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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 %
Bessemer Group
201
Bessemer Group
New Jersey
$285K -$10.3K -115 -4%
CAM
202
Cresset Asset Management
Illinois
$285K -$723K -8,030 -72%
SPC
203
Sigma Planning Corp
Michigan
$280K – – –
SCM
204
Shelton Capital Management
Colorado
$264K -$18.9K -210 -7%
CCM
205
Coldstream Capital Management
Washington
$257K -$45.6K -507 -15%
SFA
206
Sequoia Financial Advisors
Ohio
$255K -$4.05K -45 -2%
Focus Partners Wealth
207
Focus Partners Wealth
Massachusetts
$254K +$254K +2,820 New
URS
208
Utah Retirement Systems
Utah
$252K – – –
SRC
209
Sage Rhino Capital
California
$252K -$8.01K -89 -3%
DekaBank Deutsche Girozentrale
210
DekaBank Deutsche Girozentrale
Germany
$250K – – –
MFG
211
Merit Financial Group
Georgia
$250K +$250K +2,776 New
XT
212
XTX Topco
Cayman Islands
$249K -$782K -8,685 -76%
PA
213
Procyon Advisors
Connecticut
$245K -$11.5K -128 -4%
HWM
214
HB Wealth Management
Georgia
$243K +$243K +2,705 New
GI
215
GAMMA Investing
California
$239K +$67.5K +750 +39%
OC
216
Oppenheimer & Co
New York
$239K +$720 +8 +0.3%
AIM
217
Aigen Investment Management
New York
$238K +$238K +2,639 New
X
218
Xponance
Pennsylvania
$237K +$237K +2,628 New
FIM
219
Freedom Investment Management
Connecticut
$236K -$32.7K -363 -12%
FFM
220
Forum Financial Management
Illinois
$231K +$231K +2,571 New
CB
221
Commerce Bank
Missouri
$227K – – –
Prudential Financial
222
Prudential Financial
New Jersey
$225K -$8.19K -90 -4%
SWA
223
SOA Wealth Advisors
New York
$224K – – –
SWP
224
Stratos Wealth Partners
Ohio
$220K +$220K +2,442 New
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$214K +$214K +2,379 New
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