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Federal Agricultural Mortgage

77 hedge funds and large institutions have $209M invested in Federal Agricultural Mortgage in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.98% less ownership

Funds ownership: 74.25%73.27% (-0.98%)

1% less funds holding

Funds holding: 7877 (-1)

7% less capital invested

Capital invested by funds: $224M → $209M (-$15.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $30K

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
25
Reduced
24
Closed
9
Calls
Puts
$30K
Net Calls
-$30K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$39.6M -$330K -10,750 -0.8%
FWSM
2
First Wilshire Securities Management
California
$25.1M -$515K -16,774 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$23.6M +$330K +10,753 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$15.8M +$9.66M +314,610 +153%
LSV Asset Management
5
LSV Asset Management
Illinois
$11.8M
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.22M +$273K +8,877 +3%
EAM
7
Eagle Asset Management
Florida
$8.95M -$2.42M -78,650 -21%
BFA
8
BlackRock Fund Advisors
California
$8.72M +$1.22M +39,587 +16%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$7.38M -$136K -4,428 -2%
Boston Partners
10
Boston Partners
Massachusetts
$6.35M +$2.48M +80,763 +63%
State Street
11
State Street
Massachusetts
$5.15M +$59.8K +1,948 +1%
BIT
12
BlackRock Institutional Trust
California
$3.98M -$101K -3,304 -2%
WA
13
Whitebox Advisors
Minnesota
$3.66M +$1.06M +34,447 +40%
Northern Trust
14
Northern Trust
Illinois
$3.25M -$174K -5,655 -5%
Charles Schwab
15
Charles Schwab
California
$3M +$2.17M +70,781 +251%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.64M +$542K +17,642 +25%
WS
17
Wedbush Securities
California
$2.26M -$910K -29,637 -28%
NI
18
Numeric Investors
Massachusetts
$2M +$135K +4,400 +7%
BCM
19
Bridgeway Capital Management
Texas
$1.91M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.86M +$3.81K +124 +0.2%
EVC
21
Eidelman Virant Capital
Missouri
$1.83M +$144K +4,673 +8%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.66M -$52.2K -1,700 -3%
TCIM
23
TIAA CREF Investment Management
New York
$1.52M -$9.21K -300 -0.6%
TC
24
TFS Capital
Pennsylvania
$1.51M +$1.52M +49,651 New
Stifel Financial
25
Stifel Financial
Missouri
$1.06M +$1.07M +35,000 New