AGO icon

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 %
SPIA
276
Steward Partners Investment Advisory
New York
$14K +$2.79K +31 +25%
AAP
277
Arax Advisory Partners
Colorado
$13.1K – – –
FDCP
278
Foster Dykema Cabot & Partners
Massachusetts
$11.8K – – –
UB
279
UMB Bank
Missouri
$10.7K -$450 -5 -4%
RTL
280
Red Tortoise LLC
Georgia
$10.3K – – –
PTC
281
Private Trust Company
Ohio
$10.2K – – –
PS
282
Principal Securities
Iowa
$9.36K -$630 -7 -6%
IA
283
IFP Advisors
Florida
$9.09K +$6.12K +68 +206%
CA
284
Clearstead Advisors
Ohio
$8.64K – – –
GWM
285
Geneos Wealth Management
Colorado
$8.19K – – –
PGAM
286
Princeton Global Asset Management
New Jersey
$8.1K – – –
LC
287
Lindbrook Capital
California
$7.65K +$180 +2 +2%
WA
288
Whipplewood Advisors
Colorado
$7.56K +$7.56K +84 New
WA
289
WPG Advisers
Maryland
$6.84K +$6.84K +76 New
PWMG
290
Private Wealth Management Group
New Jersey
$6.66K – – –
JWA
291
JFS Wealth Advisors
Pennsylvania
$6.57K – – –
Mitsubishi UFJ Asset Management
292
Mitsubishi UFJ Asset Management
Japan
$6.41K – – –
GRP
293
Global Retirement Partners
California
$5.58K – – –
CTC
294
Central Trust Company
Missouri
$5.49K – – –
NA
295
NewEdge Advisors
Louisiana
$5.22K -$90 -1 -2%
TAM
296
Tucker Asset Management
Colorado
$4.95K – – –
SWM
297
Spire Wealth Management
Virginia
$4.88K +$4.88K +54 New
AIP
298
Arrowpoint Investment Partners
Singapore
$4.86K +$4.86K +54 New
CIAM
299
Caitong International Asset Management
Hong Kong
$4.77K +$4.77K +53 New
WCM
300
Westend Capital Management
California
$4.23K – – –
10 11
12
13 14