Assured Guaranty
263 hedge funds and large institutions have $2.68B invested in Assured Guaranty in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 100 reducing their positions, and 30 closing their positions.
196% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $3.98M
8.93% more ownership
Funds ownership: 80.83% → 89.76% (+8.9%)
7% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 30
0% more funds holding
Funds holding: 262 → 263 (+1)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
10% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 100
11% less capital invested
Capital invested by funds: $3.02B → $2.68B (-$342M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$18.9M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$12M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$8.94M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.81M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$5.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$29.7M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$15M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$9.98M |
| 4 |
Man Group
London,
United Kingdom
|
-$9.64M |
| 5 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
-$6.48M |
AGO Hedge Fund Activity: Q1 2023 in Review
263 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q1 2023, worth a combined $2.68B — down 11% from $3.02B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AGO positions and 30 closed out — a net gain of 2 holders — while 90 added to existing stakes and 100 trimmed.
The largest buyer was Royce & Associates, adding an estimated $18.9M. The largest seller was Putnam Investments, cutting an estimated $29.7M.
- 263 institutional investors held Assured Guaranty (AGO) as of Q1 2023, up from 262 in Q4 2022.
- Funds reported $2.68B of Assured Guaranty stock for Q1 2023, down 11% quarter-over-quarter.
- 32 funds opened new Assured Guaranty positions in Q1 2023 and 30 closed out, a net change of +2 holders.
- The largest Assured Guaranty buyer in Q1 2023 was Royce & Associates, an estimated $18.9M added.
- The largest Assured Guaranty seller in Q1 2023 was Putnam Investments, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2023.