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Federal Agricultural Mortgage
AGM

83 hedge funds and large institutions have $194M invested in Federal Agricultural Mortgage in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

8% more funds holding

Funds holding: 77 → 83 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.18% less ownership

Funds ownership: 73.27% → 73.09% (-0.18%)

7% less capital invested

Capital invested by funds: $209M → $194M (-$15.1M)

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
32
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FP
Foundry Partners
Minnesota
+$1.43M
2
AR
Advisory Research
Illinois
+$1.22M
3
State Street
State Street
Massachusetts
+$1.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$700K
5
Prudential Financial
Prudential Financial
New Jersey
+$506K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.29M
2
FWSM
First Wilshire Securities Management
California
-$2.03M
3
MC
Menta Capital
California
-$572K
4
Boston Partners
Boston Partners
Massachusetts
-$476K
5
Stifel Financial
Stifel Financial
Missouri
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
AR
26
Advisory Research
Illinois
$1.16M +$1.22M +41,170 New
Prudential Financial
27
Prudential Financial
New Jersey
$1.16M +$506K +17,062 +71%
Axa
28
Axa
France
$1.01M +$97.7K +3,294 +10%
BIM
29
BlackRock Investment Management
Delaware
$977K +$2.05K +69 +0.2%
TA
30
Teachers Advisors
New York
$908K +$342K +11,515 +56%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$699K – – –
Stifel Financial
32
Stifel Financial
Missouri
$628K -$377K -12,700 -36%
RFC
33
Russell Frank Company
Washington
$616K +$154K +5,200 +31%
PI
34
Putnam Investments
Massachusetts
$559K -$14.8K -499 -2%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$536K -$8.9K -300 -2%
Invesco
36
Invesco
Georgia
$433K +$98.8K +3,331 +28%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$413K +$5.93K +200 +1%
MC
38
Menta Capital
California
$394K -$572K -19,282 -58%
CS
39
Credit Suisse
Switzerland
$393K -$36K -1,214 -8%
IAMOG
40
Investors Asset Management of Georgia
Georgia
$392K – – –
State Board of Administration of Florida Retirement System
41
State Board of Administration of Florida Retirement System
Florida
$385K -$55.7K -1,878 -12%
CAM
42
ClariVest Asset Management
California
$384K +$404K +13,600 New
Nordea Investment Management
43
Nordea Investment Management
Sweden
$383K +$404K +13,600 New
GMIM
44
General Motors Investment Management
New York
$308K +$46.2K +1,558 +17%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$304K – – –
DIA
46
Denver Investment Advisors
Colorado
$283K +$34.3K +1,155 +13%
NFA
47
Nationwide Fund Advisors
Ohio
$277K -$8.43K -284 -3%
Morgan Stanley
48
Morgan Stanley
New York
$260K -$42.6K -1,436 -13%
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$245K – – –
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$244K – – –
1
2
3 4

AGM Hedge Fund Activity: Q1 2015 in Review

83 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q1 2015, worth a combined $194M — down 7.2% from $209M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AGM positions and 5 closed out — a net gain of 6 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Foundry Partners, adding an estimated $1.43M. The largest seller was Wellington Management Group, cutting an estimated $4.29M.

  • 83 institutional investors held Federal Agricultural Mortgage (AGM) as of Q1 2015, up from 77 in Q4 2014.
  • Funds reported $194M of Federal Agricultural Mortgage stock for Q1 2015, down 7.2% quarter-over-quarter.
  • 11 funds opened new Federal Agricultural Mortgage positions in Q1 2015 and 5 closed out, a net change of +6 holders.
  • The largest Federal Agricultural Mortgage buyer in Q1 2015 was Foundry Partners, an estimated $1.43M added.
  • The largest Federal Agricultural Mortgage seller in Q1 2015 was Wellington Management Group, an estimated $4.29M sold.

Based on aggregated 13F filings for Q1 2015.