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Federal Agricultural Mortgage
AGM

Overview Fund Activity

232 hedge funds and large institutions have $1.43B invested in Federal Agricultural Mortgage in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 23 closing their positions.

Holders
232
Holders Change
+17
Holders Change %
+7.91%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
40
Increased
79
Reduced
72
Closed
23
Calls
$13.4M
Puts
$19.5M
Net Calls
-$6.12M
Net Calls Change
-$9.95M

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$24.1M
2
American Century Companies
2
American Century Companies
Missouri
$27.9M
3
Boston Partners
3
Boston Partners
Massachusetts
$95.4M
4
Millennium Management
4
Millennium Management
New York
$17.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$17.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$19.1M
2
BlackRock
2
BlackRock
New York
$156M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
EGI
4
EAM Global Investors
California
$0
5
UBS Group
5
UBS Group
Switzerland
$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
151
Legato Capital Management
California
$323K +$591 +3 +0.2%
ProShare Advisors
152
ProShare Advisors
Maryland
$323K +$25.4K +129 +9%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$320K – – –
MML Investors Services
154
MML Investors Services
Massachusetts
$305K +$394 +2 +0.1%
IIM
155
Ipswich Investment Management
Massachusetts
$299K – – –
NGA
156
Naples Global Advisors
Florida
$289K – – –
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$283K – – –
CCM
158
Coldstream Capital Management
Washington
$276K +$276K +1,404 New
SO
159
STRS Ohio
Ohio
$275K -$354K -1,800 -56%
SCM
160
Schnieders Capital Management
California
$275K – – –
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$269K -$13.2K -67 -5%
OAM
162
Oppenheimer Asset Management
New York
$266K -$53K -269 -17%
SG Americas Securities
163
SG Americas Securities
New York
$258K +$258K +1,311 New
NC
164
Napatree Capital
Rhode Island
$248K – – –
APP
165
Avantax Planning Partners
Iowa
$244K – – –
Osaic Holdings
166
Osaic Holdings
Arizona
$232K -$747K -3,792 -76%
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$223K +$15.7K +80 +8%
MC
168
Moors & Cabot
Massachusetts
$216K +$216K +1,098 New
RJT
169
Raymond James Trust
Florida
$212K -$11.4K -58 -5%
KWA
170
Kingswood Wealth Advisors
California
$208K +$208K +1,055 New
CA
171
Cetera Advisors
Colorado
$205K +$205K +1,041 New
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$204K +$204K +1,037 New
US Bancorp
173
US Bancorp
Minnesota
$202K -$15.4K -78 -7%
AF
174
Advisornet Financial
Minnesota
$198K +$8.66K +44 +5%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$181K +$43.1K +219 +31%
5 6
7
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