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Federal Agricultural Mortgage

164 hedge funds and large institutions have $763M invested in Federal Agricultural Mortgage in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $3.88M

9% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 57

0.55% less ownership

Funds ownership: 76.71%76.16% (-0.55%)

4% less funds holding

Funds holding: 171164 (-7)

13% less capital invested

Capital invested by funds: $874M → $763M (-$111M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

Holders
164
Holders Change
-7
Holders Change %
-4.09%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
62
Reduced
57
Closed
23
Calls
$4.49M
Puts
$3.88M
Net Calls
+$604K
Net Calls Change
-$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$163M +$6.51M +53,219 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$53M +$3.79M +30,963 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.1M +$38K +311 +0.1%
Boston Partners
4
Boston Partners
Massachusetts
$36.7M -$197K -1,614 -0.5%
CCM
5
Copeland Capital Management
Pennsylvania
$32.7M +$697K +5,698 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$29.2M -$520K -4,252 -2%
Principal Financial Group
7
Principal Financial Group
Iowa
$29.1M +$591K +4,832 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$26.9M +$2.02M +16,486 +7%
LSV Asset Management
9
LSV Asset Management
Illinois
$24.6M -$4.84M -39,560 -15%
RHJA
10
Rice Hall James & Associates
California
$23.8M +$249K +2,039 +0.9%
Charles Schwab
11
Charles Schwab
California
$22.2M +$977K +7,994 +4%
State Street
12
State Street
Massachusetts
$20.3M -$175K -1,434 -0.8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$17.7M -$987K -8,072 -5%
N
14
Nuveen
North Carolina
$12.3M -$671K -5,484 -5%
M2MC
15
Matthew 25 Management Corp
Pennsylvania
$11.8M +$1.1M +9,000 +9%
Northern Trust
16
Northern Trust
Illinois
$11.4M -$200K -1,633 -2%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$11.3M -$981K -8,025 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.98M +$132K +1,079 +1%
ProShare Advisors
19
ProShare Advisors
Maryland
$9.54M +$939K +7,677 +10%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$8.02M +$836K +6,839 +10%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$6.97M +$969K +7,923 +14%
EAM
22
Eagle Asset Management
Florida
$6.76M +$7.62M +62,297 New
Wells Fargo
23
Wells Fargo
California
$6.7M +$453K +3,709 +6%
AA
24
Ancora Advisors
Ohio
$6.47M +$1.13M +9,242 +18%
American Century Companies
25
American Century Companies
Missouri
$5.94M +$1.95M +15,933 +41%

AGM Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q1 2022, worth a combined $763M — down 13% from $874M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AGM and 18 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 62 added.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $7.62M. The largest seller was Victory Capital Management, cutting an estimated $5.98M.

  • 164 institutional investors held Federal Agricultural Mortgage (AGM) as of Q1 2022, down from 171 in Q4 2021.
  • Funds reported $763M of Federal Agricultural Mortgage stock for Q1 2022, down 13% quarter-over-quarter.
  • 18 funds opened new Federal Agricultural Mortgage positions in Q1 2022 and 23 closed out, a net change of -5 holders.
  • The largest Federal Agricultural Mortgage buyer in Q1 2022 was Eagle Asset Management, an estimated $7.62M added.
  • The largest Federal Agricultural Mortgage seller in Q1 2022 was Victory Capital Management, an estimated $5.98M sold.

Based on aggregated 13F filings for Q1 2022.