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Federal Agricultural Mortgage

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $1.11B → $1.4B (+$285M)

22% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $17.6M

8% more funds holding

Funds holding: 199215 (+16)

1.34% more ownership

Funds ownership: 77.64%78.98% (+1.3%)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+16
Holders Change %
+8.04%
% of All Funds
3.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$165M -$418K -2,568 -0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$126M +$9.57M +58,855 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$103M +$2.34M +14,415 +3%
Boston Partners
4
Boston Partners
Massachusetts
$85.9M -$4.23M -25,981 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$84.8M -$1.01M -6,184 -1%
Principal Financial Group
6
Principal Financial Group
Iowa
$58.7M -$2.76M -16,971 -5%
CCM
7
Copeland Capital Management
Pennsylvania
$54.5M -$560K -3,446 -1%
Charles Schwab
8
Charles Schwab
California
$45.7M -$189K -1,162 -0.5%
State Street
9
State Street
Massachusetts
$39.8M +$1.3M +7,990 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.7M +$1.5M +9,223 +5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$33.2M -$3.61M -22,168 -11%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$33.1M +$6.66M +40,945 +31%
RHJA
13
Rice Hall James & Associates
California
$31.2M -$1.44M -8,856 -5%
Morgan Stanley
14
Morgan Stanley
New York
$29.3M +$13.1M +80,798 +111%
WRM
15
Weybosset Research & Management
Rhode Island
$22.9M -$157K -963 -0.8%
Northern Trust
16
Northern Trust
Illinois
$22.7M +$972K +5,979 +5%
American Century Companies
17
American Century Companies
Missouri
$18.3M +$2.91M +17,866 +23%
JP Morgan Chase
18
JP Morgan Chase
New York
$16M +$1.19M +7,292 +10%
Millennium Management
19
Millennium Management
New York
$12.8M -$7.6M -46,718 -41%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12.7M -$1.78M -10,916 -14%
Renaissance Technologies
21
Renaissance Technologies
New York
$12.7M +$195K +1,200 +2%
EAM
22
Eagle Asset Management
Florida
$12.6M -$4.13M -25,422 -28%
BCM
23
Bridgeway Capital Management
Texas
$12.1M +$2.08M +12,792 +25%
M2MC
24
Matthew 25 Management Corp
Pennsylvania
$12M -$1.3M -8,000 -11%
RJA
25
Raymond James & Associates
Florida
$11.8M -$311K -1,911 -3%