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Assured Guaranty

276 hedge funds and large institutions have $3.82B invested in Assured Guaranty in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 106 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.49% more ownership

Funds ownership: 95.7%96.19% (+0.49%)

0% more funds holding

Funds holding: 275276 (+1)

3% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 106

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

11% less capital invested

Capital invested by funds: $4.31B → $3.82B (-$481M)

81% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $67.2M

Holders
276
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
6.26%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
36
Increased
103
Reduced
106
Closed
34
Calls
$12.8M
Puts
$67.2M
Net Calls
-$54.4M
Net Calls Change
-$25.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
SeaCrest Wealth Management
New York
$17K +$18.1K +500 New
TG
252
TLP Group
Illinois
$15K +$3.15K +87 +25%
WAM
253
Wealthspire Advisors (Maryland)
Maryland
$12K +$290 +8 +2%
PCP
254
Proficio Capital Partners
Massachusetts
$11K +$109 +3 +0.9%
SA
255
SRH Advisors
Kansas
$8K
TRCT
256
Tower Research Capital (TRC)
New York
$7K -$74.4K -2,053 -91%
DSC
257
Duncker Streett & Co
Missouri
$7K
FMA
258
FNY Managed Accounts
New York
$7K +$1.7K +47 +29%
IA
259
IFP Advisors
Florida
$6K -$1.96K -54 -24%
AssetMark Inc
260
AssetMark Inc
California
$5K -$62.4K -1,720 -93%
AIL
261
AGF Investments LLC
Ontario, Canada
$5K -$9.64K -266 -66%
STA
262
Summit Trail Advisors
New York
$5K +$4.97K +137 New
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.87K +162 New
RFA
264
Reilly Financial Advisors
California
$4K
AIM
265
Anchor Investment Management
South Carolina
$3.39K
HNB
266
Huntington National Bank
Ohio
$3K
PC
267
PhiloSmith Capital
Connecticut
$3K
TWA
268
TCI Wealth Advisors
Arizona
$2K
GRP
269
Global Retirement Partners
California
$2K +$2.43K +67 New
ClearBridge Investments
270
ClearBridge Investments
New York
$1K -$33.1K -913 -96%
BTIS
271
BB&T Investment Services
North Carolina
$1K
VCM
272
Versant Capital Management
Arizona
$1K
SWP
273
Stratos Wealth Partners
Ohio
$1K +$761 +21 New
EARNEST Partners
274
EARNEST Partners
Georgia
$1K +$1.27K +35 New
FFG
275
Ford Financial Group
California
$1K +$1.85K +51 New

AGO Hedge Fund Activity: Q4 2017 in Review

276 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q4 2017, worth a combined $3.82B — down 11% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AGO positions and 34 closed out — a net gain of 2 holders — while 103 added to existing stakes and 106 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $36.3M. The largest seller was Wellington Management Group, cutting an estimated $57.3M.

  • 276 institutional investors held Assured Guaranty (AGO) as of Q4 2017, up from 275 in Q3 2017.
  • Funds reported $3.82B of Assured Guaranty stock for Q4 2017, down 11% quarter-over-quarter.
  • 36 funds opened new Assured Guaranty positions in Q4 2017 and 34 closed out, a net change of +2 holders.
  • The largest Assured Guaranty buyer in Q4 2017 was Goldman Sachs, an estimated $36.3M added.
  • The largest Assured Guaranty seller in Q4 2017 was Wellington Management Group, an estimated $57.3M sold.

Based on aggregated 13F filings for Q4 2017.