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Federal Agricultural Mortgage

78 hedge funds and large institutions have $224M invested in Federal Agricultural Mortgage in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $211M → $224M (+$12.6M)

1.88% more ownership

Funds ownership: 72.37%74.25% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 8378 (-5)

39% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 33

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
20
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$42.2M +$474K +15,083 +1%
FWSM
2
First Wilshire Securities Management
California
$27.1M -$2.19M -69,801 -8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.6M -$59.6K -1,894 -0.2%
LSV Asset Management
4
LSV Asset Management
Illinois
$12.5M -$194K -6,162 -2%
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$12.1M +$2.43M +77,321 +26%
EAM
6
Eagle Asset Management
Florida
$12M -$690K -21,935 -6%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.48M -$88.7K -2,820 -0.9%
BFA
8
BlackRock Fund Advisors
California
$7.96M -$346K -10,996 -4%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$7.96M -$31.9K -1,015 -0.4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$6.62M +$6.48M +205,990 New
State Street
11
State Street
Massachusetts
$5.41M -$11.2K -355 -0.2%
PCM
12
Portolan Capital Management
Massachusetts
$5.29M +$827K +26,314 +19%
BIT
13
BlackRock Institutional Trust
California
$4.33M -$154K -4,882 -3%
Boston Partners
14
Boston Partners
Massachusetts
$4.13M +$3.39M +107,653 +515%
Northern Trust
15
Northern Trust
Illinois
$3.63M -$255K -8,114 -7%
WS
16
Wedbush Securities
California
$3.35M -$95.1K -3,025 -3%
WA
17
Whitebox Advisors
Minnesota
$2.77M +$256K +8,138 +10%
1IC
18
1919 Investment Counsel
Maryland
$2.57M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.23M -$79.1K -2,514 -3%
BCM
20
Bridgeway Capital Management
Texas
$2.02M
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$2M +$15.7K +500 +0.8%
NI
22
Numeric Investors
Massachusetts
$1.98M -$432K -13,732 -18%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.97M +$56.2K +1,788 +3%
EVC
24
Eidelman Virant Capital
Missouri
$1.79M +$16.2K +514 +0.9%
TCIM
25
TIAA CREF Investment Management
New York
$1.62M -$23.5K -747 -1%