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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$40.2M -$2.34M -27,794 -6%
Goldman Sachs
27
Goldman Sachs
New York
$32.9M -$2.56M -30,386 -7%
Ameriprise
28
Ameriprise
Minnesota
$32.4M +$12.4M +146,891 +65%
AQR Capital Management
29
AQR Capital Management
Connecticut
$31.6M +$2.97M +35,302 +11%
PVI
30
Pine Valley Investments
New Jersey
$26.3M -$758 -9 -0%
LI
31
LRI Investments
Florida
$24.7M +$23.8M +282,896 New
N
32
Nuveen
North Carolina
$24.6M -$10.8K -128 -0%
Victory Capital Management
33
Victory Capital Management
Texas
$24.3M -$2.24M -26,558 -9%
JP Morgan Chase
34
JP Morgan Chase
New York
$22M +$10.3M +122,339 +94%
First Trust Advisors
35
First Trust Advisors
Illinois
$21.3M +$6.46M +76,720 +46%
Bank of America
36
Bank of America
North Carolina
$21.1M -$11M -130,739 -35%
LFCM
37
Long Focus Capital Management
Puerto Rico
$20.9M -$4.21M -50,000 -17%
PFMOSF
38
Philadelphia Financial Management of San Francisco
California
$19.2M -$19.9M -235,787 -52%
ClearBridge Investments
39
ClearBridge Investments
New York
$17M -$4.83M -57,328 -23%
Legal & General Group
40
Legal & General Group
United Kingdom
$16.6M -$1.31M -15,582 -8%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$14M -$120K -1,419 -0.9%
EAM
42
Eagle Asset Management
Florida
$13.4M +$662K +7,860 +5%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$13.2M -$4.04M -47,931 -24%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$12.4M -$942K -11,175 -7%
RJA
45
Raymond James & Associates
Florida
$12.3M -$7.23M -85,836 -38%
CIM
46
Cambria Investment Management
California
$12.2M -$3.59M -42,610 -23%
Wells Fargo
47
Wells Fargo
California
$12.1M -$1.26M -14,985 -10%
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$11.9M +$844K +10,020 +8%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$10.9M +$4.06M +48,125 +63%
Man Group
50
Man Group
United Kingdom
$10.4M -$1.51M -17,881 -13%

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.