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Federal Agricultural Mortgage

215 hedge funds and large institutions have $1.4B invested in Federal Agricultural Mortgage in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $1.11B → $1.4B (+$285M)

22% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $17.6M

8% more funds holding

Funds holding: 199215 (+16)

1.34% more ownership

Funds ownership: 77.64%78.98% (+1.3%)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+16
Holders Change %
+8.04%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
72
Reduced
80
Closed
10
Calls
$21.4M
Puts
$17.6M
Net Calls
+$3.83M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$11.5M -$3.76M -23,091 -28%
Wells Fargo
27
Wells Fargo
California
$11.4M -$90.8K -558 -0.9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$11.3M +$69.9K +430 +0.7%
AA
29
Ancora Advisors
Ohio
$10.1M -$72.4K -445 -0.8%
UBS Group
30
UBS Group
Switzerland
$9.29M +$823K +5,061 +12%
BC
31
Barnett & Company
Tennessee
$8.83M -$6.5K -40 -0.1%
CAM
32
Crown Advisors Management
California
$7.65M +$813K +5,000 +14%
Invesco
33
Invesco
Georgia
$7.63M -$574K -3,531 -8%
FP
34
Foundry Partners
Minnesota
$7.4M -$107K -660 -2%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.36M +$80.7K +496 +1%
Goldman Sachs
36
Goldman Sachs
New York
$7.1M -$1.72M -10,598 -22%
EF
37
Empowered Funds
Pennsylvania
$6.87M +$449K +2,760 +8%
FWSM
38
First Wilshire Securities Management
California
$6.83M -$203K -1,246 -3%
GKIM
39
GW&K Investment Management
Massachusetts
$6.5M -$212K -1,305 -4%
BAM
40
Ballast Asset Management
Texas
$6.05M +$1.38M +8,469 +37%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$5.58M -$4.75M -29,188 -50%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$5.42M +$4.17M +25,638 +944%
First Trust Advisors
43
First Trust Advisors
Illinois
$5.11M -$82.3K -506 -2%
N
44
Nuveen
North Carolina
$4.89M -$980K -6,025 -19%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$4.65M +$290K +1,785 +8%
LSV Asset Management
46
LSV Asset Management
Illinois
$4.3M
EGI
47
EAM Global Investors
California
$3.7M +$3.15M +19,340 New
Barclays
48
Barclays
United Kingdom
$3.57M +$1.73M +10,636 +132%
SEI Investments
49
SEI Investments
Pennsylvania
$3.56M -$123K -758 -4%
HighTower Advisors
50
HighTower Advisors
Illinois
$3.55M +$20.3K +125 +0.7%