Federal Agricultural Mortgage
83 hedge funds and large institutions have $194M invested in Federal Agricultural Mortgage in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
8% more funds holding
Funds holding: 77 → 83 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.18% less ownership
Funds ownership: 73.27% → 73.09% (-0.18%)
7% less capital invested
Capital invested by funds: $209M → $194M (-$15.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$1.43M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
+$1.22M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$700K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.29M |
| 2 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$2.03M |
| 3 |
MC
Menta Capital
San Francisco,
California
|
-$572K |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$476K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$377K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Barclays
London,
United Kingdom
| $9K | -$8.25K | -278 | -47% |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| $9K | +$9.82K | +331 | New |
|
|
PAM
78
Panagora Asset Management
Boston,
Massachusetts
| $8K | – | – | – |
|
79
Teacher Retirement System of Texas
Austin,
Texas
| $8K | +$208 | +7 | +3% |
|
80
BNP Paribas Financial Markets
Paris,
France
| $6.82K | +$7.18K | +242 | New |
|
81
Simplex Trading
Chicago,
Illinois
| $2K | +$2.88K | +97 | New |
|
82
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
83
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $205 | +$5.73K | +193 | +3% |
|
84
Two Sigma Investments
New York
| – | -$300K | -9,899 | Closed |
|
85
AQR Capital Management
Greenwich,
Connecticut
| – | -$235K | -7,731 | Closed |
|
86
Goldman Sachs
New York
| – | -$209K | -6,898 | Closed |
|
87
UBS Group
Zurich,
Switzerland
| – | -$22K | -715 | Closed |
|
88
Parallax Volatility Advisers
San Francisco,
California
| – | -$10K | -322 | Closed |
|
AGM Hedge Fund Activity: Q1 2015 in Review
83 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q1 2015, worth a combined $194M — down 7.2% from $209M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AGM positions and 5 closed out — a net gain of 6 holders — while 32 added to existing stakes and 22 trimmed.
The largest buyer was Foundry Partners, adding an estimated $1.43M. The largest seller was Wellington Management Group, cutting an estimated $4.29M.
- 83 institutional investors held Federal Agricultural Mortgage (AGM) as of Q1 2015, up from 77 in Q4 2014.
- Funds reported $194M of Federal Agricultural Mortgage stock for Q1 2015, down 7.2% quarter-over-quarter.
- 11 funds opened new Federal Agricultural Mortgage positions in Q1 2015 and 5 closed out, a net change of +6 holders.
- The largest Federal Agricultural Mortgage buyer in Q1 2015 was Foundry Partners, an estimated $1.43M added.
- The largest Federal Agricultural Mortgage seller in Q1 2015 was Wellington Management Group, an estimated $4.29M sold.
Based on aggregated 13F filings for Q1 2015.