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Federal Agricultural Mortgage
AGM

Overview Fund Activity

183 hedge funds and large institutions have $759M invested in Federal Agricultural Mortgage in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+17
Holders Change %
+10.24%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
38
Increased
67
Reduced
47
Closed
15
Calls
$1.05M
Puts
$4.29M
Net Calls
-$3.25M
Net Calls Change
+$2.57M

Top Buyers

1
CCM
1
Copeland Capital Management
Pennsylvania
$37.1M
2
EAM
2
Eagle Asset Management
Florida
$10.9M
3
Charles Schwab
3
Charles Schwab
California
$27.3M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$31.4M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$13.2M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$15.1M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.2M
4
BlackRock
4
BlackRock
New York
$163M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$5.44M +$655K +5,813 +14%
BCM
27
Bridgeway Capital Management
Texas
$5.24M – – –
BC
28
Barnett & Company
Tennessee
$5.17M +$502K +4,450 +11%
FP
29
Foundry Partners
Minnesota
$5.12M -$7.33K -65 -0.1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$5M +$169K +1,500 +4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.96M +$67.5K +599 +1%
Renaissance Technologies
32
Renaissance Technologies
New York
$4.36M +$1.18M +10,500 +37%
UBS Group
33
UBS Group
Switzerland
$4.29M +$99.4K +882 +2%
GKIM
34
GW&K Investment Management
Massachusetts
$4.24M -$36.3K -322 -0.8%
Goldman Sachs
35
Goldman Sachs
New York
$3.69M +$707K +6,275 +24%
CAM
36
Crown Advisors Management
California
$3.38M – – –
Morgan Stanley
37
Morgan Stanley
New York
$3.1M -$563K -4,998 -15%
Barclays
38
Barclays
United Kingdom
$2.99M +$184K +1,632 +7%
BAM
39
Belpointe Asset Management
Nevada
$2.79M -$184K -1,631 -6%
FCA
40
Fortis Capital Advisors
Kansas
$2.77M +$2.77M +24,594 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.63M +$487K +4,322 +23%
CCA
42
Cruiser Capital Advisors
Connecticut
$2.57M – – –
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.52M +$56.4K +500 +2%
Invesco
44
Invesco
Georgia
$2.47M +$499K +4,430 +25%
CSPAM
45
Cary Street Partners Asset Management
Virginia
$2.46M +$59.1K +524 +2%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.28M -$113K -1,000 -5%
NIG
47
NFJ Investment Group
Texas
$1.8M -$428K -3,795 -19%
Stifel Financial
48
Stifel Financial
Missouri
$1.71M +$155K +1,377 +10%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.65M -$1.58K -14 -0.1%
Bank of America
50
Bank of America
North Carolina
$1.64M +$344K +3,053 +27%
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