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Federal Agricultural Mortgage
AGM

128 hedge funds and large institutions have $491M invested in Federal Agricultural Mortgage in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.68% less ownership

Funds ownership: 75.05% → 74.38% (-0.68%)

10% less funds holding

Funds holding: 143 → 128 (-15)

20% less capital invested

Capital invested by funds: $612M → $491M (-$122M)

22% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 54

52% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 25

65% less call options, than puts

Call options by funds: $628K | Put options by funds: $1.79M

Holders
128
Holders Change
-15
Holders Change %
-10.49%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
42
Reduced
54
Closed
25
Calls
$628K
Puts
$1.79M
Net Calls
-$1.16M
Net Calls Change
+$25K

Top Buyers

1
RHJA
Rice Hall James & Associates
California
+$5.69M
2
BlackRock
BlackRock
New York
+$3.67M
3
SCP
Seizert Capital Partners
Michigan
+$3.61M
4
CCM
Copeland Capital Management
Pennsylvania
+$2.98M
5
WRF
Waddell & Reed Financial
Kansas
+$2.46M

Top Sellers

1
BA
Boston Advisors
Massachusetts
-$3.77M
2
CEP
Chicago Equity Partners
Illinois
-$3.24M
3
Man Group
Man Group
United Kingdom
-$3.12M
4
CAM
ClariVest Asset Management
California
-$2.92M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$67.3M +$3.67M +43,224 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$55.2M +$1.34M +15,782 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.2M +$2.12M +25,004 +4%
LSV Asset Management
4
LSV Asset Management
Illinois
$41M -$848K -10,000 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$19.5M +$1.43M +16,900 +7%
Prudential Financial
6
Prudential Financial
New Jersey
$14.9M -$817K -9,624 -4%
CCM
7
Copeland Capital Management
Pennsylvania
$13.7M +$2.98M +35,108 +23%
State Street
8
State Street
Massachusetts
$12.7M +$257K +3,032 +2%
TA
9
Teachers Advisors
New York
$12M +$75K +884 +0.5%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$9.45M -$336K -3,958 -3%
WRM
11
Weybosset Research & Management
Rhode Island
$8.55M +$63.3K +746 +0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.15M +$769K +9,069 +9%
Northern Trust
13
Northern Trust
Illinois
$8.04M +$303K +3,575 +3%
Goldman Sachs
14
Goldman Sachs
New York
$7.98M +$386K +4,555 +4%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$7.42M +$1.57M +18,501 +22%
FWSM
16
First Wilshire Securities Management
California
$7.03M -$31.6K -373 -0.4%
Invesco
17
Invesco
Georgia
$6.93M -$264K -3,106 -3%
CAM
18
ClariVest Asset Management
California
$6.72M -$2.92M -34,440 -27%
RHJA
19
Rice Hall James & Associates
California
$6.67M +$5.69M +67,077 +265%
Boston Partners
20
Boston Partners
Massachusetts
$6.55M -$102K -1,208 -1%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$6.55M +$40.3K +475 +0.5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.19M +$1.26M +14,839 +21%
Charles Schwab
23
Charles Schwab
California
$6.08M +$1.63M +19,165 +29%
Ameriprise
24
Ameriprise
Minnesota
$5.63M +$757K +8,923 +13%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$4.92M -$2.47M -29,140 -30%
1
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AGM Hedge Fund Activity: Q3 2018 in Review

128 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q3 2018, worth a combined $491M — down 20% from $612M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AGM and 12 opened new positions — a net loss of 13 holders — while 54 trimmed existing stakes and 42 added.

The largest buyer was Rice Hall James & Associates, adding an estimated $5.69M. The largest seller was Boston Advisors, exiting entirely with an estimated $3.77M sold.

  • 128 institutional investors held Federal Agricultural Mortgage (AGM) as of Q3 2018, down from 143 in Q2 2018.
  • Funds reported $491M of Federal Agricultural Mortgage stock for Q3 2018, down 20% quarter-over-quarter.
  • 12 funds opened new Federal Agricultural Mortgage positions in Q3 2018 and 25 closed out, a net change of -13 holders.
  • The largest Federal Agricultural Mortgage buyer in Q3 2018 was Rice Hall James & Associates, an estimated $5.69M added.
  • The largest Federal Agricultural Mortgage seller in Q3 2018 was Boston Advisors, an estimated $3.77M sold.

Based on aggregated 13F filings for Q3 2018.