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Federal Agricultural Mortgage

117 hedge funds and large institutions have $387M invested in Federal Agricultural Mortgage in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

43% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.69M

2% more capital invested

Capital invested by funds: $378M → $387M (+$8.86M)

1% more funds holding

Funds holding: 116117 (+1)

0.67% more ownership

Funds ownership: 73.82%74.49% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
41
Reduced
45
Closed
9
Calls
$2.42M
Puts
$1.69M
Net Calls
+$728K
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$45.7M -$272K -4,710 -0.6%
BlackRock
2
BlackRock
New York
$36.5M +$34.5M +597,681 +1,664%
LSV Asset Management
3
LSV Asset Management
Illinois
$34.2M +$1.03M +17,856 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.8M +$1.36M +23,460 +5%
NI
5
Numeric Investors
Massachusetts
$17.9M -$2.16M -37,378 -11%
AQR Capital Management
6
AQR Capital Management
Connecticut
$15.3M +$1.5M +25,889 +11%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$13M -$198K -3,420 -1%
FWSM
8
First Wilshire Securities Management
California
$11.7M -$579K -10,017 -5%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.6M +$561K +9,700 +6%
State Street
10
State Street
Massachusetts
$10.4M +$33.7K +583 +0.3%
WRM
11
Weybosset Research & Management
Rhode Island
$8.72M -$314K -5,430 -3%
AL
12
AJO LP
Pennsylvania
$8.2M -$2.42M -41,795 -23%
Prudential Financial
13
Prudential Financial
New Jersey
$7.65M +$1.73M +29,995 +29%
Boston Partners
14
Boston Partners
Massachusetts
$6.72M +$143K +2,472 +2%
CAM
15
ClariVest Asset Management
California
$6.69M +$1.1M +19,043 +20%
Charles Schwab
16
Charles Schwab
California
$6.55M -$25.4K -440 -0.4%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$6.41M +$1.09M +18,792 +20%
Northern Trust
18
Northern Trust
Illinois
$5.95M +$219K +3,786 +4%
Morgan Stanley
19
Morgan Stanley
New York
$5.74M -$1.68M -29,065 -23%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.55M +$485K +8,396 +10%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$4.13M -$2.89M -49,997 -41%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$4.05M +$114K +1,980 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.02M +$299K +5,175 +8%
MCM
24
Matarin Capital Management
New York
$3.77M +$3.32M +57,513 +720%
Goldman Sachs
25
Goldman Sachs
New York
$3.68M +$137K +2,378 +4%