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Federal Agricultural Mortgage

146 hedge funds and large institutions have $757M invested in Federal Agricultural Mortgage in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

11% more call options, than puts

Call options by funds: $5.64M | Put options by funds: $5.07M

9% more capital invested

Capital invested by funds: $697M → $757M (+$60.3M)

5% more funds holding

Funds holding: 139146 (+7)

0.82% less ownership

Funds ownership: 76.42%75.6% (-0.82%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
16
Increased
55
Reduced
43
Closed
8
Calls
$5.64M
Puts
$5.07M
Net Calls
+$569K
Net Calls Change
+$490K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Ancora Advisors
Ohio
$5.74M +$2.26M +22,791 +76%
GKIM
27
GW&K Investment Management
Massachusetts
$5.11M -$855K -8,622 -15%
RJA
28
Raymond James & Associates
Florida
$4.67M +$75.3K +760 +2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$4.62M +$80.4K +811 +2%
BC
30
Barnett & Company
Tennessee
$4.61M +$94.2K +950 +2%
DA
31
Denali Advisors
California
$4.21M -$842K -8,500 -18%
FP
32
Foundry Partners
Minnesota
$3.85M -$978K -9,865 -22%
BCM
33
Bridgeway Capital Management
Texas
$3.71M +$2.4M +24,200 +242%
Morgan Stanley
34
Morgan Stanley
New York
$3.49M +$245K +2,476 +8%
Goldman Sachs
35
Goldman Sachs
New York
$3.32M +$792K +7,988 +35%
Barclays
36
Barclays
United Kingdom
$3.24M +$1.21M +12,212 +69%
PPA
37
Parametric Portfolio Associates
Washington
$3.19M -$19.6K -198 -0.7%
American Century Companies
38
American Century Companies
Missouri
$3.1M +$380K +3,838 +16%
Renaissance Technologies
39
Renaissance Technologies
New York
$3.06M -$287K -2,900 -9%
CCA
40
Cruiser Capital Advisors
Connecticut
$3.03M
WC
41
Walthausen & Co
New York
$2.92M -$279K -2,810 -9%
UBS Group
42
UBS Group
Switzerland
$2.74M +$803K +8,105 +47%
CAM
43
Crown Advisors Management
California
$2.71M +$2.48M +25,000 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$2.49M -$129K -1,301 -5%
Swiss National Bank
45
Swiss National Bank
Switzerland
$2.2M
CSPAM
46
Cary Street Partners Asset Management
Virginia
$2.17M -$524K -5,285 -21%
Invesco
47
Invesco
Georgia
$2.11M -$2.78M -28,096 -59%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.02M -$549K -5,539 -23%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.95M +$13.1K +132 +0.7%
NIG
50
NFJ Investment Group
Texas
$1.89M

AGM Hedge Fund Activity: Q3 2021 in Review

146 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q3 2021, worth a combined $757M — up 8.7% from $697M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AGM positions and 8 closed out — a net gain of 8 holders — while 55 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock, adding an estimated $13.8M. The largest seller was Vanguard Group, cutting an estimated $15M.

  • 146 institutional investors held Federal Agricultural Mortgage (AGM) as of Q3 2021, up from 139 in Q2 2021.
  • Funds reported $757M of Federal Agricultural Mortgage stock for Q3 2021, up 8.7% quarter-over-quarter.
  • 16 funds opened new Federal Agricultural Mortgage positions in Q3 2021 and 8 closed out, a net change of +8 holders.
  • The largest Federal Agricultural Mortgage buyer in Q3 2021 was BlackRock, an estimated $13.8M added.
  • The largest Federal Agricultural Mortgage seller in Q3 2021 was Vanguard Group, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2021.