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Federal Agricultural Mortgage
AGM

183 hedge funds and large institutions have $759M invested in Federal Agricultural Mortgage in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

10% more funds holding

Funds holding: 166 → 183 (+17)

7% more capital invested

Capital invested by funds: $709M → $759M (+$49.6M)

0.16% more ownership

Funds ownership: 77.13% → 77.3% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

76% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $4.29M

Holders
183
Holders Change
+17
Holders Change %
+10.24%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
38
Increased
67
Reduced
47
Closed
15
Calls
$1.05M
Puts
$4.29M
Net Calls
-$3.25M
Net Calls Change
+$2.57M

Top Buyers

1
CCM
Copeland Capital Management
Pennsylvania
+$2.72M
2
EAM
Eagle Asset Management
Florida
+$2.4M
3
Charles Schwab
Charles Schwab
California
+$1.92M
4
Principal Financial Group
Principal Financial Group
Iowa
+$1.47M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.4M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$8.82M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$6.42M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.28M
4
BlackRock
BlackRock
New York
-$1.81M
5
N
Nuveen
North Carolina
-$991K
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$424K – – –
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$422K +$11.4K +99 +3%
GRP
103
Global Retirement Partners
California
$412K – – –
SG Americas Securities
104
SG Americas Securities
New York
$400K +$64.7K +562 +19%
SSA
105
Schonfeld Strategic Advisors
New York
$400K +$408K +3,546 New
Neuberger Berman Group
106
Neuberger Berman Group
New York
$398K +$1.5K +13 +0.4%
HW
107
Hancock Whitney
Mississippi
$379K -$1.61K -14 -0.4%
Citadel Advisors
108
Citadel Advisors
Florida
$370K +$378K +3,282 New
NFG
109
Nations Financial Group
Iowa
$361K -$2.3K -20 -0.6%
VA
110
Valmark Advisers
Ohio
$324K +$331K +2,875 New
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$315K -$368K -3,195 -53%
BCI
112
Brinker Capital Investments
Pennsylvania
$306K +$27K +235 +9%
DekaBank Deutsche Girozentrale
113
DekaBank Deutsche Girozentrale
Germany
$303K +$311K +2,700 New
ASRS
114
Arizona State Retirement System
Arizona
$295K +$11.2K +97 +4%
ECM
115
EMC Capital Management
Texas
$270K – – –
EGM
116
Engineers Gate Manager
New York
$269K +$275K +2,387 New
Creative Planning
117
Creative Planning
Kansas
$268K +$30.6K +266 +13%
Walleye Capital
118
Walleye Capital
New York
$245K +$1.38K +12 +0.6%
PCS
119
Personal CFO Solutions
New Jersey
$239K +$244K +2,123 New
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$230K +$234K +2,038 New
DWM
121
Dakota Wealth Management
Florida
$228K +$233K +2,025 New
SCM
122
Schnieders Capital Management
California
$228K – – –
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$227K +$232K +2,016 New
Comerica Bank
124
Comerica Bank
Texas
$219K +$205K +1,784 New
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$215K -$81.6K -709 -27%
3 4
5
6 7

AGM Hedge Fund Activity: Q4 2022 in Review

183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q4 2022, worth a combined $759M — up 7% from $709M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AGM positions and 15 closed out — a net gain of 23 holders — while 67 added to existing stakes and 47 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $2.72M. The largest seller was LSV Asset Management, cutting an estimated $8.82M.

  • 183 institutional investors held Federal Agricultural Mortgage (AGM) as of Q4 2022, up from 166 in Q3 2022.
  • Funds reported $759M of Federal Agricultural Mortgage stock for Q4 2022, up 7% quarter-over-quarter.
  • 38 funds opened new Federal Agricultural Mortgage positions in Q4 2022 and 15 closed out, a net change of +23 holders.
  • The largest Federal Agricultural Mortgage buyer in Q4 2022 was Copeland Capital Management, an estimated $2.72M added.
  • The largest Federal Agricultural Mortgage seller in Q4 2022 was LSV Asset Management, an estimated $8.82M sold.

Based on aggregated 13F filings for Q4 2022.