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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
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$211K +$215K +1,869 New
Macquarie Group
127
Macquarie Group
Australia
$209K -$943K -8,198 -82%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$208K +$211K +1,838 New
LCM
129
Legato Capital Management
California
$206K +$210K +1,824 New
OAM
130
Oppenheimer Asset Management
New York
$205K +$209K +1,816 New
PI
131
PEAK6 Investments
Illinois
$185K -$324K -2,813 -63%
US Bancorp
132
US Bancorp
Minnesota
$153K +$20.5K +178 +15%
QT
133
Quantbot Technologies
New York
$146K +$70K +608 +88%
AB
134
Amalgamated Bank
New York
$131K – – –
Citigroup
135
Citigroup
New York
$129K -$5.06K -44 -4%
AF
136
Advisornet Financial
Minnesota
$123K +$23K +200 +22%
ACM
137
Aquatic Capital Management
Illinois
$113K +$115K +1,000 New
New York State Teachers Retirement System (NYSTRS)
138
New York State Teachers Retirement System (NYSTRS)
New York
$91K +$92.7K +806 New
AIP
139
Ameritas Investment Partners
Nebraska
$87.5K – – –
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$61.1K – – –
PMEF
141
Point72 Middle East FZE
United Arab Emirates
$59.2K +$60.4K +525 New
CSPIA
142
Cary Street Partners Investment Advisory
Virginia
$56.2K -$13.2K -115 -19%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$50.6K – – –
TRCT
144
Tower Research Capital (TRC)
New York
$50K -$72.7K -632 -59%
Dimensional Fund Advisors
145
Dimensional Fund Advisors
Texas
$49.2K +$412K +3,578 +0.8%
FHA
146
First Horizon Advisors
Tennessee
$48.7K – – –
CFGS
147
Concourse Financial Group Securities
Alabama
$42.4K -$3.34K -29 -7%
MWM
148
Mascoma Wealth Management
New Hampshire
$41K +$2.65K +23 +7%
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$40.4K -$805 -7 -2%
CS
150
Comerica Securities
Michigan
$39.7K +$40.5K +352 New
4 5
6
7 8

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.