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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 %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$1.42M +$585K +6,496 +70%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$1.37M +$416K +4,620 +44%
AB
128
Amalgamated Bank
New York
$1.36M -$52.6K -585 -4%
CSP
129
Cary Street Partners
Virginia
$1.35M +$1.35M +15,014 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$1.33M +$44.6K +496 +3%
ASRS
131
Arizona State Retirement System
Arizona
$1.31M -$34.2K -380 -3%
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$1.21M -$68.9K -765 -5%
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$1.21M -$541K -6,005 -31%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$1.17M +$108K +1,200 +10%
Citadel Advisors
135
Citadel Advisors
Florida
$1.16M -$4.37M -48,518 -79%
KAS
136
Kestra Advisory Services
Texas
$1.14M +$1.17K +13 +0.1%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$1.13M +$11.2K +124 +1%
Creative Planning
138
Creative Planning
Kansas
$1.1M +$96.3K +1,070 +10%
OAM
139
Oxford Asset Management
United Kingdom
$1.09M +$1.09M +12,101 New
MAA
140
Mraz Amerine & Associates
California
$1.07M -$900 -10 -0.1%
Stifel Financial
141
Stifel Financial
Missouri
$1.04M -$139K -1,544 -12%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$1.01M -$36K -400 -3%
Corient Private Wealth
143
Corient Private Wealth
Florida
$991K -$216K -3,839 -18%
CAM
144
Chou Associates Management
Ontario, Canada
$989K – – –
SEI Investments
145
SEI Investments
Pennsylvania
$983K -$1.96M -21,809 -67%
TI
146
Tidal Investments
Wisconsin
$968K -$37.8K -420 -4%
JIR
147
James Investment Research
Ohio
$933K – – –
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$919K -$32K -356 -3%
HighTower Advisors
149
HighTower Advisors
Illinois
$908K +$10.2K +113 +1%
FRM
150
Fox Run Management
Connecticut
$901K +$387K +4,295 +75%
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