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Assured Guaranty
AGO

322 hedge funds and large institutions have $3.72B invested in Assured Guaranty in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% more ownership

Funds ownership: 88.53% → 88.61% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $3.72B → $3.72B (-$774K)

0% less funds holding

Funds holding: 323 → 322 (-1)

24% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 123

74% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $52.7M

Holders
322
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
93
Reduced
123
Closed
47
Calls
$13.9M
Puts
$52.7M
Net Calls
-$38.9M
Net Calls Change
-$49.8M

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
+$52.6M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$25.4M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$17.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$11.5M
5
American Century Companies
American Century Companies
Missouri
+$10.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$55.5M
2
BlackRock
BlackRock
New York
-$26.7M
3
Amundi
Amundi
France
-$23.1M
4
Victory Capital Management
Victory Capital Management
Texas
-$19.9M
5
Marshall Wace
Marshall Wace
United Kingdom
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMM
276
Naples Money Management
Florida
$15.9K – – –
WSFS
277
Wilmington Savings Fund Society
Delaware
$15K +$14.9K +189 New
HCP
278
Hexagon Capital Partners
Arkansas
$14.5K +$473 +6 +3%
DIP
279
DT Investment Partners
Pennsylvania
$12.4K – – –
S
280
SignatureFD
Georgia
$12.4K – – –
AAP
281
Arax Advisory Partners
Colorado
$11.6K +$11.5K +146 New
FDCP
282
Foster Dykema Cabot & Partners
Massachusetts
$10.4K – – –
SPIA
283
Steward Partners Investment Advisory
New York
$9.94K – – –
UB
284
UMB Bank
Missouri
$9.86K +$5.76K +73 +143%
RTL
285
Red Tortoise LLC
Georgia
$9.06K – – –
PTC
286
Private Trust Company
Ohio
$8.99K -$1.74K -22 -16%
PS
287
Principal Securities
Iowa
$8.83K -$1.81K -23 -17%
BCMLT
288
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.43K +$8.36K +106 New
CA
289
Clearstead Advisors
Ohio
$7.63K – – –
GWM
290
Geneos Wealth Management
Colorado
$7.24K +$7.18K +91 New
PGAM
291
Princeton Global Asset Management
New Jersey
$7.16K – – –
LC
292
Lindbrook Capital
California
$6.6K – – –
Jones Financial Companies
293
Jones Financial Companies
Missouri
$6.28K +$1.81K +23 +41%
ATS
294
Ashton Thomas Securities
New York
$6.2K +$6.15K +78 New
PWMG
295
Private Wealth Management Group
New Jersey
$5.88K – – –
JWA
296
JFS Wealth Advisors
Pennsylvania
$5.8K +$158 +2 +3%
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$5.65K – – –
GJWM
298
Gilliland Jeter Wealth Management
Arkansas
$5.57K – – –
GRP
299
Global Retirement Partners
California
$4.93K – – –
CTC
300
Central Trust Company
Missouri
$4.85K +$946 +12 +24%
10 11
12
13 14

AGO Hedge Fund Activity: Q3 2024 in Review

322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q3 2024, worth a combined $3.72B — down 0.02% from $3.72B a quarter earlier.

Fund positioning in AGO was balanced in Q3 2024: 47 funds opened new positions, 47 closed out, 93 added to existing stakes and 123 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $52.6M. The largest seller was Citadel Advisors, cutting an estimated $55.5M.

  • 322 institutional investors held Assured Guaranty (AGO) as of Q3 2024, down from 323 in Q2 2024.
  • Funds reported $3.72B of Assured Guaranty stock for Q3 2024, down 0.02% quarter-over-quarter.
  • 47 funds opened new Assured Guaranty positions in Q3 2024 and 47 closed out, a net change of 0 holders.
  • The largest Assured Guaranty buyer in Q3 2024 was River Road Asset Management, an estimated $52.6M added.
  • The largest Assured Guaranty seller in Q3 2024 was Citadel Advisors, an estimated $55.5M sold.

Based on aggregated 13F filings for Q3 2024.