Federal Agricultural Mortgage
AGM
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.
6% more capital invested
Capital invested by funds: $211M → $224M (+$12.9M)
1.88% more ownership
Funds ownership: 72.37% → 74.25% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 83 → 78 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.48M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$3.39M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$2.43M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$827K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$474K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$2.19M |
| 2 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$1.12M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$690K |
| 4 |
BP
Boston Provident
Englewood,
New Jersey
|
-$670K |
| 5 |
Renaissance Technologies
New York
|
-$544K |
AGM Hedge Fund Activity: Q3 2014 in Review
78 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q3 2014, worth a combined $224M — up 6.1% from $211M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of AGM and 5 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 20 added.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $6.48M. The largest seller was First Wilshire Securities Management, cutting an estimated $2.19M.
- 78 institutional investors held Federal Agricultural Mortgage (AGM) as of Q3 2014, down from 83 in Q2 2014.
- Funds reported $224M of Federal Agricultural Mortgage stock for Q3 2014, up 6.1% quarter-over-quarter.
- 5 funds opened new Federal Agricultural Mortgage positions in Q3 2014 and 10 closed out, a net change of -5 holders.
- The largest Federal Agricultural Mortgage buyer in Q3 2014 was Fidelity Investments, an estimated $6.48M added.
- The largest Federal Agricultural Mortgage seller in Q3 2014 was First Wilshire Securities Management, an estimated $2.19M sold.
Based on aggregated 13F filings for Q3 2014.