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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.

New
Increased
Maintained
Reduced
Closed
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 %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$17K +$17K +89 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$14.8K +$14.8K +75 New
SWS
203
SYSTM Wealth Solutions
Illinois
$14.4K – – –
AWM
204
Avior Wealth Management
Nebraska
$13.2K +$13.2K +67 New
WRM
205
Weybosset Research & Management
Rhode Island
$12.8K -$401 -3,634 -3%
LC
206
Lindbrook Capital
California
$12.6K +$1.18K +6 +10%
QCG
207
Quadrant Capital Group
Ohio
$10.8K – – –
GWM
208
Geneos Wealth Management
Colorado
$9.84K -$19.7K -100 -67%
FDCP
209
Foster Dykema Cabot & Partners
Massachusetts
$9.06K – – –
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$8.86K – – –
SPIA
211
Steward Partners Investment Advisory
New York
$8.86K +$8.86K +45 New
GI
212
GAMMA Investing
California
$6.1K -$1.38K -7 -18%
CA
213
Clearstead Advisors
Ohio
$5.83K – – –
AAG
214
Armstrong Advisory Group
Massachusetts
$5.74K – – –
PA
215
Parallel Advisors
California
$5.51K +$2.95K +15 +115%
WTC
216
WhitTier Trust Company
Nevada
$4.73K – – –
PWMG
217
Prestige Wealth Management Group
New Jersey
$4.33K – – –
PSB
218
Piscataqua Savings Bank
New Hampshire
$3.94K – – –
Ohio Public Employees Retirement System (OPERS)
219
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.74K +$3.74K +19 New
GJWM
220
Gilliland Jeter Wealth Management
Arkansas
$3.54K +$3.54K +18 New
NMM
221
Naples Money Management
Florida
$2.76K – – –
CPG
222
Cornerstone Planning Group
New Jersey
$2.33K – – –
BIA
223
Bell Investment Advisors
California
$2.17K +$788 +4 +57%
HIA
224
Harbor Investment Advisory
Maryland
$1.97K +$1.97K +10 New
AFG
225
Albion Financial Group
Utah
$1.58K +$1.58K +8 New
7 8
9
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