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Federal Agricultural Mortgage
AGM

83 hedge funds and large institutions have $194M invested in Federal Agricultural Mortgage in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

8% more funds holding

Funds holding: 77 → 83 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.18% less ownership

Funds ownership: 73.27% → 73.09% (-0.18%)

7% less capital invested

Capital invested by funds: $209M → $194M (-$15.1M)

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
32
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FP
Foundry Partners
Minnesota
+$1.43M
2
AR
Advisory Research
Illinois
+$1.22M
3
State Street
State Street
Massachusetts
+$1.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$700K
5
Prudential Financial
Prudential Financial
New Jersey
+$506K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.29M
2
FWSM
First Wilshire Securities Management
California
-$2.03M
3
MC
Menta Capital
California
-$572K
4
Boston Partners
Boston Partners
Massachusetts
-$476K
5
Stifel Financial
Stifel Financial
Missouri
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$32.7M -$4.29M -144,594 -11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.2M +$328K +11,052 +1%
FWSM
3
First Wilshire Securities Management
California
$21.4M -$2.03M -68,270 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$15.3M +$700K +23,600 +5%
LSV Asset Management
5
LSV Asset Management
Illinois
$10.8M -$166K -5,600 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.75M +$196K +6,589 +2%
EAM
7
Eagle Asset Management
Florida
$8.23M -$90.1K -3,036 -1%
BFA
8
BlackRock Fund Advisors
California
$7.96M -$146K -4,904 -2%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$6.77M -$85.6K -2,886 -1%
State Street
10
State Street
Massachusetts
$5.83M +$1.1M +36,993 +22%
Boston Partners
11
Boston Partners
Massachusetts
$5.45M -$476K -16,030 -8%
BIT
12
BlackRock Institutional Trust
California
$3.71M +$12.6K +424 +0.3%
WA
13
Whitebox Advisors
Minnesota
$3.44M +$41.9K +1,411 +1%
Northern Trust
14
Northern Trust
Illinois
$3.11M +$95.4K +3,215 +3%
Charles Schwab
15
Charles Schwab
California
$3.02M +$238K +8,030 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.36M -$103K -3,466 -4%
FP
17
Foundry Partners
Minnesota
$2.26M +$1.43M +48,330 +151%
WS
18
Wedbush Securities
California
$2.12M +$20.7K +697 +0.9%
NI
19
Numeric Investors
Massachusetts
$2.02M +$169K +5,700 +9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.98M +$269K +9,057 +15%
BCM
21
Bridgeway Capital Management
Texas
$1.77M – – –
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.66M – – –
EVC
23
Eidelman Virant Capital
Missouri
$1.49M -$228K -7,700 -13%
TCIM
24
TIAA CREF Investment Management
New York
$1.45M +$39.8K +1,341 +3%
TC
25
TFS Capital
Pennsylvania
$1.41M +$14K +473 +1%
1
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AGM Hedge Fund Activity: Q1 2015 in Review

83 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q1 2015, worth a combined $194M — down 7.2% from $209M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AGM positions and 5 closed out — a net gain of 6 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Foundry Partners, adding an estimated $1.43M. The largest seller was Wellington Management Group, cutting an estimated $4.29M.

  • 83 institutional investors held Federal Agricultural Mortgage (AGM) as of Q1 2015, up from 77 in Q4 2014.
  • Funds reported $194M of Federal Agricultural Mortgage stock for Q1 2015, down 7.2% quarter-over-quarter.
  • 11 funds opened new Federal Agricultural Mortgage positions in Q1 2015 and 5 closed out, a net change of +6 holders.
  • The largest Federal Agricultural Mortgage buyer in Q1 2015 was Foundry Partners, an estimated $1.43M added.
  • The largest Federal Agricultural Mortgage seller in Q1 2015 was Wellington Management Group, an estimated $4.29M sold.

Based on aggregated 13F filings for Q1 2015.