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Federal Agricultural Mortgage

86 hedge funds and large institutions have $212M invested in Federal Agricultural Mortgage in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more call options, than puts

Call options by funds: $578K | Put options by funds: $139K

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $177M → $212M (+$35.2M)

2% more funds holding

Funds holding: 8486 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.36% less ownership

Funds ownership: 71.82%71.46% (-0.36%)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
33
Reduced
27
Closed
10
Calls
$578K
Puts
$139K
Net Calls
+$439K
Net Calls Change
+$840K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.3M +$93.7K +3,115 +0.4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$23.6M -$271K -9,007 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.6M -$64.5K -2,145 -0.3%
FWSM
4
First Wilshire Securities Management
California
$18.7M -$2.07M -68,882 -10%
LSV Asset Management
5
LSV Asset Management
Illinois
$14.5M +$490K +16,300 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.94M +$128K +4,252 +1%
BFA
7
BlackRock Fund Advisors
California
$8.63M +$346K +11,510 +4%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$7.45M -$111K -3,675 -2%
State Street
9
State Street
Massachusetts
$6.93M +$245K +8,135 +4%
Boston Partners
10
Boston Partners
Massachusetts
$6.47M +$179K +5,966 +3%
NI
11
Numeric Investors
Massachusetts
$6.29M +$2.81M +93,370 +88%
BIT
12
BlackRock Institutional Trust
California
$5.35M +$750K +24,950 +17%
Ameriprise
13
Ameriprise
Minnesota
$5.04M -$940K -31,246 -16%
PCM
14
Portolan Capital Management
Massachusetts
$3.8M +$98.2K +3,264 +3%
Northern Trust
15
Northern Trust
Illinois
$3.28M +$72.5K +2,410 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.23M +$2.11M +70,038 +216%
FP
17
Foundry Partners
Minnesota
$2.81M +$127K +4,220 +5%
AL
18
AJO LP
Pennsylvania
$2.64M +$2.25M +74,662 +826%
Charles Schwab
19
Charles Schwab
California
$2.47M -$117K -3,892 -5%
Morgan Stanley
20
Morgan Stanley
New York
$2.35M +$1.6M +53,054 +248%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.23M -$30.8K -1,025 -1%
WS
22
Wedbush Securities
California
$2.17M -$159K -5,290 -7%
TCIM
23
TIAA CREF Investment Management
New York
$2.08M +$53.3K +1,772 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.05M -$264K -8,775 -12%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.85M