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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
LC
301
Lindbrook Capital
California
$7.5K +$253 +3 +4%
IA
302
IFP Advisors
Florida
$7.16K
JWA
303
JFS Wealth Advisors
Pennsylvania
$6.2K
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$6.2K
GJWM
305
Gilliland Jeter Wealth Management
Arkansas
$6.11K +$5.9K +70 New
GRP
306
Global Retirement Partners
California
$5.41K -$253 -3 -5%
TAM
307
Tucker Asset Management
Colorado
$4.8K
CTC
308
Central Trust Company
Missouri
$4.28K
WCM
309
Westend Capital Management
California
$4.1K +$3.96K +47 New
RAM
310
Riggs Asset Management
Pennsylvania
$3.93K +$3.79K +45 New
PWMG
311
Private Wealth Management Group
New Jersey
$3.84K
MG
312
Mather Group
Illinois
$3.52K +$3.96K +47 New
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$3.32K -$590 -7 -16%
DA
314
Denali Advisors
California
$2.97K +$590 +7 +26%
BIA
315
Bell Investment Advisors
California
$2.53K
SIC
316
SJS Investment Consulting
Ohio
$2.09K
AFG
317
Albion Financial Group
Utah
$2.09K +$2.02K +24 New
UB
318
UMB Bank
Missouri
$2.09K +$2.02K +24 New
PWMG
319
Prestige Wealth Management Group
New Jersey
$1.83K
CFO
320
CVA Family Office
Colorado
$1.75K
FHA
321
First Horizon Advisors
Tennessee
$1.48K
FGAM
322
Financial Gravity Asset Management
Texas
$1.44K +$1.43K +17 New
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$1.22K
DWA
324
Delos Wealth Advisors
Texas
$1.22K +$1.18K +14 New
AW
325
Avion Wealth
Texas
$1K +$506 +6 New

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.