We are live on ! Find out more
AGM icon

Federal Agricultural Mortgage

132 hedge funds and large institutions have $487M invested in Federal Agricultural Mortgage in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

22% more capital invested

Capital invested by funds: $398M → $487M (+$88.7M)

3.1% more ownership

Funds ownership: 68.12%71.21% (+3.1%)

1% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.05M

2% less funds holding

Funds holding: 135132 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
54
Reduced
38
Closed
17
Calls
$1.04M
Puts
$1.05M
Net Calls
-$7K
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$73.9M +$8.11M +116,669 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.2M +$1.44M +20,684 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.6M -$465K -6,690 -1%
LSV Asset Management
4
LSV Asset Management
Illinois
$32.1M -$480K -6,900 -2%
Principal Financial Group
5
Principal Financial Group
Iowa
$28.9M -$2.34M -33,588 -8%
CCM
6
Copeland Capital Management
Pennsylvania
$24.9M -$567K -8,158 -2%
RHJA
7
Rice Hall James & Associates
California
$18.1M +$1.79M +25,720 +12%
Boston Partners
8
Boston Partners
Massachusetts
$15.7M -$686K -9,861 -4%
State Street
9
State Street
Massachusetts
$13.8M -$380K -5,463 -3%
M2MC
10
Matthew 25 Management Corp
Pennsylvania
$13M +$313K +4,505 +3%
N
11
Nuveen
North Carolina
$11.4M -$461K -6,625 -4%
Charles Schwab
12
Charles Schwab
California
$11.3M +$32.9K +473 +0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10.7M +$597K +8,581 +6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$10.6M +$8.07M +115,996 +425%
WRM
15
Weybosset Research & Management
Rhode Island
$9.43M +$221K +3,176 +3%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$9.39M -$442K -6,349 -5%
Northern Trust
17
Northern Trust
Illinois
$8.43M -$174K -2,504 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.65M +$89K +1,279 +1%
Renaissance Technologies
19
Renaissance Technologies
New York
$6.01M -$3.25M -46,700 -37%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$5.41M +$2.51M +36,090 +98%
FWSM
21
First Wilshire Securities Management
California
$4.8M -$145K -2,084 -3%
GKIM
22
GW&K Investment Management
Massachusetts
$3.94M +$3.45M +49,608 +1,409%
DA
23
Denali Advisors
California
$3.83M +$844K +12,140 +31%
Invesco
24
Invesco
Georgia
$3.48M -$729K -10,483 -18%
FP
25
Foundry Partners
Minnesota
$3.42M +$551K +7,925 +21%