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Federal Agricultural Mortgage
AGM

Overview Fund Activity

199 hedge funds and large institutions have $1.11B invested in Federal Agricultural Mortgage in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+6
Holders Change %
+3.11%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
25
Increased
69
Reduced
74
Closed
18
Calls
$8.02M
Puts
$10.6M
Net Calls
-$2.55M
Net Calls Change
-$2.49M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.2M
3
Millennium Management
3
Millennium Management
New York
$17.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.73M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$2.36M

Top Sellers

1
BlackRock
1
BlackRock
New York
$134M
2
CCM
2
Copeland Capital Management
Pennsylvania
$44.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.2M
4
DA
4
Denali Advisors
California
$1.79M
5
Boston Partners
5
Boston Partners
Massachusetts
$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
176
Sunbelt Securities
Texas
$10.6K +$10.6K +68 New
AAP
177
Arax Advisory Partners
Colorado
$9.99K -$922 -6 -8%
LC
178
Lindbrook Capital
California
$8.18K +$154 +1 +2%
PA
179
Parallel Advisors
California
$7.87K +$5.86K +38 +292%
FDCC
180
Foster Dykema Cabot & Co
Massachusetts
$7K – – –
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$6.94K +$6.94K +45 New
CA
182
Clearstead Advisors
Ohio
$5.56K +$5.56K +36 New
AAG
183
Armstrong Advisory Group
Massachusetts
$4.63K – – –
WTG
184
West Tower Group
Virginia
$3.86K +$3.86K +25 New
WTC
185
WhitTier Trust Company
Nevada
$3.86K – – –
PWMG
186
Prestige Wealth Management Group
New Jersey
$3.4K – – –
CTC
187
Central Trust Company
Missouri
$3.24K – – –
PSB
188
Piscataqua Savings Bank
New Hampshire
$3.09K – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$2.16K – – –
HNB
190
Huntington National Bank
Ohio
$2.01K +$2.01K +13 New
CPG
191
Cornerstone Planning Group
New Jersey
$1.85K -$4.63K -30 -71%
QCG
192
Quadrant Capital Group
Ohio
$1.7K – – –
BIA
193
Bell Investment Advisors
California
$1.54K +$1.54K +10 New
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$926 +$926 +6 New
SWM
195
Spire Wealth Management
Virginia
$772 +$772 +5 New
UFF
196
USA Financial Formulas
Michigan
$463 – – –
AF
197
Allworth Financial
California
$155 – – –
BL
198
Bleichroeder LP
New York
– -$2.17M -15,080 Closed
HF
199
HRT Financial
New York
– -$1.02M -7,107 Closed
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
– -$665K -4,627 Closed
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