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Federal Agricultural Mortgage

215 hedge funds and large institutions have $1.4B invested in Federal Agricultural Mortgage in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $1.11B → $1.4B (+$285M)

22% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $17.6M

8% more funds holding

Funds holding: 199215 (+16)

1.34% more ownership

Funds ownership: 77.64%78.98% (+1.3%)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+16
Holders Change %
+8.04%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
72
Reduced
80
Closed
10
Calls
$21.4M
Puts
$17.6M
Net Calls
+$3.83M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
151
MML Investors Services
Massachusetts
$296K +$13.7K +84 +6%
Citadel Advisors
152
Citadel Advisors
Florida
$292K -$3.69M -22,660 -94%
IIM
153
Ipswich Investment Management
Massachusetts
$291K
ProShare Advisors
154
ProShare Advisors
Maryland
$289K +$246K +1,511 New
Mackenzie Financial
155
Mackenzie Financial
Ontario, Canada
$283K +$241K +1,479 New
NGA
156
Naples Global Advisors
Florida
$281K +$8.95K +55 +4%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$275K -$35.5K -218 -13%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$274K +$233K +1,434 New
SCM
159
Schnieders Capital Management
California
$267K -$81.3K -500 -26%
NC
160
Napatree Capital
Rhode Island
$255K +$216K +1,331 New
Balyasny Asset Management
161
Balyasny Asset Management
Illinois
$237K +$202K +1,240 New
APP
162
Avantax Planning Partners
Iowa
$237K +$201K +1,238 New
CC
163
Corton Capital
Ontario, Canada
$233K +$198K +1,219 New
AWS
164
Atria Wealth Solutions
New York
$225K +$191K +1,175 New
Lazard Asset Management
165
Lazard Asset Management
New York
$224K -$409K -2,512 -68%
RJT
166
Raymond James Trust
Florida
$217K +$185K +1,136 New
US Bancorp
167
US Bancorp
Minnesota
$212K -$30.7K -189 -15%
HEIP
168
Hudson Edge Investment Partners
New Jersey
$205K -$140K -858 -44%
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$202K +$172K +1,055 New
AF
170
Advisornet Financial
Minnesota
$184K
AIP
171
Ameritas Investment Partners
Nebraska
$173K
AB
172
Amalgamated Bank
New York
$169K -$15.3K -94 -10%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$134K +$9.92K +61 +10%
PMEF
174
Point72 Middle East FZE
United Arab Emirates
$125K +$107K +656 New
NA
175
NewEdge Advisors
Louisiana
$124K +$15.1K +93 +17%