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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
Bank of America
51
Bank of America
North Carolina
$3.55M +$628K +3,860 +26%
Stifel Financial
52
Stifel Financial
Missouri
$3.54M +$576K +3,544 +24%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$3.53M +$1.39M +8,537 +86%
Swiss National Bank
54
Swiss National Bank
Switzerland
$3.51M -$342K -2,100 -10%
AI
55
AdvisorShares Investments
Maryland
$3.41M +$2.9M +17,853 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$3.08M -$203K -1,247 -7%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$2.87M -$3.25K -20 -0.1%
CS
58
Credit Suisse
Switzerland
$2.85M +$230K +1,414 +10%
EI
59
EAM Investors
California
$2.8M +$385K +2,368 +19%
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$2.74M -$149K -916 -6%
CSPAM
61
Cary Street Partners Asset Management
Virginia
$2.68M -$150K -923 -6%
QC
62
Quadrature Capital
United Kingdom
$2.67M +$753K +4,628 +50%
Allianz Asset Management
63
Allianz Asset Management
Germany
$2.62M
Baird Financial Group
64
Baird Financial Group
Wisconsin
$2.35M +$117K +720 +6%
EGM
65
Engineers Gate Manager
New York
$2.35M -$316K -1,943 -14%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$2.34M +$38.2K +235 +2%
AllianceBernstein
67
AllianceBernstein
Tennessee
$2.28M +$65.1K +400 +3%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$2.24M +$1.13M +6,947 +146%
RP
69
Riverwater Partners
Wisconsin
$2.17M +$13K +80 +0.7%
BAM
70
Belpointe Asset Management
Nevada
$2.11M +$813 +5 +0%
FCA
71
Fortis Capital Advisors
Kansas
$2.11M +$813 +5 +0%
WS
72
Wedbush Securities
California
$2.09M -$412K -2,534 -19%
UBS AM
73
UBS AM
Illinois
$2.09M
Deutsche Bank
74
Deutsche Bank
Germany
$1.95M +$773K +4,752 +88%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$1.87M -$80.3K -494 -5%