Assured Guaranty
275 hedge funds and large institutions have $4.6B invested in Assured Guaranty in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 33 closing their positions.
87% more call options, than puts
Call options by funds: $81.7M | Put options by funds: $43.7M
64% more funds holding in top 10
Funds holding in top 10: 11 → 18 (+7)
55% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 33
32% more capital invested
Capital invested by funds: $3.49B → $4.6B (+$1.11B)
5% more funds holding
Funds holding: 262 → 275 (+13)
2% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 100
1.8% less ownership
Funds ownership: 95.25% → 93.45% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$46.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$30.7M |
| 3 |
EC
EJF Capital
Arlington,
Virginia
|
+$22.3M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$17.5M |
| 5 |
GAM
Goldentree Asset Management
New York
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$94.2M |
| 2 |
O
OppenheimerFunds
New York
|
-$72.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$65.8M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$43.4M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$29.9M |
AGO Hedge Fund Activity: Q4 2016 in Review
275 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q4 2016, worth a combined $4.6B — up 32% from $3.49B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new AGO positions and 33 closed out — a net gain of 18 holders — while 98 added to existing stakes and 100 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $46.5M. The largest seller was Chartwell Investment Partners, cutting an estimated $94.2M.
- 275 institutional investors held Assured Guaranty (AGO) as of Q4 2016, up from 262 in Q3 2016.
- Funds reported $4.6B of Assured Guaranty stock for Q4 2016, up 32% quarter-over-quarter.
- 51 funds opened new Assured Guaranty positions in Q4 2016 and 33 closed out, a net change of +18 holders.
- The largest Assured Guaranty buyer in Q4 2016 was Schroder Investment Management Group, an estimated $46.5M added.
- The largest Assured Guaranty seller in Q4 2016 was Chartwell Investment Partners, an estimated $94.2M sold.
Based on aggregated 13F filings for Q4 2016.