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Federal Agricultural Mortgage

144 hedge funds and large institutions have $693M invested in Federal Agricultural Mortgage in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

103% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $997K

42% more capital invested

Capital invested by funds: $487M → $693M (+$206M)

15% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 48

9% more funds holding

Funds holding: 132144 (+12)

3.65% more ownership

Funds ownership: 71.21%74.86% (+3.7%)

Holders
144
Holders Change
+12
Holders Change %
+9.09%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
55
Reduced
48
Closed
12
Calls
$2.02M
Puts
$997K
Net Calls
+$1.03M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$106M +$4.54M +52,597 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.7M +$884K +10,233 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$46.6M -$1.45M -16,783 -4%
LSV Asset Management
4
LSV Asset Management
Illinois
$41M -$2.18M -25,217 -6%
Boston Partners
5
Boston Partners
Massachusetts
$35M +$11.7M +136,025 +64%
CCM
6
Copeland Capital Management
Pennsylvania
$34M +$227K +2,628 +0.8%
Principal Financial Group
7
Principal Financial Group
Iowa
$31.5M -$6.58M -76,168 -20%
RHJA
8
Rice Hall James & Associates
California
$24.7M +$143K +1,660 +0.7%
State Street
9
State Street
Massachusetts
$17.9M -$744K -8,615 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.1M +$1.32M +15,261 +11%
N
11
Nuveen
North Carolina
$14.9M -$452K -5,237 -3%
Charles Schwab
12
Charles Schwab
California
$14.8M -$490K -5,677 -4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$14.2M -$206K -2,384 -2%
M2MC
14
Matthew 25 Management Corp
Pennsylvania
$13.5M -$3.52M -40,805 -23%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$13.2M +$11.3M +131,000 +1,091,667%
WRM
16
Weybosset Research & Management
Rhode Island
$13M +$219K +2,540 +2%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$12.5M -$201K -2,332 -2%
Northern Trust
18
Northern Trust
Illinois
$10.9M -$433K -5,017 -4%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$9.93M +$5.95M +68,885 +232%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.05M +$30.4K +352 +0.4%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$6.74M -$516K -5,973 -8%
FWSM
22
First Wilshire Securities Management
California
$6.37M -$120K -1,393 -2%
FP
23
Foundry Partners
Minnesota
$5.43M +$681K +7,885 +17%
DA
24
Denali Advisors
California
$5.3M +$95K +1,100 +2%
Renaissance Technologies
25
Renaissance Technologies
New York
$5.23M -$2.51M -29,100 -36%