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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 %
CFGS
251
Concourse Financial Group Securities
Alabama
$47K -$6.73K -73 -13%
BTI
252
Blue Trust Inc
Georgia
$43.6K -$13.8K -153 -24%
EWA
253
EverSource Wealth Advisors
Alabama
$42.4K +$13.4K +149 +46%
Nomura Asset Management
254
Nomura Asset Management
Japan
$42.3K – – –
HGERS
255
Householder Group Estate & Retirement Specialist
Arizona
$33K – – –
PA
256
Parallel Advisors
California
$32.8K +$5.85K +65 +22%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$30K +$9.54K +106 +47%
HWM
258
Hemington Wealth Management
Virginia
$28K +$2.1K +24 +8%
BIG
259
Brooklyn Investment Group
New York
$27.3K +$5.76K +64 +27%
LFA
260
LGT Financial Advisors
Texas
$26.6K – – –
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$26.3K – – –
VSQM
262
V-Square Quantitative Management
Illinois
$26.1K – – –
ST
263
Smithfield Trust
Pennsylvania
$23K – – –
CT
264
Colonial Trust
South Carolina
$21.7K +$21.7K +241 New
FFA
265
Farther Finance Advisors
California
$21.2K -$32.4K -360 -60%
EC
266
Elequin Capital
New York
$20.2K +$20.2K +224 New
SOW
267
State of Wyoming
Wyoming
$20K -$630 -7 -3%
PCM
268
Peregrine Capital Management
Minnesota
$19.6K – – –
BC
269
Bayforest Capital
United Kingdom
$18.9K +$18.9K +210 New
MG
270
Mather Group
Illinois
$18.1K -$808 -9 -4%
HCP
271
Hexagon Capital Partners
Arkansas
$17.7K +$1.35K +15 +8%
WSFS
272
Wilmington Savings Fund Society
Delaware
$17K – – –
ACM
273
Aquatic Capital Management
Illinois
$15.5K +$15.5K +172 New
S
274
SignatureFD
Georgia
$15.1K +$1.08K +12 +8%
DIP
275
DT Investment Partners
Pennsylvania
$14K – – –
9 10
11
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