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Federal Agricultural Mortgage
AGM

Overview Fund Activity

215 hedge funds and large institutions have $1.4B invested in Federal Agricultural Mortgage in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 10 closing their positions.

Holders
215
Holders Change
+16
Holders Change %
+8.04%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
72
Reduced
80
Closed
10
Calls
$21.4M
Puts
$17.6M
Net Calls
+$3.83M
Net Calls Change
+$6.37M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$126M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$33.1M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.42M
5
EGI
5
EAM Global Investors
California
$3.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$12.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.58M
3
Boston Partners
3
Boston Partners
Massachusetts
$85.9M
4
EAM
4
Eagle Asset Management
Florida
$12.6M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$165M 862,765 -2,568 -0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$126M 658,703 +58,855 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$103M 539,961 +14,415 +3%
Boston Partners
4
Boston Partners
Massachusetts
$85.9M 450,404 -25,981 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$84.8M 443,369 -6,184 -1%
Principal Financial Group
6
Principal Financial Group
Iowa
$58.7M 306,937 -16,971 -5%
CCM
7
Copeland Capital Management
Pennsylvania
$54.5M 284,953 -3,446 -1%
Charles Schwab
8
Charles Schwab
California
$45.7M 238,943 -1,162 -0.5%
State Street
9
State Street
Massachusetts
$39.8M 208,389 +7,990 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.7M 202,536 +9,223 +5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$33.2M 173,747 -22,168 -11%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$33.1M 172,988 +40,945 +31%
RHJA
13
Rice Hall James & Associates
California
$31.2M 163,176 -8,856 -5%
Morgan Stanley
14
Morgan Stanley
New York
$29.3M 153,438 +80,798 +111%
WRM
15
Weybosset Research & Management
Rhode Island
$22.9M 119,832 -963 -0.8%
Northern Trust
16
Northern Trust
Illinois
$22.7M 118,972 +5,979 +5%
American Century Companies
17
American Century Companies
Missouri
$18.3M 95,575 +17,866 +23%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$16M 83,747 +7,292 +10%
Millennium Management
19
Millennium Management
New York
$12.8M 66,800 -46,718 -41%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12.7M 66,544 -10,916 -14%
Renaissance Technologies
21
Renaissance Technologies
New York
$12.7M 66,300 +1,200 +2%
EAM
22
Eagle Asset Management
Florida
$12.6M 65,872 -25,422 -28%
BCM
23
Bridgeway Capital Management
Texas
$12.1M 63,190 +12,792 +25%
M2MC
24
Matthew 25 Management Corp
Pennsylvania
$12M 62,500 -8,000 -11%
RJA
25
Raymond James & Associates
Florida
$11.8M 61,915 -1,911 -3%
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