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Federal Agricultural Mortgage
AGM

84 hedge funds and large institutions have $177M invested in Federal Agricultural Mortgage in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

2.09% less ownership

Funds ownership: 73.91% → 71.82% (-2.1%)

9% less funds holding

Funds holding: 92 → 84 (-8)

12% less capital invested

Capital invested by funds: $202M → $177M (-$25.2M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

87% less call options, than puts

Call options by funds: $60K | Put options by funds: $461K

Holders
84
Holders Change
-8
Holders Change %
-8.7%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
32
Reduced
33
Closed
13
Calls
$60K
Puts
$461K
Net Calls
-$401K
Net Calls Change
-$520K

Top Buyers

1
PCM
Portolan Capital Management
Massachusetts
+$3.09M
2
BIT
BlackRock Institutional Trust
California
+$552K
3
WA
Whitebox Advisors
Minnesota
+$541K
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$532K
5
LSV Asset Management
LSV Asset Management
Illinois
+$501K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.36M
2
FWSM
First Wilshire Securities Management
California
-$784K
3
Two Sigma Investments
Two Sigma Investments
New York
-$708K
4
Axa
Axa
France
-$677K
5
Stifel Financial
Stifel Financial
Missouri
-$651K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$1.1M -$304K -11,520 -21%
BIM
27
BlackRock Investment Management
Delaware
$1.06M -$4.78K -181 -0.4%
BlackRock
28
BlackRock
New York
$1.04M +$218K +8,264 +26%
AR
29
Advisory Research
Illinois
$950K -$110K -4,150 -10%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$839K +$184K +6,970 +27%
EVC
31
Eidelman Virant Capital
Missouri
$803K -$402K -15,201 -33%
TA
32
Teachers Advisors
New York
$713K – – –
Invesco
33
Invesco
Georgia
$620K +$8.9K +337 +1%
GCP
34
GSA Capital Partners
United Kingdom
$609K -$246K -9,300 -28%
Morgan Stanley
35
Morgan Stanley
New York
$555K +$31.9K +1,208 +6%
PI
36
Putnam Investments
Massachusetts
$545K +$21.8K +827 +4%
MERSOM
37
Municipal Employees' Retirement System of Michigan
Michigan
$522K +$532K +20,120 New
MC
38
Menta Capital
California
$494K -$27.5K -1,040 -5%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$493K -$2.64K -100 -0.5%
Citadel Advisors
40
Citadel Advisors
Florida
$489K +$493K +18,670 +9,429%
Millennium Management
41
Millennium Management
New York
$440K +$56.8K +2,150 +14%
RFC
42
Russell Frank Company
Washington
$427K -$6.92K -262 -2%
CAM
43
ClariVest Asset Management
California
$389K +$26.4K +1,000 +7%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$389K +$26.4K +1,000 +7%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$380K +$19K +719 +5%
IAMOG
46
Investors Asset Management of Georgia
Georgia
$334K -$26.4K -1,000 -7%
PPA
47
Parametric Portfolio Associates
Washington
$291K +$79.6K +3,013 +37%
Axa
48
Axa
France
$262K -$677K -25,640 -72%
Swiss National Bank
49
Swiss National Bank
Switzerland
$257K +$34.3K +1,300 +15%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$246K -$65.3K -2,471 -21%
1
2
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AGM Hedge Fund Activity: Q3 2015 in Review

84 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q3 2015, worth a combined $177M — down 12% from $202M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AGM and 6 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $3.09M. The largest seller was Ameriprise, cutting an estimated $2.36M.

  • 84 institutional investors held Federal Agricultural Mortgage (AGM) as of Q3 2015, down from 92 in Q2 2015.
  • Funds reported $177M of Federal Agricultural Mortgage stock for Q3 2015, down 12% quarter-over-quarter.
  • 6 funds opened new Federal Agricultural Mortgage positions in Q3 2015 and 13 closed out, a net change of -7 holders.
  • The largest Federal Agricultural Mortgage buyer in Q3 2015 was Portolan Capital Management, an estimated $3.09M added.
  • The largest Federal Agricultural Mortgage seller in Q3 2015 was Ameriprise, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2015.