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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.68M +$228K +2,299 +17%
Macquarie Group
52
Macquarie Group
Australia
$1.68M
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$1.59M +$34.9K +352 +2%
AQR Capital Management
54
AQR Capital Management
Connecticut
$1.54M -$190K -1,912 -12%
JP Morgan Chase
55
JP Morgan Chase
New York
$1.52M -$1.01M -10,228 -42%
First Trust Advisors
56
First Trust Advisors
Illinois
$1.42M +$1.3M +13,124 New
Bank of America
57
Bank of America
North Carolina
$1.41M +$5.15K +52 +0.4%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.35M -$14K -141 -1%
LS
59
Livforsakringsbolaget Skandia
Sweden
$1.24M
PM
60
Precept Management
Texas
$1.19M +$1.09M +11,000 New
Prudential Financial
61
Prudential Financial
New Jersey
$1.17M +$160K +1,619 +18%
IAMOG
62
Investors Asset Management of Georgia
Georgia
$1.13M
Baird Financial Group
63
Baird Financial Group
Wisconsin
$1.09M -$14.2K -143 -1%
JIR
64
James Investment Research
Ohio
$1.02M
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$1.01M +$310K +3,123 +50%
SAM
66
Shell Asset Management
Netherlands
$988K -$38.7K -390 -4%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$915K +$2.48K +25 +0.3%
HEIP
68
Hudson Edge Investment Partners
New Jersey
$912K
Ameriprise
69
Ameriprise
Minnesota
$906K -$3.17M -31,940 -79%
EVC
70
Eidelman Virant Capital
Missouri
$889K
Stifel Financial
71
Stifel Financial
Missouri
$864K -$119K -1,199 -13%
SEI Investments
72
SEI Investments
Pennsylvania
$859K +$68.9K +695 +10%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$845K -$306K -3,085 -28%
AllianceBernstein
74
AllianceBernstein
Tennessee
$836K
Deutsche Bank
75
Deutsche Bank
Germany
$828K -$15.3K -154 -2%

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.