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Assured Guaranty

322 hedge funds and large institutions have $4.21B invested in Assured Guaranty in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 117 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

13% more capital invested

Capital invested by funds: $3.72B → $4.21B (+$495M)

3.37% more ownership

Funds ownership: 88.61%91.99% (+3.4%)

0% more funds holding

Funds holding: 322322 (0)

9% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 117

77% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $61.5M

Holders
322
Holders Change
Holders Change %
0%
% of All Funds
4.24%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
41
Increased
106
Reduced
117
Closed
35
Calls
$14.3M
Puts
$61.5M
Net Calls
-$47.2M
Net Calls Change
-$8.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$597M -$163K -1,857 -0%
BlackRock
2
BlackRock
New York
$572M +$6.05M +69,094 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$404M -$21.1M -241,215 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$341M -$16.4M -187,715 -5%
State Street
5
State Street
Massachusetts
$174M +$5.6K +64 +0%
RRAM
6
River Road Asset Management
Kentucky
$100M +$39.3M +449,310 +67%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$95.4M -$5.64M -64,423 -6%
RP
8
Reinhart Partners
Wisconsin
$90.5M +$2.45M +28,026 +3%
AQR Capital Management
9
AQR Capital Management
Connecticut
$89.8M +$1.19M +13,552 +1%
RA
10
Royce & Associates
New York
$89.1M +$793K +9,062 +0.9%
Principal Financial Group
11
Principal Financial Group
Iowa
$83M -$427K -4,879 -0.5%
American Century Companies
12
American Century Companies
Missouri
$81.3M +$8.5M +97,091 +12%
Boston Partners
13
Boston Partners
Massachusetts
$72.9M +$22.2M +254,063 +46%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$71.8M -$2.21M -25,278 -3%
Allianz Asset Management
15
Allianz Asset Management
Germany
$64.7M +$5.82M +66,487 +10%
Brown Advisory
16
Brown Advisory
Maryland
$56.5M -$2.11M -24,116 -4%
Norges Bank
17
Norges Bank
Norway
$50.4M -$937K -10,702 -2%
Morgan Stanley
18
Morgan Stanley
New York
$50.3M -$3.65M -41,684 -7%
Northern Trust
19
Northern Trust
Illinois
$48M +$5.55M +63,375 +13%
First Trust Advisors
20
First Trust Advisors
Illinois
$44M +$20.2M +230,258 +89%
Invesco
21
Invesco
Georgia
$41.4M +$3.74M +42,762 +10%
Franklin Resources
22
Franklin Resources
California
$40.9M -$3.02M -34,476 -7%
Charles Schwab
23
Charles Schwab
California
$39.4M -$8.63M -98,597 -18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$37.7M +$374K +4,272 +1%
Goldman Sachs
25
Goldman Sachs
New York
$35.7M +$410K +4,684 +1%

AGO Hedge Fund Activity: Q4 2024 in Review

322 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Assured Guaranty (AGO) for Q4 2024, worth a combined $4.21B — up 13% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AGO positions and 35 closed out — a net gain of 6 holders — while 106 added to existing stakes and 117 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $39.3M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $29.8M.

  • 322 institutional investors held Assured Guaranty (AGO) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $4.21B of Assured Guaranty stock for Q4 2024, up 13% quarter-over-quarter.
  • 41 funds opened new Assured Guaranty positions in Q4 2024 and 35 closed out, a net change of +6 holders.
  • The largest Assured Guaranty buyer in Q4 2024 was River Road Asset Management, an estimated $39.3M added.
  • The largest Assured Guaranty seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2024.