We are live on ! Find out more
AGM icon

Federal Agricultural Mortgage

166 hedge funds and large institutions have $709M invested in Federal Agricultural Mortgage in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

5% more funds holding

Funds holding: 158166 (+8)

1% more capital invested

Capital invested by funds: $701M → $709M (+$7.84M)

0.35% less ownership

Funds ownership: 77.48%77.13% (-0.35%)

7% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 59

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

83% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $6.99M

Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
20
Increased
55
Reduced
59
Closed
11
Calls
$1.17M
Puts
$6.99M
Net Calls
-$5.82M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$145M +$190K +1,795 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$51.8M +$3.99M +37,636 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.9M -$2.12K -20 -0%
Boston Partners
4
Boston Partners
Massachusetts
$33.9M -$1.04M -9,850 -3%
CCM
5
Copeland Capital Management
Pennsylvania
$30.3M +$556K +5,243 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$28.5M -$1.52M -14,320 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$26.7M +$2.28M +21,486 +9%
Principal Financial Group
8
Principal Financial Group
Iowa
$26.4M -$135K -1,271 -0.5%
Charles Schwab
9
Charles Schwab
California
$22.3M +$1.28M +12,071 +6%
LSV Asset Management
10
LSV Asset Management
Illinois
$20.9M -$1.01M -9,500 -4%
RHJA
11
Rice Hall James & Associates
California
$20.4M -$1.29M -12,149 -6%
State Street
12
State Street
Massachusetts
$19M +$36.1K +340 +0.2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$16.4M -$9.97K -94 -0.1%
WRM
14
Weybosset Research & Management
Rhode Island
$12.7M +$186K +1,757 +1%
Northern Trust
15
Northern Trust
Illinois
$10.4M -$4.46K -42 -0%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$10.4M +$122K +1,147 +1%
M2MC
17
Matthew 25 Management Corp
Pennsylvania
$9.91M -$1.33M -12,500 -11%
N
18
Nuveen
North Carolina
$8.73M -$112K -1,053 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.53M +$77K +726 +0.9%
FWSM
20
First Wilshire Securities Management
California
$7.83M +$232K +2,191 +3%
EAM
21
Eagle Asset Management
Florida
$7.48M -$204K -1,922 -2%
ProShare Advisors
22
ProShare Advisors
Maryland
$7.27M -$1.56M -14,702 -17%
American Century Companies
23
American Century Companies
Missouri
$6.72M +$39.1K +369 +0.5%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$6.42M -$561K -5,290 -8%
AA
25
Ancora Advisors
Ohio
$6.39M