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Federal Agricultural Mortgage
AGM

222 hedge funds and large institutions have $1.34B invested in Federal Agricultural Mortgage in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

0.13% less ownership

Funds ownership: 79.34% → 79.21% (-0.13%)

4% less funds holding

Funds holding: 232 → 222 (-10)

6% less capital invested

Capital invested by funds: $1.43B → $1.34B (-$90.7M)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

45% less call options, than puts

Call options by funds: $8.17M | Put options by funds: $14.8M

Holders
222
Holders Change
-10
Holders Change %
-4.31%
% of All Funds
3.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
82
Reduced
78
Closed
29
Calls
$8.17M
Puts
$14.8M
Net Calls
-$6.6M
Net Calls Change
-$478K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.3M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$15.1M
3
American Century Companies
American Century Companies
Missouri
+$6.57M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.21M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.37M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$6.09M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.47M
3
Millennium Management
Millennium Management
New York
-$5.14M
4
BlackRock
BlackRock
New York
-$3.29M
5
AA
Ancora Advisors
Ohio
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
126
Comerica Bank
Texas
$464K +$2.89K +16 +0.6%
Bessemer Group
127
Bessemer Group
New Jersey
$457K -$24.2K -134 -5%
Federated Hermes
128
Federated Hermes
Pennsylvania
$450K +$722 +4 +0.2%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$446K +$9.21K +51 +2%
CAM
130
Cresset Asset Management
Illinois
$425K +$2.53K +14 +0.6%
JF
131
Jump Financial
Illinois
$418K +$86.6K +480 +26%
SPS
132
Susquehanna Portfolio Strategies
Pennsylvania
$404K -$271K -1,502 -40%
CG
133
Cynosure Group
Utah
$393K +$90.3K +500 +30%
BCI
134
Brinker Capital Investments
Pennsylvania
$382K -$19K -105 -5%
OPS
135
Orion Portfolio Solutions
Nebraska
$382K -$19K -105 -5%
A
136
AlphaQuest
New York
$376K +$375K +2,077 New
II
137
Inspire Investing
Idaho
$355K +$22.7K +126 +7%
Capstone Investment Advisors
138
Capstone Investment Advisors
New York
$332K +$17.5K +97 +6%
AA
139
ALPS Advisors
Colorado
$331K -$3.97K -22 -1%
TRCT
140
Tower Research Capital (TRC)
New York
$323K +$281K +1,558 +689%
OAM
141
Oppenheimer Asset Management
New York
$314K +$70.2K +389 +29%
GCP
142
GSA Capital Partners
United Kingdom
$307K -$1.21M -6,701 -80%
MCM
143
MAI Capital Management
Ohio
$301K +$3.07K +17 +1%
LCM
144
Legato Capital Management
California
$299K +$1.8K +10 +0.6%
PCS
145
Personal CFO Solutions
New Jersey
$295K -$15K -83 -5%
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$282K -$27.6K -153 -9%
MML Investors Services
147
MML Investors Services
Massachusetts
$276K -$3.61K -20 -1%
IIM
148
Ipswich Investment Management
Massachusetts
$275K – – –
NGA
149
Naples Global Advisors
Florida
$265K – – –
SG Americas Securities
150
SG Americas Securities
New York
$260K +$23.1K +128 +10%
4 5
6
7 8

AGM Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q2 2024, worth a combined $1.34B — down 6.4% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AGM and 22 opened new positions — a net loss of 7 holders — while 78 trimmed existing stakes and 82 added.

The largest buyer was Fidelity Investments, adding an estimated $15.3M. The largest seller was JP Morgan Chase, cutting an estimated $6.09M.

  • 222 institutional investors held Federal Agricultural Mortgage (AGM) as of Q2 2024, down from 232 in Q1 2024.
  • Funds reported $1.34B of Federal Agricultural Mortgage stock for Q2 2024, down 6.4% quarter-over-quarter.
  • 22 funds opened new Federal Agricultural Mortgage positions in Q2 2024 and 29 closed out, a net change of -7 holders.
  • The largest Federal Agricultural Mortgage buyer in Q2 2024 was Fidelity Investments, an estimated $15.3M added.
  • The largest Federal Agricultural Mortgage seller in Q2 2024 was JP Morgan Chase, an estimated $6.09M sold.

Based on aggregated 13F filings for Q2 2024.