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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
Mariner
176
Mariner
Kansas
$565K +$42.9K +509 +9%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$560K -$21.7K -258 -4%
Deutsche Bank
178
Deutsche Bank
Germany
$526K -$65.6K -778 -11%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$518K -$50.6K -600 -9%
SAM
180
Shell Asset Management
Netherlands
$517K -$56.3K -668 -9%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$513K +$169 +2 +0%
CT
182
ClearAlpha Technologies
Connecticut
$509K +$491K +5,830 New
FTDI
183
First Trust Direct Indexing
Massachusetts
$502K -$12.4K -147 -2%
BCI
184
Brinker Capital Investments
Pennsylvania
$498K -$98.6K -1,170 -17%
OPS
185
Orion Portfolio Solutions
Nebraska
$498K -$98.6K -1,170 -17%
Prudential Financial
186
Prudential Financial
New Jersey
$480K +$464K +5,501 New
EP
187
Edgestream Partners
New Jersey
$459K -$143K -1,701 -24%
CAL
188
Capital Advisors Ltd
Ohio
$459K
CIS
189
Custom Index Systems
New York
$454K +$439K +5,205 New
SEC
190
Seven Eight Capital
New York
$452K +$437K +5,186 New
Lazard Asset Management
191
Lazard Asset Management
New York
$448K +$99.6K +1,182 +30%
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
$447K -$13.4K -159 -3%
MFS
193
Mirabella Financial Services
United Kingdom
$445K +$429K +5,094 New
AIM
194
ARGA Investment Management
Connecticut
$444K
CIP
195
Convergence Investment Partners
Florida
$431K +$121K +1,434 +41%
VF
196
Virtu Financial
New York
$422K +$408K +4,841 New
FRA
197
Front Row Advisors
California
$417K +$5.56K +66 +1%
PGFC
198
Peapack-Gladstone Financial Corp
New Jersey
$414K -$79.5K -944 -17%
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$411K +$111K +1,320 +39%
OC
200
Oppenheimer & Co
New York
$395K +$381K +4,526 New

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.