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Federal Agricultural Mortgage

96 hedge funds and large institutions have $244M invested in Federal Agricultural Mortgage in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

634% more call options, than puts

Call options by funds: $690K | Put options by funds: $94K

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $212M → $244M (+$31.6M)

12% more funds holding

Funds holding: 8696 (+10)

2.3% more ownership

Funds ownership: 71.46%73.77% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
32
Reduced
32
Closed
9
Calls
$690K
Puts
$94K
Net Calls
+$596K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$30.3M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.7M -$162K -5,000 -0.7%
FWSM
3
First Wilshire Securities Management
California
$18.1M -$3.74M -115,160 -19%
LSV Asset Management
4
LSV Asset Management
Illinois
$16.4M -$760K -23,431 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.2M +$1.13M +34,700 +11%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$11.9M -$14M -430,930 -58%
NI
7
Numeric Investors
Massachusetts
$10.3M +$2.41M +74,258 +37%
Boston Partners
8
Boston Partners
Massachusetts
$9.74M +$1.73M +53,248 +26%
BFA
9
BlackRock Fund Advisors
California
$9.5M -$698K -21,513 -8%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$8.89M -$15K -461 -0.2%
BIT
11
BlackRock Institutional Trust
California
$6.88M +$424K +13,078 +8%
State Street
12
State Street
Massachusetts
$6.62M -$1.43M -44,136 -20%
Morgan Stanley
13
Morgan Stanley
New York
$4.23M +$1.22M +37,568 +50%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.01M +$124K +3,831 +4%
NAP
15
New Amsterdam Partners
New York
$3.94M +$3.39M +104,342 New
AL
16
AJO LP
Pennsylvania
$3.91M +$644K +19,850 +24%
Northern Trust
17
Northern Trust
Illinois
$3.89M -$23.9K -737 -0.7%
Charles Schwab
18
Charles Schwab
California
$3.33M +$323K +9,941 +13%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$2.61M +$344K +10,600 +18%
Renaissance Technologies
20
Renaissance Technologies
New York
$2.37M +$2.04M +62,800 New
WS
21
Wedbush Securities
California
$2.29M -$266K -8,189 -12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.23M -$194K -5,990 -9%
TCIM
23
TIAA CREF Investment Management
New York
$2.04M -$385K -11,862 -18%
FP
24
Foundry Partners
Minnesota
$1.9M -$1.25M -38,432 -43%
CPIM
25
Columbia Partners Investment Management
Virginia
$1.86M +$1.6M +49,367 New