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Assured Guaranty

333 hedge funds and large institutions have $4.37B invested in Assured Guaranty in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 28

133% more call options, than puts

Call options by funds: $27.2M | Put options by funds: $11.7M

19% more funds holding

Funds holding: 281333 (+52)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more capital invested

Capital invested by funds: $3.88B → $4.37B (+$492M)

0.06% less ownership

Funds ownership: 90.54%90.47% (-0.06%)

20% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 116

Holders
333
Holders Change
+52
Holders Change %
+18.51%
% of All Funds
4.8%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
81
Increased
93
Reduced
116
Closed
28
Calls
$27.2M
Puts
$11.7M
Net Calls
+$15.5M
Net Calls Change
-$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
251
Key Financial Inc
Pennsylvania
$150K
JFGIW
252
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K
PFBT
253
Parkside Financial Bank & Trust
Missouri
$123K +$18.5K +219 +18%
EPW
254
Evergreen Private Wealth
Colorado
$120K
KBC Group
255
KBC Group
Belgium
$107K -$17.5K -208 -14%
QC
256
Quent Capital
New York
$99.8K -$4.38K -52 -4%
HFM
257
Harvest Fund Management
China
$99K +$95.8K +1,137 New
MIM
258
MetLife Investment Management
New Jersey
$93.3K -$1.94K -23 -2%
GI
259
GAMMA Investing
California
$88.7K +$16.8K +199 +24%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$76.6K +$590 +7 +0.8%
SOW
261
State of Wyoming
Wyoming
$73K -$24.9K -296 -26%
MRCM
262
M&R Capital Management
New Jersey
$69.8K
VCM
263
Versant Capital Management
Arizona
$59.1K
CFGS
264
Concourse Financial Group Securities
Alabama
$53.7K +$6.07K +72 +13%
AF
265
Allworth Financial
California
$43.5K +$2.7K +32 +7%
Nomura Asset Management
266
Nomura Asset Management
Japan
$41K -$16.9K -200 -30%
AWM
267
Avior Wealth Management
Nebraska
$37.5K +$36.2K +430 New
NCTC
268
New Covenant Trust Company
Indiana
$34.7K +$33.5K +398 New
HGERS
269
Householder Group Estate & Retirement Specialist
Arizona
$32.7K
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$29.7K +$2.78K +33 +11%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$27K +$4.55K +54 +21%
AssetMark Inc
272
AssetMark Inc
California
$26.2K -$843 -10 -3%
LFA
273
LGT Financial Advisors
Texas
$25.8K
EWA
274
EverSource Wealth Advisors
Alabama
$24.7K -$1.6K -19 -6%
PA
275
Parallel Advisors
California
$24.6K +$253 +3 +1%

AGO Hedge Fund Activity: Q1 2024 in Review

333 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q1 2024, worth a combined $4.37B — up 13% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AGO positions and 28 closed out — a net gain of 53 holders — while 93 added to existing stakes and 116 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $137M. The largest seller was Morgan Stanley, cutting an estimated $67.8M.

  • 333 institutional investors held Assured Guaranty (AGO) as of Q1 2024, up from 281 in Q4 2023.
  • Funds reported $4.37B of Assured Guaranty stock for Q1 2024, up 13% quarter-over-quarter.
  • 81 funds opened new Assured Guaranty positions in Q1 2024 and 28 closed out, a net change of +53 holders.
  • The largest Assured Guaranty buyer in Q1 2024 was Citadel Advisors, an estimated $137M added.
  • The largest Assured Guaranty seller in Q1 2024 was Morgan Stanley, an estimated $67.8M sold.

Based on aggregated 13F filings for Q1 2024.