Federal Agricultural Mortgage
AGM
199 hedge funds and large institutions have $1.11B invested in Federal Agricultural Mortgage in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 18 closing their positions.
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
8% more capital invested
Capital invested by funds: $1.04B → $1.11B (+$78.5M)
3% more funds holding
Funds holding: 193 → 199 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.12% less ownership
Funds ownership: 77.75% → 77.64% (-0.12%)
7% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 74
24% less call options, than puts
Call options by funds: $8.02M | Put options by funds: $10.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.7M |
| 2 |
Morgan Stanley
New York
|
+$4.83M |
| 3 |
Millennium Management
New York
|
+$3.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.55M |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$35.8M |
| 2 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$5.97M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.73M |
| 4 |
DA
Denali Advisors
San Diego,
California
|
-$3.27M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$2.98M |
AGM Hedge Fund Activity: Q3 2023 in Review
199 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q3 2023, worth a combined $1.11B — up 7.6% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AGM positions and 18 closed out — a net gain of 7 holders — while 69 added to existing stakes and 74 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $52.7M. The largest seller was BlackRock, cutting an estimated $35.8M.
- 199 institutional investors held Federal Agricultural Mortgage (AGM) as of Q3 2023, up from 193 in Q2 2023.
- Funds reported $1.11B of Federal Agricultural Mortgage stock for Q3 2023, up 7.6% quarter-over-quarter.
- 25 funds opened new Federal Agricultural Mortgage positions in Q3 2023 and 18 closed out, a net change of +7 holders.
- The largest Federal Agricultural Mortgage buyer in Q3 2023 was Fidelity Investments, an estimated $52.7M added.
- The largest Federal Agricultural Mortgage seller in Q3 2023 was BlackRock, an estimated $35.8M sold.
Based on aggregated 13F filings for Q3 2023.