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Federal Agricultural Mortgage
AGM

Overview Fund Activity

199 hedge funds and large institutions have $1.11B invested in Federal Agricultural Mortgage in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 18 closing their positions.

Holders
199
Holders Change
+6
Holders Change %
+3.11%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
25
Increased
69
Reduced
74
Closed
18
Calls
$8.02M
Puts
$10.6M
Net Calls
-$2.55M
Net Calls Change
-$2.49M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.2M
3
Millennium Management
3
Millennium Management
New York
$17.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.73M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$2.36M

Top Sellers

1
BlackRock
1
BlackRock
New York
$134M
2
CCM
2
Copeland Capital Management
Pennsylvania
$44.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.2M
4
DA
4
Denali Advisors
California
$1.79M
5
Boston Partners
5
Boston Partners
Massachusetts
$73.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$9.31M 60,367 -4,621 -7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$9.01M 58,409 +12,053 +26%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$9M 58,355 +9,739 +20%
AA
29
Ancora Advisors
Ohio
$8.24M 53,387 -3,135 -6%
BCM
30
Bridgeway Capital Management
Texas
$7.78M 50,398 +1,896 +4%
Goldman Sachs
31
Goldman Sachs
New York
$7.36M 47,714 +3,397 +8%
BC
32
Barnett & Company
Tennessee
$7.13M 46,231 -1,274 -3%
UBS Group
33
UBS Group
Switzerland
$6.71M 43,503 +2,329 +6%
Invesco
34
Invesco
Georgia
$6.7M 43,422 +3,481 +9%
FP
35
Foundry Partners
Minnesota
$6.07M 39,335 -4,900 -11%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.86M 37,974 +4,898 +15%
FWSM
37
First Wilshire Securities Management
California
$5.7M 36,952 -9,915 -21%
GKIM
38
GW&K Investment Management
Massachusetts
$5.45M 35,316 -893 -2%
CAM
39
Crown Advisors Management
California
$5.4M 35,000 +5,000 +17%
EF
40
Empowered Funds
Pennsylvania
$5.12M 33,180 +426 +1%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$4.87M 31,589 -84 -0.3%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.2M 27,209 +713 +3%
Citadel Advisors
43
Citadel Advisors
Florida
$3.73M 24,185 +15,743 +186%
BAM
44
Ballast Asset Management
Texas
$3.57M 23,168 +23,168 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$3.48M 22,532 -614 -3%
LSV Asset Management
46
LSV Asset Management
Illinois
$3.47M 22,500 – –
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.16M 20,481 +300 +1%
SEI Investments
48
SEI Investments
Pennsylvania
$2.99M 19,371 +3,577 +23%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.84M 18,453 -416 -2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$2.81M 16,776 +1,241 +8%
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