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Assured Guaranty
AGO

264 hedge funds and large institutions have $3.82B invested in Assured Guaranty in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more capital invested

Capital invested by funds: $3.14B → $3.82B (+$678M)

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

1.75% more ownership

Funds ownership: 89.75% → 91.51% (+1.8%)

1% more funds holding

Funds holding: 261 → 264 (+3)

32% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 110

34% less call options, than puts

Call options by funds: $18M | Put options by funds: $27.2M

Holders
264
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
4.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
41
Increased
75
Reduced
110
Closed
37
Calls
$18M
Puts
$27.2M
Net Calls
-$9.17M
Net Calls Change
-$13.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$23.5M
2
PI
Putnam Investments
Massachusetts
+$13.7M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$10.7M
4
Invesco
Invesco
Georgia
+$6.41M
5
RP
Reinhart Partners
Wisconsin
+$6.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$82.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$28.4M
3
Boston Partners
Boston Partners
Massachusetts
-$17.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.9M
5
HF
HRT Financial
New York
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$336K – – –
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$328K +$9.58K +167 +3%
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$317K -$188K -3,272 -40%
DCM
179
Dupont Capital Management
Delaware
$315K +$284K +4,951 New
SG Americas Securities
180
SG Americas Securities
New York
$314K -$1.45M -25,223 -84%
PAMS
181
Pictet Asset Management (Switzerland)
Switzerland
$299K -$20.6K -360 -7%
JFGIW
182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$294K -$152K -2,651 -36%
QC
183
Quadrature Capital
United Kingdom
$275K +$247K +4,314 New
Creative Planning
184
Creative Planning
Kansas
$270K +$4.82K +84 +2%
ZCA
185
Zeke Capital Advisors
Pennsylvania
$266K +$7.63K +133 +3%
CAL
186
Capital Advisors Ltd
Ohio
$264K +$61.4K +1,070 +35%
BC
187
Burney Company
Virginia
$259K -$162K -2,820 -41%
RJT
188
Raymond James Trust
Florida
$257K -$3.9K -68 -2%
SPC
189
Sigma Planning Corp
Michigan
$248K -$17.2K -300 -7%
PAM
190
Panagora Asset Management
Massachusetts
$248K +$224K +3,900 New
Allspring Global Investments
191
Allspring Global Investments
North Carolina
$236K -$22.7K -396 -10%
ECM
192
Evergreen Capital Management
Washington
$232K +$209K +3,651 New
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$227K +$205K +3,567 New
URS
194
Utah Retirement Systems
Utah
$223K +$201K +3,500 New
EGM
195
Engineers Gate Manager
New York
$207K -$646K -11,259 -78%
RJFSA
196
Raymond James Financial Services Advisors
Florida
$203K +$183K +3,184 New
PI
197
PEAK6 Investments
Illinois
$162K +$146K +2,546 New
SWA
198
SOA Wealth Advisors
New York
$158K – – –
US Bancorp
199
US Bancorp
Minnesota
$149K -$16K -279 -11%
OC
200
Oakworth Capital
Alabama
$127K – – –
6 7
8
9 10

AGO Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q1 2022, worth a combined $3.82B — up 22% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AGO positions and 37 closed out — a net gain of 4 holders — while 75 added to existing stakes and 110 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23.5M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $82.9M.

  • 264 institutional investors held Assured Guaranty (AGO) as of Q1 2022, up from 261 in Q4 2021.
  • Funds reported $3.82B of Assured Guaranty stock for Q1 2022, up 22% quarter-over-quarter.
  • 41 funds opened new Assured Guaranty positions in Q1 2022 and 37 closed out, a net change of +4 holders.
  • The largest Assured Guaranty buyer in Q1 2022 was Vanguard Group, an estimated $23.5M added.
  • The largest Assured Guaranty seller in Q1 2022 was Thrivent Financial for Lutherans, an estimated $82.9M sold.

Based on aggregated 13F filings for Q1 2022.