Federal Agricultural Mortgage
182 hedge funds and large institutions have $759M invested in Federal Agricultural Mortgage in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 15 closing their positions.
153% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 15
40% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 47
10% more funds holding
Funds holding: 166 → 182 (+16)
7% more capital invested
Capital invested by funds: $709M → $759M (+$49.6M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4.55% less ownership
Funds ownership: 77.13% → 72.58% (-4.6%)
76% less call options, than puts
Call options by funds: $1.05M | Put options by funds: $4.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$2.72M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$2.4M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.92M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.47M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$8.82M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$6.42M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.28M |
| 4 |
BlackRock
New York
|
-$1.81M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$991K |
AGM Hedge Fund Activity: Q4 2022 in Review
182 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q4 2022, worth a combined $759M — up 7% from $709M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AGM positions and 15 closed out — a net gain of 23 holders — while 66 added to existing stakes and 47 trimmed.
The largest buyer was Copeland Capital Management, adding an estimated $2.72M. The largest seller was LSV Asset Management, cutting an estimated $8.82M.
- 182 institutional investors held Federal Agricultural Mortgage (AGM) as of Q4 2022, up from 166 in Q3 2022.
- Funds reported $759M of Federal Agricultural Mortgage stock for Q4 2022, up 7% quarter-over-quarter.
- 38 funds opened new Federal Agricultural Mortgage positions in Q4 2022 and 15 closed out, a net change of +23 holders.
- The largest Federal Agricultural Mortgage buyer in Q4 2022 was Copeland Capital Management, an estimated $2.72M added.
- The largest Federal Agricultural Mortgage seller in Q4 2022 was LSV Asset Management, an estimated $8.82M sold.
Based on aggregated 13F filings for Q4 2022.