We are live on ! Find out more
AGM icon

Federal Agricultural Mortgage

171 hedge funds and large institutions have $874M invested in Federal Agricultural Mortgage in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $2.17M

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

17% more funds holding

Funds holding: 146171 (+25)

15% more capital invested

Capital invested by funds: $757M → $874M (+$117M)

1.11% more ownership

Funds ownership: 75.6%76.71% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

Holders
171
Holders Change
+25
Holders Change %
+17.12%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
44
Reduced
61
Closed
15
Calls
$12.4M
Puts
$2.17M
Net Calls
+$10.3M
Net Calls Change
+$9.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$179M +$31.2M +253,585 +21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.7M -$38.1K -310 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.8M -$1.19M -9,688 -2%
Boston Partners
4
Boston Partners
Massachusetts
$42.3M -$241K -1,958 -0.6%
CCM
5
Copeland Capital Management
Pennsylvania
$36.7M +$1.07M +8,698 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$33.9M -$1.09M -8,853 -3%
LSV Asset Management
7
LSV Asset Management
Illinois
$33.1M -$18.9M -153,880 -37%
Principal Financial Group
8
Principal Financial Group
Iowa
$31.9M +$259K +2,103 +0.8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$28.7M +$74.7K +607 +0.3%
RHJA
10
Rice Hall James & Associates
California
$26.9M -$372K -3,026 -1%
Charles Schwab
11
Charles Schwab
California
$24.3M +$2.01M +16,310 +9%
State Street
12
State Street
Massachusetts
$23.4M +$1.07M +8,710 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$21.2M +$617K +5,016 +3%
WRM
14
Weybosset Research & Management
Rhode Island
$15.6M -$184K -1,494 -1%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$13.9M -$545K -4,433 -4%
N
16
Nuveen
North Carolina
$13.4M -$3.6M -29,278 -21%
Northern Trust
17
Northern Trust
Illinois
$13.2M -$135K -1,099 -1%
M2MC
18
Matthew 25 Management Corp
Pennsylvania
$12.4M -$246K -2,000 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11.3M -$251K -2,037 -2%
ProShare Advisors
20
ProShare Advisors
Maryland
$9.95M -$2.02M -16,411 -17%
Victory Capital Management
21
Victory Capital Management
Texas
$9.51M +$1.33M +10,816 +16%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$8.31M -$2.19M -17,784 -21%
Wells Fargo
23
Wells Fargo
California
$7.19M +$445K +3,619 +7%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$6.98M -$1.6M -12,980 -19%
FWSM
25
First Wilshire Securities Management
California
$6.3M -$1.5M -12,217 -19%