
$156K +$4.32K +48 +3%
KFI
234
Key Financial Inc
Pennsylvania
$154K – – –
JFGIW
235
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K – – –
NAAA
236
New Age Alpha Advisors
New York
$150K +$150K +1,670 New
SAM
237
Smartleaf Asset Management
Massachusetts
$136K +$92.1K +1,030 +209%
Jones Financial Companies
238
Jones Financial Companies
Missouri
$135K +$128K +1,418 +1,795%
EPW
239
Evergreen Private Wealth
Colorado
$123K – – –
VCM
240
Versant Capital Management
Arizona
$103K +$8.82K +98 +9%
QC
241
Quent Capital
New York
$96K – – –
PD
242
Point72 (DIFC)
United Arab Emirates
$84.8K -$776K -8,627 -90%
MIM
243
MetLife Investment Management
New Jersey
$79.4K -$2.52K -28 -3%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$77.4K -$5.85K -65 -7%
C
245
Covestor
United Kingdom
$73K +$37.9K +424 +108%
MCM
246
MAI Capital Management
Ohio
$70.8K +$70.8K +787 New
VWM
247
Venturi Wealth Management
Texas
$61.6K +$30.9K +343 +101%
AF
248
Allworth Financial
California
$51.8K +$5.35K +58 +12%
AssetMark Inc
249
AssetMark Inc
California
$50.9K +$6.57K +73 +15%
TWD
250
True Wealth Design
Ohio
$47.6K +$4.5K +50 +10%
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