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.
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: 281 → 333 (+52)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$137M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$76.6M |
| 3 |
Jane Street
New York
|
+$62.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$57.1M |
| 5 |
Cerity Partners
New York
|
+$40M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67.8M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$47M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$21.2M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$19.9M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$14.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
XT
351
XTX Topco
George Town,
Cayman Islands
| – | -$427K | -5,702 | Closed |
|
|
JFG
352
Jefferies Financial Group
New York
| – | -$402K | -5,377 | Closed |
|
353
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| – | -$255K | -3,409 | Closed |
|
|
OSAM
354
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$210K | -2,805 | Closed |
|
|
PMEF
355
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$129K | -1,725 | Closed |
|
|
AIC
356
Archer Investment Corporation
Carmel,
Indiana
| – | -$76.3K | -1,020 | Closed |
|
|
ASN
357
Advisory Services Network
Atlanta,
Georgia
| – | -$47.1K | -629 | Closed |
|
|
PE
358
Point72 Europe
London,
United Kingdom
| – | -$14.4K | -192 | Closed |
|
|
AT
359
Arlington Trust
Birmingham,
Alabama
| – | -$1.35K | -18 | Closed |
|
|
HIA
360
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$843 | -10 | Closed |
|
|
MHR
361
Matthew Hamilton Rosenberg
| – | -$75 | -1 | Closed |
|
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.