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Federal Agricultural Mortgage

83 hedge funds and large institutions have $211M invested in Federal Agricultural Mortgage in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.47% more ownership

Funds ownership: 69.9%72.37% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $217M → $211M (-$5.89M)

3% less funds holding

Funds holding: 8683 (-3)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
25
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$40.4M +$9.62M +293,858 +29%
FWSM
2
First Wilshire Securities Management
California
$28.4M +$149K +4,551 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$23.9M -$1.65M -50,349 -6%
LSV Asset Management
4
LSV Asset Management
Illinois
$12.3M -$115K -3,504 -0.9%
EAM
5
Eagle Asset Management
Florida
$12.3M +$3.48M +106,393 +37%
PFMOSF
6
Philadelphia Financial Management of San Francisco
California
$9.34M -$504K -15,377 -5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.26M +$362K +11,056 +4%
BFA
8
BlackRock Fund Advisors
California
$8.04M -$989K -30,202 -10%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$7.73M -$168K -5,141 -2%
State Street
10
State Street
Massachusetts
$5.24M -$55.9K -1,708 -1%
BIT
11
BlackRock Institutional Trust
California
$4.34M -$91K -2,778 -2%
PCM
12
Portolan Capital Management
Massachusetts
$4.29M -$509K -15,530 -10%
Northern Trust
13
Northern Trust
Illinois
$3.76M -$468K -14,305 -11%
WS
14
Wedbush Securities
California
$3.33M -$28.6K -874 -0.8%
1IC
15
1919 Investment Counsel
Maryland
$2.49M
WA
16
Whitebox Advisors
Minnesota
$2.42M +$1.4M +42,733 +121%
NI
17
Numeric Investors
Massachusetts
$2.34M +$1.04M +31,677 +72%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.23M +$31.2K +954 +1%
BCM
19
Bridgeway Capital Management
Texas
$1.95M
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.92M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.84M +$72K +2,199 +4%
EVC
22
Eidelman Virant Capital
Missouri
$1.72M +$810K +24,748 +81%
TCIM
23
TIAA CREF Investment Management
New York
$1.59M +$174K +5,318 +12%
MPAM
24
Monarch Partners Asset Management
Massachusetts
$1.12M -$727K -22,190 -38%
BIM
25
BlackRock Investment Management
Delaware
$1.08M -$16.8K -514 -1%