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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 %
GWP
301
Gen-Wealth Partners
Michigan
$4.14K – – –
BIA
302
Bell Investment Advisors
California
$3.96K +$1.35K +15 +52%
BBHC
303
Brown Brothers Harriman & Co
New York
$3.87K – – –
GBT
304
Grove Bank & Trust
Florida
$3.33K +$3.33K +37 New
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$3.15K -$270 -3 -8%
CFO
306
CVA Family Office
Colorado
$2.43K – – –
LFG
307
Larson Financial Group
Missouri
$2.25K – – –
AFG
308
Albion Financial Group
Utah
$2.16K – – –
HNW
309
High Note Wealth
Minnesota
$2.16K +$2.16K +24 New
SIC
310
SJS Investment Consulting
Ohio
$1.89K -$270 -3 -13%
PWMG
311
Prestige Wealth Management Group
New Jersey
$1.89K – – –
CSPIA
312
Cary Street Partners Investment Advisory
Virginia
$1.71K -$1.53M -17,014 -100%
BGAI
313
Bruce G. Allen Investments
Colorado
$1.71K +$450 +5 +36%
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$1.53K – – –
CYG
315
Clean Yield Group
Vermont
$1.53K – – –
FHA
316
First Horizon Advisors
Tennessee
$1.53K – – –
RIL
317
Rothschild Investment LLC
Illinois
$900 – – –
S
318
Sachetta
Massachusetts
$811 – – –
GFPC
319
Global Financial Private Client
Florida
$450 +$450 +5 New
AWM
320
Abound Wealth Management
Tennessee
$271 +$271 +3 New
PWM
321
Parkworth Wealth Management
California
$270 +$270 +3 New
TFM
322
TFC Financial Management
Massachusetts
$91 – – –
AP
323
Advisors Preferred
Maryland
– -$6.67M -84,396 Closed
TI
324
Trexquant Investment
Connecticut
– -$5.55M -69,850 Closed
Marshall Wace
325
Marshall Wace
United Kingdom
– -$2.54M -31,923 Closed
11 12
13
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