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Federal Agricultural Mortgage
AGM

Overview Fund Activity

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
Holders
183
Holders Change
+17
Holders Change %
+10.24%
% of All Funds
2.95%
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
+$2.66M
2
EAM
Eagle Asset Management
Florida
+$2.36M
3
Charles Schwab
Charles Schwab
California
+$1.88M
4
Principal Financial Group
Principal Financial Group
Iowa
+$1.44M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.37M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$8.64M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$6.42M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.23M
4
BlackRock
BlackRock
New York
-$1.78M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$971K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
151
Coppell Advisory Solutions
Texas
$38.2K +$38.2K +1,135 New
CASC
152
Coppell Advisory Solutions Corp
Texas
$38.2K +$38.2K +1,135 New
LFG
153
Larson Financial Group
Missouri
$37.8K +$450 +4 +1%
PFBT
154
Parkside Financial Bank & Trust
Missouri
$37.8K +$4.06K +36 +12%
Lazard Asset Management
155
Lazard Asset Management
New York
$30K – – –
UB
156
UMB Bank
Missouri
$28K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$24K +$1.36K +12 +6%
CSB
158
City State Bank
Iowa
$23K – – –
USCWA
159
U.S. Capital Wealth Advisors
Texas
$23K +$23K +204 New
CA
160
Crewe Advisors
Utah
$19K – – –
ASN
161
Advisory Services Network
Georgia
$17.7K +$17.7K +157 New
GWM
162
Geneos Wealth Management
Colorado
$16.9K – – –
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$13K -$33.5K -304 -72%
SBL
164
Sargent Bickham Lagudis
Colorado
$10.7K – – –
CCA
165
Column Capital Advisors
Indiana
$9.92K +$9.92K +88 New
NA
166
NewEdge Advisors
Louisiana
$9.19K +$9.19K +591 New
S
167
SignatureFD
Georgia
$7.21K +$2.93K +26 +68%
AAG
168
Armstrong Advisory Group
Massachusetts
$6.76K +$6.76K +60 New
LC
169
Lindbrook Capital
California
$6.09K -$789 -7 -11%
IA
170
IFP Advisors
Florida
$6K -$5.74K -66 -49%
AAP
171
Arax Advisory Partners
Colorado
$5.76K -$904 -8 -14%
CPG
172
Cornerstone Planning Group
New Jersey
$5.12K +$5.12K +42 New
PSB
173
Piscataqua Savings Bank
New Hampshire
$4.06K – – –
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
QCG
175
Quadrant Capital Group
Ohio
$2.71K +$1.24K +11 +85%
4 5 6
7
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