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Federal Agricultural Mortgage
AGM

92 hedge funds and large institutions have $202M invested in Federal Agricultural Mortgage in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $171K | Put options by funds: $52K

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

11% more funds holding

Funds holding: 83 → 92 (+9)

4% more capital invested

Capital invested by funds: $194M → $202M (+$8.57M)

0.82% more ownership

Funds ownership: 73.09% → 73.91% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
39
Reduced
25
Closed
6
Calls
$171K
Puts
$52K
Net Calls
+$119K
Net Calls Change
+$119K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$8.62M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.51M
3
LSV Asset Management
LSV Asset Management
Illinois
+$1.24M
4
GCP
GSA Capital Partners
United Kingdom
+$1.04M
5
BlackRock
BlackRock
New York
+$994K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.2M
2
FWSM
First Wilshire Securities Management
California
-$2.1M
3
EAM
Eagle Asset Management
Florida
-$1.45M
4
Charles Schwab
Charles Schwab
California
-$1.21M
5
WA
Whitebox Advisors
Minnesota
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$23.2M +$351K +11,102 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$22.5M -$12.2M -386,249 -33%
FWSM
3
First Wilshire Securities Management
California
$20.1M -$2.1M -66,617 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20M +$4.51M +142,800 +26%
LSV Asset Management
5
LSV Asset Management
Illinois
$12.3M +$1.24M +39,202 +10%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.15M +$140K +4,444 +1%
Ameriprise
7
Ameriprise
Minnesota
$8.15M +$8.62M +272,758 +3,561%
BFA
8
BlackRock Fund Advisors
California
$7.71M -$538K -17,031 -6%
EAM
9
Eagle Asset Management
Florida
$7.15M -$1.45M -45,877 -16%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$6.96M -$20.2K -639 -0.3%
State Street
11
State Street
Massachusetts
$6.21M +$209K +6,604 +3%
Boston Partners
12
Boston Partners
Massachusetts
$5.66M +$44.7K +1,415 +0.7%
BIT
13
BlackRock Institutional Trust
California
$3.59M -$260K -8,215 -6%
Northern Trust
14
Northern Trust
Illinois
$3.28M +$84K +2,659 +2%
NI
15
Numeric Investors
Massachusetts
$2.93M +$920K +29,129 +41%
FP
16
Foundry Partners
Minnesota
$2.71M +$412K +13,047 +16%
WA
17
Whitebox Advisors
Minnesota
$2.59M -$1.04M -32,874 -27%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.52M +$96.8K +3,064 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.19M +$159K +5,043 +7%
WS
20
Wedbush Securities
California
$2.13M -$65.7K -2,079 -3%
Charles Schwab
21
Charles Schwab
California
$2M -$1.21M -38,259 -36%
TCIM
22
TIAA CREF Investment Management
New York
$1.86M +$397K +12,573 +24%
BCM
23
Bridgeway Capital Management
Texas
$1.82M – – –
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.76M – – –
Prudential Financial
25
Prudential Financial
New Jersey
$1.57M +$408K +12,910 +32%
1
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AGM Hedge Fund Activity: Q2 2015 in Review

92 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q2 2015, worth a combined $202M — up 4.4% from $194M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AGM positions and 6 closed out — a net gain of 9 holders — while 39 added to existing stakes and 25 trimmed.

The largest buyer was Ameriprise, adding an estimated $8.62M. The largest seller was Wellington Management Group, cutting an estimated $12.2M.

  • 92 institutional investors held Federal Agricultural Mortgage (AGM) as of Q2 2015, up from 83 in Q1 2015.
  • Funds reported $202M of Federal Agricultural Mortgage stock for Q2 2015, up 4.4% quarter-over-quarter.
  • 15 funds opened new Federal Agricultural Mortgage positions in Q2 2015 and 6 closed out, a net change of +9 holders.
  • The largest Federal Agricultural Mortgage buyer in Q2 2015 was Ameriprise, an estimated $8.62M added.
  • The largest Federal Agricultural Mortgage seller in Q2 2015 was Wellington Management Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2015.