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Assured Guaranty
AGO

265 hedge funds and large institutions have $3.02B invested in Assured Guaranty in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $6.87M

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more capital invested

Capital invested by funds: $2.66B → $3.02B (+$359M)

6% more funds holding

Funds holding: 249 → 265 (+16)

0.49% less ownership

Funds ownership: 88.6% → 88.12% (-0.49%)

13% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 98

Holders
265
Holders Change
+16
Holders Change %
+6.43%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
46
Increased
85
Reduced
98
Closed
24
Calls
$13.9M
Puts
$6.87M
Net Calls
+$7.03M
Net Calls Change
+$7.76M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9M
2
Invesco
Invesco
Georgia
+$6.52M
3
American Century Companies
American Century Companies
Missouri
+$5.49M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.23M
5
EAM
Eagle Asset Management
Florida
+$4.65M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$80.2M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$15.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
4
LSV Asset Management
LSV Asset Management
Illinois
-$10M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$7.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
276
Trexquant Investment
Connecticut
– -$302K -6,231 Closed
CAAS
277
Capital Asset Advisory Services
Michigan
– -$250K -5,155 Closed
ECM
278
ExodusPoint Capital Management
New York
– -$232K -4,798 Closed
Group One Trading
279
Group One Trading
Illinois
– -$277K -4,665 Closed
Cambridge Investment Research Advisors
280
Cambridge Investment Research Advisors
Iowa
– -$207K -4,263 Closed
VI
281
Versor Investments
New York
– -$200K -4,132 Closed
ACM
282
Aquatic Capital Management
Illinois
– -$92K -1,900 Closed
MAM
283
Meeder Asset Management
Ohio
– -$53K -1,094 Closed
ETC
284
Exchange Traded Concepts
Oklahoma
– -$21K -433 Closed
Bessemer Group
285
Bessemer Group
New Jersey
– -$10K -208 Closed
AWM
286
Accel Wealth Management
Iowa
– -$3K -56 Closed
TPCW
287
TD Private Client Wealth
New York
– -$2.33K -48 Closed
SCA
288
Stonebridge Capital Advisors
Minnesota
– -$1K -20 Closed
SFG
289
Steward Financial Group
Texas
– +$771 +13 New
8 9 10 11
12

AGO Hedge Fund Activity: Q4 2022 in Review

265 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q4 2022, worth a combined $3.02B — up 13% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AGO positions and 24 closed out — a net gain of 22 holders — while 85 added to existing stakes and 98 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $9M. The largest seller was Putnam Investments, cutting an estimated $80.2M.

  • 265 institutional investors held Assured Guaranty (AGO) as of Q4 2022, up from 249 in Q3 2022.
  • Funds reported $3.02B of Assured Guaranty stock for Q4 2022, up 13% quarter-over-quarter.
  • 46 funds opened new Assured Guaranty positions in Q4 2022 and 24 closed out, a net change of +22 holders.
  • The largest Assured Guaranty buyer in Q4 2022 was D.E. Shaw & Co, an estimated $9M added.
  • The largest Assured Guaranty seller in Q4 2022 was Putnam Investments, an estimated $80.2M sold.

Based on aggregated 13F filings for Q4 2022.