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Federal Agricultural Mortgage

164 hedge funds and large institutions have $763M invested in Federal Agricultural Mortgage in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $3.88M

9% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 57

0.55% less ownership

Funds ownership: 76.71%76.16% (-0.55%)

4% less funds holding

Funds holding: 171164 (-7)

13% less capital invested

Capital invested by funds: $874M → $763M (-$111M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

Holders
164
Holders Change
-7
Holders Change %
-4.09%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
62
Reduced
57
Closed
23
Calls
$4.49M
Puts
$3.88M
Net Calls
+$604K
Net Calls Change
-$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
FWSM
26
First Wilshire Securities Management
California
$5.42M -$110K -901 -2%
BCM
27
Bridgeway Capital Management
Texas
$5.34M +$611K +5,000 +11%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.7M +$142K +1,165 +3%
GKIM
29
GW&K Investment Management
Massachusetts
$4.7M -$188K -1,536 -3%
BC
30
Barnett & Company
Tennessee
$4.69M +$196K +1,600 +4%
RJA
31
Raymond James & Associates
Florida
$4.6M +$61.6K +504 +1%
WC
32
Walthausen & Co
New York
$4.59M -$238K -1,950 -4%
FP
33
Foundry Partners
Minnesota
$3.65M -$85.6K -700 -2%
Renaissance Technologies
34
Renaissance Technologies
New York
$3.28M +$171K +1,400 +5%
BAM
35
Belpointe Asset Management
Nevada
$3.07M +$1.81M +14,763 +109%
UBS Group
36
UBS Group
Switzerland
$2.89M -$300K -2,452 -8%
Victory Capital Management
37
Victory Capital Management
Texas
$2.85M -$5.98M -48,892 -64%
Barclays
38
Barclays
United Kingdom
$2.79M -$1.39M -11,369 -31%
CAM
39
Crown Advisors Management
California
$2.71M
PPA
40
Parametric Portfolio Associates
Washington
$2.62M +$141K +1,153 +5%
Morgan Stanley
41
Morgan Stanley
New York
$2.6M -$1.09M -8,907 -27%
Goldman Sachs
42
Goldman Sachs
New York
$2.5M -$2.47M -20,205 -47%
CCA
43
Cruiser Capital Advisors
Connecticut
$2.48M -$498K -4,071 -15%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.37M +$196K +1,600 +8%
CSPAM
45
Cary Street Partners Asset Management
Virginia
$2.09M +$12.7K +104 +0.5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.93M +$23.7K +194 +1%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.92M -$1.59K -13 -0.1%
NIG
48
NFJ Investment Group
Texas
$1.81M -$4.77K -39 -0.2%
DA
49
Denali Advisors
California
$1.78M
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.66M -$325K -2,658 -15%

AGM Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q1 2022, worth a combined $763M — down 13% from $874M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AGM and 18 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 62 added.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $7.62M. The largest seller was Victory Capital Management, cutting an estimated $5.98M.

  • 164 institutional investors held Federal Agricultural Mortgage (AGM) as of Q1 2022, down from 171 in Q4 2021.
  • Funds reported $763M of Federal Agricultural Mortgage stock for Q1 2022, down 13% quarter-over-quarter.
  • 18 funds opened new Federal Agricultural Mortgage positions in Q1 2022 and 23 closed out, a net change of -5 holders.
  • The largest Federal Agricultural Mortgage buyer in Q1 2022 was Eagle Asset Management, an estimated $7.62M added.
  • The largest Federal Agricultural Mortgage seller in Q1 2022 was Victory Capital Management, an estimated $5.98M sold.

Based on aggregated 13F filings for Q1 2022.