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Federal Agricultural Mortgage

164 hedge funds and large institutions have $763M invested in Federal Agricultural Mortgage in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $3.88M

9% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 57

0.55% less ownership

Funds ownership: 76.71%76.16% (-0.55%)

4% less funds holding

Funds holding: 171164 (-7)

13% less capital invested

Capital invested by funds: $874M → $763M (-$111M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

Holders
164
Holders Change
-7
Holders Change %
-4.09%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
62
Reduced
57
Closed
23
Calls
$4.49M
Puts
$3.88M
Net Calls
+$604K
Net Calls Change
-$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$81K +$11.7K +96 +15%
CFGS
127
Concourse Financial Group Securities
Alabama
$80K -$3.79K -31 -4%
AIP
128
Ameritas Investment Partners
Nebraska
$75K
UB
129
UMB Bank
Missouri
$64K
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K -$9.05K -74 -12%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$58.8K -$237K -1,938 -78%
ADL
132
Asset Dedication LLC
California
$53K +$59.3K +485 New
FPS
133
Fieldpoint Private Securities
Connecticut
$52K +$6.6K +54 +13%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$49K
MWM
135
Mascoma Wealth Management
New Hampshire
$37K +$41.7K +341 New
PFBT
136
Parkside Financial Bank & Trust
Missouri
$31K -$367 -3 -1%
AF
137
Advisornet Financial
Minnesota
$26K -$12.2K -100 -29%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$22K
CSB
139
City State Bank
Iowa
$22K
FCT
140
First Community Trust
Iowa
$22K
ACM
141
Aquatic Capital Management
Illinois
$22K +$12.2K +100 +100%
BAM
142
Byrne Asset Management
New Jersey
$17K +$7.09K +58 +59%
GWM
143
Geneos Wealth Management
Colorado
$16K
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$15K
IA
145
IFP Advisors
Florida
$12K +$16.5K +135 New
SBL
146
Sargent Bickham Lagudis
Colorado
$10K -$9.54K -78 -45%
AAP
147
Arax Advisory Partners
Colorado
$7K -$367 -3 -4%
FHA
148
First Horizon Advisors
Tennessee
$6K +$6.24K +51 New
CCM
149
Covington Capital Management
California
$6K +$6.36K +52 New
FF
150
FourThought Financial
Florida
$4K

AGM Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q1 2022, worth a combined $763M — down 13% from $874M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AGM and 18 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 62 added.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $7.62M. The largest seller was Victory Capital Management, cutting an estimated $5.98M.

  • 164 institutional investors held Federal Agricultural Mortgage (AGM) as of Q1 2022, down from 171 in Q4 2021.
  • Funds reported $763M of Federal Agricultural Mortgage stock for Q1 2022, down 13% quarter-over-quarter.
  • 18 funds opened new Federal Agricultural Mortgage positions in Q1 2022 and 23 closed out, a net change of -5 holders.
  • The largest Federal Agricultural Mortgage buyer in Q1 2022 was Eagle Asset Management, an estimated $7.62M added.
  • The largest Federal Agricultural Mortgage seller in Q1 2022 was Victory Capital Management, an estimated $5.98M sold.

Based on aggregated 13F filings for Q1 2022.