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Federal Agricultural Mortgage

130 hedge funds and large institutions have $402M invested in Federal Agricultural Mortgage in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $357M → $402M (+$44.6M)

0% more funds holding

Funds holding: 130130 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1.76% less ownership

Funds ownership: 69.97%68.22% (-1.8%)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

47% less call options, than puts

Call options by funds: $928K | Put options by funds: $1.76M

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
38
Reduced
49
Closed
17
Calls
$928K
Puts
$1.76M
Net Calls
-$831K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.3M -$142K -2,289 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$40.7M -$623K -10,052 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$31.7M -$2.4M -38,734 -7%
LSV Asset Management
4
LSV Asset Management
Illinois
$28.3M -$2.2M -35,502 -7%
Principal Financial Group
5
Principal Financial Group
Iowa
$22.9M -$1.1M -17,824 -5%
CCM
6
Copeland Capital Management
Pennsylvania
$17M -$658K -10,612 -4%
Boston Partners
7
Boston Partners
Massachusetts
$14.7M -$687K -11,090 -5%
Renaissance Technologies
8
Renaissance Technologies
New York
$12.6M -$2.89M -46,600 -19%
State Street
9
State Street
Massachusetts
$12.4M +$20.6K +333 +0.2%
RHJA
10
Rice Hall James & Associates
California
$11.7M -$227K -3,668 -2%
N
11
Nuveen
North Carolina
$11.5M -$1.1M -17,727 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.75M -$56.9K -918 -0.6%
M2MC
13
Matthew 25 Management Corp
Pennsylvania
$9.49M +$3.3M +53,250 +56%
Charles Schwab
14
Charles Schwab
California
$9.14M +$4.68M +75,478 +112%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$8.33M -$5.52K -89 -0.1%
Northern Trust
16
Northern Trust
Illinois
$7.85M +$471K +7,594 +7%
WRM
17
Weybosset Research & Management
Rhode Island
$7.74M +$69.1K +1,114 +0.9%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$6.58M +$150K +2,421 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.89M -$5.08K -82 -0.1%
FWSM
20
First Wilshire Securities Management
California
$4.38M +$88.8K +1,433 +2%
Invesco
21
Invesco
Georgia
$3.98M -$361K -5,826 -9%
Prudential Financial
22
Prudential Financial
New Jersey
$3.02M -$2.57M -41,420 -47%
BCM
23
Bridgeway Capital Management
Texas
$3M
Ameriprise
24
Ameriprise
Minnesota
$2.86M -$824K -13,300 -23%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$2.48M -$159K -2,570 -6%