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Federal Agricultural Mortgage

143 hedge funds and large institutions have $553M invested in Federal Agricultural Mortgage in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 140143 (+3)

1% more capital invested

Capital invested by funds: $547M → $553M (+$6.26M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.73% less ownership

Funds ownership: 72.93%72.2% (-0.73%)

36% less call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.91M

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
55
Reduced
43
Closed
16
Calls
$1.22M
Puts
$1.91M
Net Calls
-$693K
Net Calls Change
-$475K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$79.5M -$2.2M -26,433 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$54M +$948K +11,395 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.2M -$3.67M -44,179 -7%
LSV Asset Management
4
LSV Asset Management
Illinois
$41.7M -$740K -8,900 -2%
Principal Financial Group
5
Principal Financial Group
Iowa
$25.9M +$11.8M +141,870 +84%
CCM
6
Copeland Capital Management
Pennsylvania
$23.3M +$695K +8,361 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$20.6M -$615K -7,400 -3%
N
8
Nuveen
North Carolina
$18.4M -$2.5M -30,082 -12%
RHJA
9
Rice Hall James & Associates
California
$16.2M -$353K -4,246 -2%
State Street
10
State Street
Massachusetts
$15.9M +$308K +3,706 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.3M +$299K +3,595 +3%
Prudential Financial
12
Prudential Financial
New Jersey
$11.1M -$3.65M -43,900 -25%
WRM
13
Weybosset Research & Management
Rhode Island
$9.92M +$416 +5 +0%
Northern Trust
14
Northern Trust
Illinois
$9.41M -$460K -5,533 -5%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$9.32M -$365K -4,392 -4%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$8.67M -$719K -8,650 -8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.08M +$697K +8,382 +9%
Boston Partners
18
Boston Partners
Massachusetts
$7.46M +$69K +830 +0.9%
Invesco
19
Invesco
Georgia
$6.25M -$48.1K -579 -0.8%
FWSM
20
First Wilshire Securities Management
California
$5.58M -$365K -4,389 -6%
Charles Schwab
21
Charles Schwab
California
$4.95M +$170K +2,046 +4%
BCM
22
Bridgeway Capital Management
Texas
$4.69M
M2MC
23
Matthew 25 Management Corp
Pennsylvania
$4.59M
Ameriprise
24
Ameriprise
Minnesota
$4.33M +$778K +9,358 +22%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$4.12M -$3.81M -45,836 -48%