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Federal Agricultural Mortgage

134 hedge funds and large institutions have $535M invested in Federal Agricultural Mortgage in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

11% more funds holding

Funds holding: 121134 (+13)

8% more capital invested

Capital invested by funds: $494M → $535M (+$41.1M)

0.39% more ownership

Funds ownership: 74.8%75.19% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

74% less call options, than puts

Call options by funds: $399K | Put options by funds: $1.53M

Holders
134
Holders Change
+13
Holders Change %
+10.74%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
44
Reduced
53
Closed
9
Calls
$399K
Puts
$1.53M
Net Calls
-$1.13M
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$63.2M +$493K +6,646 +0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$60.2M +$5.79K +78 +0%
LSV Asset Management
3
LSV Asset Management
Illinois
$47.1M -$875K -11,800 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.5M +$737K +9,939 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$15.6M -$1.92M -25,900 -11%
Prudential Financial
6
Prudential Financial
New Jersey
$15.3M +$2.15M +28,928 +17%
AQR Capital Management
7
AQR Capital Management
Connecticut
$14.3M -$986K -13,299 -7%
State Street
8
State Street
Massachusetts
$14.3M +$273K +3,687 +2%
TA
9
Teachers Advisors
New York
$11.5M +$5.92M +79,805 +118%
CAM
10
ClariVest Asset Management
California
$11.2M -$134K -1,804 -1%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$10.5M -$3.85M -51,918 -28%
WRM
12
Weybosset Research & Management
Rhode Island
$9.33M -$167K -2,255 -2%
Goldman Sachs
13
Goldman Sachs
New York
$9.1M +$75.7K +1,020 +0.9%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$8.9M -$134K -1,800 -2%
Boston Partners
15
Boston Partners
Massachusetts
$8.82M -$217K -2,923 -3%
Invesco
16
Invesco
Georgia
$8.63M +$101K +1,355 +1%
FWSM
17
First Wilshire Securities Management
California
$8.52M -$1.25M -16,891 -13%
MCM
18
Matarin Capital Management
New York
$8.07M +$371 +5 +0%
Northern Trust
19
Northern Trust
Illinois
$7.97M -$169K -2,284 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$7.46M +$466K +6,289 +7%
Charles Schwab
21
Charles Schwab
California
$7.4M +$191K +2,576 +3%
TCIM
22
TIAA CREF Investment Management
New York
$7.09M +$2.03M +27,319 +43%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.44M +$619K +8,339 +11%
NI
24
Numeric Investors
Massachusetts
$5.84M -$2.23M -30,092 -29%
Ameriprise
25
Ameriprise
Minnesota
$5.59M +$124K +1,675 +2%