We are live on ! Find out more
AGM icon

Federal Agricultural Mortgage

158 hedge funds and large institutions have $701M invested in Federal Agricultural Mortgage in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

1.32% more ownership

Funds ownership: 76.16%77.48% (+1.3%)

4% less funds holding

Funds holding: 164158 (-6)

8% less capital invested

Capital invested by funds: $763M → $701M (-$61.9M)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

65% less call options, than puts

Call options by funds: $2.03M | Put options by funds: $5.74M

Holders
158
Holders Change
-6
Holders Change %
-3.66%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
58
Reduced
52
Closed
20
Calls
$2.03M
Puts
$5.74M
Net Calls
-$3.7M
Net Calls Change
-$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$142M -$4.48M -43,550 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.4M -$368K -3,581 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.3M -$138K -1,345 -0.3%
Boston Partners
4
Boston Partners
Massachusetts
$33.9M +$458K +4,452 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$29.5M +$3.37M +32,762 +12%
CCM
6
Copeland Capital Management
Pennsylvania
$29.3M -$145K -1,409 -0.5%
Principal Financial Group
7
Principal Financial Group
Iowa
$26.1M -$141K -1,371 -0.5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$24.2M +$1.85K +18 +0%
LSV Asset Management
9
LSV Asset Management
Illinois
$21.5M -$750K -7,300 -3%
RHJA
10
Rice Hall James & Associates
California
$21.3M -$102K -990 -0.5%
Charles Schwab
11
Charles Schwab
California
$20.8M +$877K +8,532 +4%
State Street
12
State Street
Massachusetts
$18.6M +$367K +3,568 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$16.1M +$225K +2,190 +1%
WRM
14
Weybosset Research & Management
Rhode Island
$12.4M +$13M +126,623 New
M2MC
15
Matthew 25 Management Corp
Pennsylvania
$11M +$360K +3,500 +3%
Northern Trust
16
Northern Trust
Illinois
$10.2M +$925 +9 +0%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$10.1M -$72.6K -706 -0.7%
N
18
Nuveen
North Carolina
$8.7M -$1.42M -13,836 -13%
ProShare Advisors
19
ProShare Advisors
Maryland
$8.59M +$1.75K +17 +0%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.33M -$694K -6,747 -7%
EAM
21
Eagle Asset Management
Florida
$7.55M +$1.55M +15,077 +24%
FWSM
22
First Wilshire Securities Management
California
$7.5M +$2.76M +26,885 +54%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$6.84M +$596K +5,800 +9%
American Century Companies
24
American Century Companies
Missouri
$6.58M +$1.3M +12,601 +23%
AA
25
Ancora Advisors
Ohio
$6.3M +$500K +4,862 +8%

AGM Hedge Fund Activity: Q2 2022 in Review

158 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q2 2022, worth a combined $701M — down 8.1% from $763M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGM and 16 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 58 added.

The largest buyer was Wellington Management Group, adding an estimated $3.37M. The largest seller was BlackRock, cutting an estimated $4.48M.

  • 158 institutional investors held Federal Agricultural Mortgage (AGM) as of Q2 2022, down from 164 in Q1 2022.
  • Funds reported $701M of Federal Agricultural Mortgage stock for Q2 2022, down 8.1% quarter-over-quarter.
  • 16 funds opened new Federal Agricultural Mortgage positions in Q2 2022 and 20 closed out, a net change of -4 holders.
  • The largest Federal Agricultural Mortgage buyer in Q2 2022 was Wellington Management Group, an estimated $3.37M added.
  • The largest Federal Agricultural Mortgage seller in Q2 2022 was BlackRock, an estimated $4.48M sold.

Based on aggregated 13F filings for Q2 2022.