We are live on ! Find out more
AGM icon

Federal Agricultural Mortgage
AGM

84 hedge funds and large institutions have $177M invested in Federal Agricultural Mortgage in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

2.09% less ownership

Funds ownership: 73.91% → 71.82% (-2.1%)

9% less funds holding

Funds holding: 92 → 84 (-8)

12% less capital invested

Capital invested by funds: $202M → $177M (-$25.2M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

87% less call options, than puts

Call options by funds: $60K | Put options by funds: $461K

Holders
84
Holders Change
-8
Holders Change %
-8.7%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
32
Reduced
33
Closed
13
Calls
$60K
Puts
$461K
Net Calls
-$401K
Net Calls Change
-$520K

Top Buyers

1
PCM
Portolan Capital Management
Massachusetts
+$3.09M
2
BIT
BlackRock Institutional Trust
California
+$552K
3
WA
Whitebox Advisors
Minnesota
+$541K
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$532K
5
LSV Asset Management
LSV Asset Management
Illinois
+$501K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.36M
2
FWSM
First Wilshire Securities Management
California
-$784K
3
Two Sigma Investments
Two Sigma Investments
New York
-$708K
4
Axa
Axa
France
-$677K
5
Stifel Financial
Stifel Financial
Missouri
-$651K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$20.7M +$9.62K +364 +0%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.6M -$434K -16,429 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.8M – – –
FWSM
4
First Wilshire Securities Management
California
$17.2M -$784K -29,658 -4%
LSV Asset Management
5
LSV Asset Management
Illinois
$11.5M +$501K +18,958 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.05M -$117K -4,444 -1%
BFA
7
BlackRock Fund Advisors
California
$6.79M -$96.6K -3,656 -1%
EAM
8
Eagle Asset Management
Florida
$6.33M -$50K -1,894 -0.8%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$6.21M – – –
State Street
10
State Street
Massachusetts
$5.49M -$57.9K -2,193 -1%
Boston Partners
11
Boston Partners
Massachusetts
$5.16M +$112K +4,226 +2%
Ameriprise
12
Ameriprise
Minnesota
$4.95M -$2.36M -89,511 -32%
BIT
13
BlackRock Institutional Trust
California
$3.75M +$552K +20,909 +17%
PCM
14
Portolan Capital Management
Massachusetts
$3.04M +$3.09M +117,100 New
WA
15
Whitebox Advisors
Minnesota
$2.84M +$541K +20,485 +23%
NI
16
Numeric Investors
Massachusetts
$2.75M +$131K +4,977 +5%
Northern Trust
17
Northern Trust
Illinois
$2.63M -$308K -11,643 -10%
FP
18
Foundry Partners
Minnesota
$2.19M -$230K -8,695 -9%
Charles Schwab
19
Charles Schwab
California
$2.13M +$352K +13,335 +19%
WS
20
Wedbush Securities
California
$1.92M +$23.8K +900 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.91M -$339K -12,826 -15%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.86M -$98.2K -3,718 -5%
TCIM
23
TIAA CREF Investment Management
New York
$1.66M – – –
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.52M -$52.8K -2,000 -3%
BCM
25
Bridgeway Capital Management
Texas
$1.4M -$238K -9,000 -14%
1
2 3 4

AGM Hedge Fund Activity: Q3 2015 in Review

84 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q3 2015, worth a combined $177M — down 12% from $202M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AGM and 6 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $3.09M. The largest seller was Ameriprise, cutting an estimated $2.36M.

  • 84 institutional investors held Federal Agricultural Mortgage (AGM) as of Q3 2015, down from 92 in Q2 2015.
  • Funds reported $177M of Federal Agricultural Mortgage stock for Q3 2015, down 12% quarter-over-quarter.
  • 6 funds opened new Federal Agricultural Mortgage positions in Q3 2015 and 13 closed out, a net change of -7 holders.
  • The largest Federal Agricultural Mortgage buyer in Q3 2015 was Portolan Capital Management, an estimated $3.09M added.
  • The largest Federal Agricultural Mortgage seller in Q3 2015 was Ameriprise, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2015.