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Assured Guaranty

253 hedge funds and large institutions have $4.1B invested in Assured Guaranty in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 84 increasing their positions, 91 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 1525 (+10)

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

28% more capital invested

Capital invested by funds: $3.22B → $4.1B (+$886M)

7% more funds holding

Funds holding: 236253 (+17)

1.88% more ownership

Funds ownership: 93.68%95.56% (+1.9%)

8% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 91

34% less call options, than puts

Call options by funds: $153M | Put options by funds: $232M

Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
7.31%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.72%
New
52
Increased
84
Reduced
91
Closed
33
Calls
$153M
Puts
$232M
Net Calls
-$78.7M
Net Calls Change
-$25.3M

AGO Hedge Fund Activity: Q4 2013 in Review

253 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q4 2013, worth a combined $4.1B — up 28% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AGO positions and 33 closed out — a net gain of 19 holders — while 84 added to existing stakes and 91 trimmed.

The largest buyer was Fir Tree Capital Management, opening a new position worth an estimated $102M. The largest seller was Scopia Capital Management, exiting entirely with an estimated $106M sold.

  • 253 institutional investors held Assured Guaranty (AGO) as of Q4 2013, up from 236 in Q3 2013.
  • Funds reported $4.1B of Assured Guaranty stock for Q4 2013, up 28% quarter-over-quarter.
  • 52 funds opened new Assured Guaranty positions in Q4 2013 and 33 closed out, a net change of +19 holders.
  • The largest Assured Guaranty buyer in Q4 2013 was Fir Tree Capital Management, an estimated $102M added.
  • The largest Assured Guaranty seller in Q4 2013 was Scopia Capital Management, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2013.