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Assured Guaranty
AGO

244 hedge funds and large institutions have $3B invested in Assured Guaranty in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 26

27% more capital invested

Capital invested by funds: $2.37B → $3B (+$633M)

8% more funds holding

Funds holding: 226 → 244 (+18)

0.29% more ownership

Funds ownership: 92.67% → 92.96% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

32% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 98

42% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $31.5M

Holders
244
Holders Change
+18
Holders Change %
+7.96%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
46
Increased
67
Reduced
98
Closed
26
Calls
$18.2M
Puts
$31.5M
Net Calls
-$13.3M
Net Calls Change
+$29.8M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$23.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$18.8M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$14.8M
4
Millennium Management
Millennium Management
New York
+$12.2M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.39M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$58.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$39M
3
Man Group
Man Group
United Kingdom
-$38.6M
4
PI
Putnam Investments
Massachusetts
-$31.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
251
Renaissance Technologies
New York
– -$656K -20,842 Closed
Skandinaviska Enskilda Banken (SEB)
252
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$583K -18,500 Closed
Walleye Trading
253
Walleye Trading
New York
– -$682K -17,052 Closed
QI
254
QS Investors
New York
– -$442K -14,040 Closed
AA
255
AQR Arbitrage
Connecticut
– -$391K -12,816 Closed
SG Americas Securities
256
SG Americas Securities
New York
– -$294K -9,340 Closed
QCM
257
Quantinno Capital Management
New York
– -$234K -7,416 Closed
SC
258
Shay Capital
New York
– -$214K -6,800 Closed
CG
259
Cutler Group
California
– -$233K -5,811 -100%
PHK
260
Point72 Hong Kong
Hong Kong
– -$176K -5,581 Closed
SFS
261
Sowell Financial Services
Arkansas
– -$145K -4,602 Closed
FTDI
262
First Trust Direct Indexing
Massachusetts
– -$98K -3,103 Closed
VCG
263
Vantage Consulting Group
Virginia
– -$42K -1,323 Closed
ASN
264
Advisory Services Network
Georgia
– -$39K -1,253 Closed
ICP
265
Interchange Capital Partners
Pennsylvania
– -$24K -765 Closed
PWPS
266
Pinnacle Wealth Planning Services
Ohio
– -$7K -222 Closed
ABC
267
Associated Banc-Corp
Wisconsin
– -$2K -63 Closed
HGWM
268
Harvest Group Wealth Management
Massachusetts
– -$1K -44 Closed
IA
269
Inspire Advisors
Idaho
– -$1K -30 Closed
RPWA
270
Regent Peak Wealth Advisors
Georgia
– -$1K -18 Closed
7 8 9 10
11

AGO Hedge Fund Activity: Q1 2021 in Review

244 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q1 2021, worth a combined $3B — up 27% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AGO positions and 26 closed out — a net gain of 20 holders — while 67 added to existing stakes and 98 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $23.1M. The largest seller was LSV Asset Management, cutting an estimated $58.4M.

  • 244 institutional investors held Assured Guaranty (AGO) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $3B of Assured Guaranty stock for Q1 2021, up 27% quarter-over-quarter.
  • 46 funds opened new Assured Guaranty positions in Q1 2021 and 26 closed out, a net change of +20 holders.
  • The largest Assured Guaranty buyer in Q1 2021 was Arrowstreet Capital, an estimated $23.1M added.
  • The largest Assured Guaranty seller in Q1 2021 was LSV Asset Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q1 2021.