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Federal Agricultural Mortgage
AGM

135 hedge funds and large institutions have $398M invested in Federal Agricultural Mortgage in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

4% more funds holding

Funds holding: 130 → 135 (+5)

0.1% less ownership

Funds ownership: 68.22% → 68.12% (-0.1%)

1% less capital invested

Capital invested by funds: $402M → $398M (-$3.69M)

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

66% less call options, than puts

Call options by funds: $1.41M | Put options by funds: $4.17M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
43
Reduced
46
Closed
13
Calls
$1.41M
Puts
$4.17M
Net Calls
-$2.77M
Net Calls Change
-$1.93M

Top Buyers

1
CCM
Copeland Capital Management
Pennsylvania
+$5.04M
2
Principal Financial Group
Principal Financial Group
Iowa
+$4.24M
3
RHJA
Rice Hall James & Associates
California
+$2.21M
4
M2MC
Matthew 25 Management Corp
Pennsylvania
+$1.41M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$1.24M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$4.47M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$4.12M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.49M
5
BCM
Bridgeway Capital Management
Texas
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$56M -$20.4K -315 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.3M -$2.2M -33,968 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30.9M -$593K -9,176 -2%
LSV Asset Management
4
LSV Asset Management
Illinois
$28M -$205K -3,179 -0.7%
Principal Financial Group
5
Principal Financial Group
Iowa
$26.9M +$4.24M +65,627 +18%
CCM
6
Copeland Capital Management
Pennsylvania
$21.9M +$5.04M +77,983 +29%
Boston Partners
7
Boston Partners
Massachusetts
$14.1M -$627K -9,698 -4%
RHJA
8
Rice Hall James & Associates
California
$13.9M +$2.21M +34,184 +19%
State Street
9
State Street
Massachusetts
$12.2M -$117K -1,813 -0.9%
M2MC
10
Matthew 25 Management Corp
Pennsylvania
$10.8M +$1.41M +21,750 +15%
N
11
Nuveen
North Carolina
$10.2M -$1.33M -20,606 -11%
Charles Schwab
12
Charles Schwab
California
$9.67M +$592K +9,164 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.65M -$1.06M -16,399 -11%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$8.46M +$178K +2,756 +2%
Renaissance Technologies
15
Renaissance Technologies
New York
$8.13M -$4.47M -69,100 -35%
WRM
16
Weybosset Research & Management
Rhode Island
$7.88M +$188K +2,906 +2%
Northern Trust
17
Northern Trust
Illinois
$7.39M -$424K -6,556 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.62M -$242K -3,751 -4%
FWSM
19
First Wilshire Securities Management
California
$4.25M -$106K -1,641 -2%
Invesco
20
Invesco
Georgia
$3.65M -$312K -4,824 -8%
RJA
21
Raymond James & Associates
Florida
$2.93M +$592K +9,159 +25%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.53M +$331K +5,122 +15%
DA
23
Denali Advisors
California
$2.51M +$643K +9,950 +34%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$2.49M -$4.12M -63,737 -62%
Bank of America
25
Bank of America
North Carolina
$2.48M +$115K +1,776 +5%
1
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AGM Hedge Fund Activity: Q3 2020 in Review

135 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q3 2020, worth a combined $398M — down 0.92% from $402M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AGM positions and 13 closed out — a net gain of 5 holders — while 43 added to existing stakes and 46 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $5.04M. The largest seller was Renaissance Technologies, cutting an estimated $4.47M.

  • 135 institutional investors held Federal Agricultural Mortgage (AGM) as of Q3 2020, up from 130 in Q2 2020.
  • Funds reported $398M of Federal Agricultural Mortgage stock for Q3 2020, down 0.92% quarter-over-quarter.
  • 18 funds opened new Federal Agricultural Mortgage positions in Q3 2020 and 13 closed out, a net change of +5 holders.
  • The largest Federal Agricultural Mortgage buyer in Q3 2020 was Copeland Capital Management, an estimated $5.04M added.
  • The largest Federal Agricultural Mortgage seller in Q3 2020 was Renaissance Technologies, an estimated $4.47M sold.

Based on aggregated 13F filings for Q3 2020.