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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
ST
276
Smithfield Trust
Pennsylvania
$23K
EC
277
EntryPoint Capital
New York
$22.3K -$120K -1,423 -85%
HNB
278
Huntington National Bank
Ohio
$21.1K +$18K +214 +764%
BTI
279
Blue Trust Inc
Georgia
$19.4K -$1.01K -12 -5%
S
280
SignatureFD
Georgia
$19.4K +$5.39K +64 +41%
HCP
281
Hexagon Capital Partners
Arkansas
$19.2K +$674 +8 +4%
PCM
282
Peregrine Capital Management
Minnesota
$19K
NMM
283
Naples Money Management
Florida
$17.4K +$2.53K +30 +18%
SWS
284
SYSTM Wealth Solutions
Illinois
$16.7K -$1.43K -17 -8%
Osaic Holdings
285
Osaic Holdings
Arizona
$16.1K -$375K -4,447 -96%
DIP
286
DT Investment Partners
Pennsylvania
$15.7K
HT
287
Headlands Technologies
Illinois
$15.6K +$15.1K +179 New
PTC
288
Private Trust Company
Ohio
$12.5K -$3.29K -39 -21%
FFA
289
Farther Finance Advisors
California
$12.4K
C
290
Covestor
United Kingdom
$12K +$9.69K +115 +605%
FDCP
291
Foster Dykema Cabot & Partners
Massachusetts
$11.4K
IGWM
292
ICA Group Wealth Management
Colorado
$11.4K
SAM
293
Smartleaf Asset Management
Massachusetts
$11.3K +$10.9K +129 New
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$11K +$506 +6 +5%
SPIA
295
Steward Partners Investment Advisory
New York
$10.9K +$10.5K +125 New
RTL
296
Red Tortoise LLC
Georgia
$9.95K
PS
297
Principal Securities
Iowa
$9.86K -$49.7K -590 -84%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$8.47K +$8.34K +99 New
VWM
299
Venturi Wealth Management
Texas
$7.77K +$4.89K +58 +187%
CA
300
Clearstead Advisors
Ohio
$7.52K

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.