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Federal Agricultural Mortgage

116 hedge funds and large institutions have $378M invested in Federal Agricultural Mortgage in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

109% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $1M

43% more capital invested

Capital invested by funds: $264M → $378M (+$114M)

10% more funds holding

Funds holding: 105116 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.34% less ownership

Funds ownership: 74.16%73.82% (-0.34%)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
42
Reduced
44
Closed
10
Calls
$2.1M
Puts
$1M
Net Calls
+$1.09M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$45.7M -$161K -3,304 -0.4%
LSV Asset Management
2
LSV Asset Management
Illinois
$33M +$1.26M +25,800 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.3M +$2.87M +59,040 +13%
NI
4
Numeric Investors
Massachusetts
$19.9M -$1.17M -23,956 -6%
BFA
5
BlackRock Fund Advisors
California
$16.3M +$2.13M +43,684 +18%
BIT
6
BlackRock Institutional Trust
California
$14.3M +$1.81M +37,275 +18%
AQR Capital Management
7
AQR Capital Management
Connecticut
$13.8M +$1.89M +38,770 +19%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$13.2M +$66.9K +1,374 +0.6%
FWSM
9
First Wilshire Securities Management
California
$12.2M -$6.53M -134,040 -39%
AL
10
AJO LP
Pennsylvania
$10.5M -$2.17M -44,509 -19%
State Street
11
State Street
Massachusetts
$10.3M +$608K +12,487 +7%
Renaissance Technologies
12
Renaissance Technologies
New York
$10M +$1.34M +27,500 +19%
WRM
13
Weybosset Research & Management
Rhode Island
$8.99M +$9.01K +185 +0.1%
Morgan Stanley
14
Morgan Stanley
New York
$7.37M +$1.17M +24,071 +23%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$6.97M +$3.53M +72,587 +148%
Charles Schwab
16
Charles Schwab
California
$6.55M -$1.59M -32,626 -22%
Boston Partners
17
Boston Partners
Massachusetts
$6.54M -$8.25M -169,384 -60%
Prudential Financial
18
Prudential Financial
New Jersey
$5.89M -$54.5K -1,120 -1%
Northern Trust
19
Northern Trust
Illinois
$5.7M +$316K +6,500 +7%
CAM
20
ClariVest Asset Management
California
$5.57M +$1.99M +40,869 +73%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$5.3M +$2M +41,008 +80%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.04M +$537K +11,032 +14%
GC
23
Guggenheim Capital
Illinois
$3.92M -$724K -14,877 -18%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.91M +$65.3K +1,341 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.71M +$409K +8,400 +15%