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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
Neuberger Berman Group
201
Neuberger Berman Group
New York
$393K -$72.6K -862 -16%
ECM
202
Evergreen Capital Management
Washington
$391K +$15.9K +189 +4%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$387K +$374K +4,434 New
CGH
204
Crossmark Global Holdings
Texas
$380K +$3.79K +45 +1%
PAM
205
Panagora Asset Management
Massachusetts
$370K -$15.8K -188 -4%
PRC
206
Pearl River Capital
Michigan
$364K +$352K +4,173 New
PTC
207
Petrus Trust Company
Texas
$362K +$349K +4,147 New
RJT
208
Raymond James Trust
Florida
$354K -$49.5K -588 -13%
SSA
209
Schonfeld Strategic Advisors
New York
$349K +$337K +4,000 New
Truist Financial
210
Truist Financial
North Carolina
$348K -$146K -1,729 -30%
NYLIM
211
New York Life Investment Management
New York
$346K +$335K +3,971 New
OAM
212
Oxford Asset Management
United Kingdom
$342K +$330K +3,918 New
UFF
213
USA Financial Formulas
Michigan
$336K +$325K +3,854 New
CAN
214
Cetera Advisor Networks
California
$333K -$338K -4,006 -51%
CCM
215
Coldstream Capital Management
Washington
$321K +$73.1K +868 +31%
US Bancorp
216
US Bancorp
Minnesota
$315K +$14.8K +176 +5%
CFM
217
Catalyst Funds Management
Australia
$314K +$303K +3,600 New
QCG
218
Quadrant Capital Group
Ohio
$301K +$15.7K +186 +6%
SCM
219
Shelton Capital Management
Colorado
$296K -$11.4K -135 -4%
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$279K -$2.02K -24 -0.7%
CB
221
Commerce Bank
Missouri
$277K +$1.01K +12 +0.4%
BHCM
222
Brevan Howard Capital Management
Jersey
$276K -$169K -2,005 -39%
TPI
223
Trust Point Inc
Wisconsin
$276K +$267K +3,163 New
PA
224
Procyon Advisors
Connecticut
$275K -$1.18K -14 -0.4%
SPC
225
Sigma Planning Corp
Michigan
$271K +$262K +3,106 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.