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Federal Agricultural Mortgage
AGM

Overview Fund Activity

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.

Holders
199
Holders Change
+6
Holders Change %
+3.11%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
25
Increased
69
Reduced
74
Closed
18
Calls
$8.02M
Puts
$10.6M
Net Calls
-$2.55M
Net Calls Change
-$2.49M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.2M
3
Millennium Management
3
Millennium Management
New York
$17.5M
4
BAM
4
Ballast Asset Management
Texas
$3.57M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.73M

Top Sellers

1
BlackRock
1
BlackRock
New York
$134M
2
CCM
2
Copeland Capital Management
Pennsylvania
$44.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.2M
4
DA
4
Denali Advisors
California
$1.79M
5
Boston Partners
5
Boston Partners
Massachusetts
$73.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$134M 865,333 -221,208 -20%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$92.6M 599,848 +325,931 +119%
Vanguard Group
3
Vanguard Group
Pennsylvania
$81.1M 525,546 +6,757 +1%
Boston Partners
4
Boston Partners
Massachusetts
$73.1M 476,385 -18,386 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$69.4M 449,553 -6,927 -2%
Principal Financial Group
6
Principal Financial Group
Iowa
$50M 323,908 -9,486 -3%
CCM
7
Copeland Capital Management
Pennsylvania
$44.5M 288,399 -36,890 -11%
Charles Schwab
8
Charles Schwab
California
$37M 240,105 -14,888 -6%
State Street
9
State Street
Massachusetts
$30.9M 200,399 +1,837 +0.9%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$30.2M 195,915 -29,209 -13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$29.8M 193,313 +9,989 +5%
RHJA
12
Rice Hall James & Associates
California
$26.5M 172,032 -13,792 -7%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$20.4M 132,043 -1,916 -1%
WRM
14
Weybosset Research & Management
Rhode Island
$18.6M 120,795 -2,064 -2%
Millennium Management
15
Millennium Management
New York
$17.5M 113,518 +24,120 +27%
Northern Trust
16
Northern Trust
Illinois
$17.4M 112,993 -528 -0.5%
EAM
17
Eagle Asset Management
Florida
$14.1M 91,294 -2,547 -3%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$12.8M 83,010 -10,538 -11%
American Century Companies
19
American Century Companies
Missouri
$12M 77,709 +10,133 +15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12M 77,460 -4,498 -5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$11.8M 76,455 +13,731 +22%
Morgan Stanley
22
Morgan Stanley
New York
$11.2M 72,640 +29,846 +70%
M2MC
23
Matthew 25 Management Corp
Pennsylvania
$10.9M 70,500 -9,500 -12%
Renaissance Technologies
24
Renaissance Technologies
New York
$10M 65,100 -12,100 -16%
RJA
25
Raymond James & Associates
Florida
$9.85M 63,826 -1,714 -3%
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