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Assured Guaranty

261 hedge funds and large institutions have $3.14B invested in Assured Guaranty in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 56 increasing their positions, 122 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

40% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $10.4M

9% more funds holding

Funds holding: 240261 (+21)

2% more capital invested

Capital invested by funds: $3.07B → $3.14B (+$70.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.16% less ownership

Funds ownership: 89.92%89.75% (-0.16%)

54% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 122

Holders
261
Holders Change
+21
Holders Change %
+8.75%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
56
Reduced
122
Closed
26
Calls
$14.5M
Puts
$10.4M
Net Calls
+$4.12M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
151
Eaton Vance Management
Massachusetts
$504K +$13.8K +268 +3%
American Century Companies
152
American Century Companies
Missouri
$502K +$81.3K +1,581 +19%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$491K +$18K +350 +4%
BCI
154
Brinker Capital Investments
Pennsylvania
$482K +$14K +273 +3%
MOACM
155
Mutual of America Capital Management
New York
$479K -$9.93K -193 -2%
MFS
156
Mirabella Financial Services
United Kingdom
$473K +$485K +9,420 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$468K +$66.2K +1,287 +16%
UA
158
Unison Advisors
District of Columbia
$437K +$2.01K +39 +0.5%
QC
159
Quent Capital
New York
$419K +$430K +8,353 New
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$414K -$688K -13,367 -62%
Squarepoint
161
Squarepoint
New York
$405K +$152K +2,956 +58%
Truist Financial
162
Truist Financial
North Carolina
$394K +$404K +7,855 New
GAM
163
Gotham Asset Management
New York
$385K +$394K +7,666 New
KFA
164
Krane Funds Advisors
New York
$381K -$63.2K -1,229 -14%
ACM
165
AlphaCrest Capital Management
New York
$373K -$515K -10,013 -57%
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$365K -$39.3K -763 -9%
BC
167
Burney Company
Virginia
$346K -$2.57K -50 -0.7%
FTDI
168
First Trust Direct Indexing
Massachusetts
$343K +$40.5K +788 +13%
KPW
169
Kore Private Wealth
New York
$342K -$280K -5,449 -44%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$337K +$25.1K +487 +8%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$336K +$12.3K +240 +4%
CGH
172
Crossmark Global Holdings
Texas
$334K -$97.8K -1,900 -22%
NICM
173
Neo Ivy Capital Management
New York
$328K +$337K +6,540 New
Stifel Financial
174
Stifel Financial
Missouri
$325K +$9.83K +191 +3%
ECM
175
Everence Capital Management
Indiana
$320K

AGO Hedge Fund Activity: Q4 2021 in Review

261 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q4 2021, worth a combined $3.14B — up 2.3% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AGO positions and 26 closed out — a net gain of 25 holders — while 56 added to existing stakes and 122 trimmed.

The largest buyer was BlackRock, adding an estimated $51.1M. The largest seller was Goldman Sachs, cutting an estimated $68.7M.

  • 261 institutional investors held Assured Guaranty (AGO) as of Q4 2021, up from 240 in Q3 2021.
  • Funds reported $3.14B of Assured Guaranty stock for Q4 2021, up 2.3% quarter-over-quarter.
  • 51 funds opened new Assured Guaranty positions in Q4 2021 and 26 closed out, a net change of +25 holders.
  • The largest Assured Guaranty buyer in Q4 2021 was BlackRock, an estimated $51.1M added.
  • The largest Assured Guaranty seller in Q4 2021 was Goldman Sachs, an estimated $68.7M sold.

Based on aggregated 13F filings for Q4 2021.