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Federal Agricultural Mortgage
AGM

Overview Fund Activity

144 hedge funds and large institutions have $693M invested in Federal Agricultural Mortgage in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+12
Holders Change %
+9.09%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
55
Reduced
48
Closed
12
Calls
$2.03M
Puts
$997K
Net Calls
+$1.03M
Net Calls Change
+$1.04M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$35M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$13.2M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$9.93M
4
BlackRock
4
BlackRock
New York
$106M
5
Victory Capital Management
5
Victory Capital Management
Texas
$5.11M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$31.5M
2
M2MC
2
Matthew 25 Management Corp
Pennsylvania
$13.5M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.23M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$41M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
SBL
127
Sargent Bickham Lagudis
Colorado
$17K -$12.5K -127 -42%
GWM
128
Geneos Wealth Management
Colorado
$15K +$15K +150 New
Macquarie Group
129
Macquarie Group
Australia
$10K -$4.8K -48 -32%
FF
130
FourThought Financial
Florida
$8K -$1.1K -11 -12%
AssetMark Inc
131
AssetMark Inc
California
$4K +$216 +2 +6%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$3K +$3K +25 New
VFA
133
Valeo Financial Advisors
Indiana
$3K +$3K +26 New
TWA
134
TCI Wealth Advisors
Arizona
$2K – – –
PWMG
135
Prestige Wealth Management Group
New Jersey
$2K – – –
PMFA
136
Plante Moran Financial Advisors
Michigan
$2K +$2K +16 New
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$2K +$2K +20 New
AIC
138
Ameritas Investment Company
Nebraska
$1.61K +$1.61K +16 New
CWC
139
Carolinas Wealth Consulting
North Carolina
$1K +$1K +14 New
AIG
140
American International Group
New York
$534 +$1 +14 +0.3%
LPARFS
141
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$523 +$523 +5,200 New
Norges Bank
142
Norges Bank
Norway
– -$1.14M -15,300 Closed
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
– -$1.11M -15,007 Closed
CRWM
144
Castle Rock Wealth Management
California
– -$594K -7,471 Closed
Man Group
145
Man Group
United Kingdom
– -$386K -5,200 Closed
GC
146
Globeflex Capital
California
– -$266K -3,583 Closed
Marshall Wace
147
Marshall Wace
United Kingdom
– -$249K -3,348 Closed
PI
148
PEAK6 Investments
Illinois
– -$133K -1,795 Closed
ASN
149
Advisory Services Network
Georgia
– -$47K -640 Closed
Lazard Asset Management
150
Lazard Asset Management
New York
– -$34K -471 Closed
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