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Federal Agricultural Mortgage

86 hedge funds and large institutions have $217M invested in Federal Agricultural Mortgage in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

9% more funds holding

Funds holding: 7986 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.26% less ownership

Funds ownership: 70.16%69.9% (-0.26%)

3% less capital invested

Capital invested by funds: $224M → $217M (-$6.8M)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
28
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$33.4M +$338K +10,700 +1%
FWSM
2
First Wilshire Securities Management
California
$30.2M -$64.1K -2,031 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$27.2M +$1.77M +56,133 +7%
LSV Asset Management
4
LSV Asset Management
Illinois
$13.3M -$37.9K -1,200 -0.3%
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$10.5M -$192K -6,080 -2%
EAM
6
Eagle Asset Management
Florida
$9.62M -$300K -9,509 -3%
BFA
7
BlackRock Fund Advisors
California
$9.61M +$40.2K +1,274 +0.4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$9.54M +$25.5K +809 +0.3%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$8.44M +$2.72M +86,077 +51%
State Street
10
State Street
Massachusetts
$5.66M +$106K +3,372 +2%
PCM
11
Portolan Capital Management
Massachusetts
$5.11M -$190K -6,012 -4%
BIT
12
BlackRock Institutional Trust
California
$4.73M +$24.2K +768 +0.5%
Northern Trust
13
Northern Trust
Illinois
$4.5M -$368K -11,655 -8%
WS
14
Wedbush Securities
California
$3.6M -$7.26K -230 -0.2%
BP
15
Boston Provident
New Jersey
$2.86M
1IC
16
1919 Investment Counsel
Maryland
$2.66M +$789K +25,000 +45%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.36M -$172K -5,447 -7%
BCM
18
Bridgeway Capital Management
Texas
$2.09M
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$2.08M +$18.9K +600 +1%
MPAM
20
Monarch Partners Asset Management
Massachusetts
$1.94M +$6.88K +218 +0.4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.9M +$173K +5,467 +11%
TCIM
22
TIAA CREF Investment Management
New York
$1.53M
NI
23
Numeric Investors
Massachusetts
$1.45M +$164K +5,199 +14%
BIM
24
BlackRock Investment Management
Delaware
$1.17M +$18.4K +582 +2%
WA
25
Whitebox Advisors
Minnesota
$1.17M +$837K +26,498 +305%