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Federal Agricultural Mortgage
AGM

Overview Fund Activity

183 hedge funds and large institutions have $960M invested in Federal Agricultural Mortgage in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
62
Reduced
68
Closed
21
Calls
$1.97M
Puts
$9.35M
Net Calls
-$7.38M
Net Calls Change
-$4.13M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$64.4M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$43.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$10.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$5.05M
5
Millennium Management
5
Millennium Management
New York
$6.07M

Top Sellers

1
BlackRock
1
BlackRock
New York
$171M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$2.05M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$4.15M
4
M2MC
4
Matthew 25 Management Corp
Pennsylvania
$10.8M
5
RHJA
5
Rice Hall James & Associates
California
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Mascoma Wealth Management
New Hampshire
$48.5K – – –
LFG
152
Larson Financial Group
Missouri
$45.1K +$267 +2 +0.6%
Lazard Asset Management
153
Lazard Asset Management
New York
$36K – – –
UB
154
UMB Bank
Missouri
$33.3K – – –
PI
155
PEAK6 Investments
Illinois
$33K -$186K -1,395 -85%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$27K -$1.62K -12 -6%
CSB
157
City State Bank
Iowa
$27K – – –
TRCT
158
Tower Research Capital (TRC)
New York
$23K -$36.4K -269 -61%
CA
159
Crewe Advisors
Utah
$22.5K – – –
SAM
160
Shell Asset Management
Netherlands
$21K -$507K -3,739 -96%
GWM
161
Geneos Wealth Management
Colorado
$20K – – –
ASN
162
Advisory Services Network
Georgia
$18.4K -$2.53K -19 -12%
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K -$137 -1 -0.8%
CCA
164
Column Capital Advisors
Indiana
$11.7K – – –
S
165
SignatureFD
Georgia
$9.33K +$800 +6 +9%
AAG
166
Armstrong Advisory Group
Massachusetts
$7.99K – – –
AAP
167
Arax Advisory Partners
Colorado
$7.64K +$804 +6 +12%
WWP
168
WR Wealth Planners
Missouri
$7.33K +$7.33K +55 New
LC
169
Lindbrook Capital
California
$6.93K -$266 -2 -4%
Simplex Trading
170
Simplex Trading
Illinois
$6K +$6K +52 New
PSB
171
Piscataqua Savings Bank
New Hampshire
$4.79K – – –
WTC
172
WhitTier Trust Company
Nevada
$3.33K +$3.33K +25 New
PWMG
173
Prestige Wealth Management Group
New Jersey
$2.93K – – –
CTC
174
Central Trust Company
Missouri
$2.8K – – –
TWA
175
TCI Wealth Advisors
Arizona
$2.53K – – –
5 6
7
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