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Federal Agricultural Mortgage

232 hedge funds and large institutions have $1.43B invested in Federal Agricultural Mortgage in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

8% more funds holding

Funds holding: 215232 (+17)

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

2% more capital invested

Capital invested by funds: $1.4B → $1.43B (+$25.9M)

0.36% more ownership

Funds ownership: 78.98%79.34% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

31% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $19.5M

Holders
232
Holders Change
+17
Holders Change %
+7.91%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
79
Reduced
72
Closed
23
Calls
$13.4M
Puts
$19.5M
Net Calls
-$6.12M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$156M -$12.7M -68,458 -8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$133M +$3.41M +18,306 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$106M -$442K -2,376 -0.4%
Boston Partners
4
Boston Partners
Massachusetts
$95.4M +$6.8M +36,560 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$87.5M +$168K +903 +0.2%
Principal Financial Group
6
Principal Financial Group
Iowa
$57.5M -$2.74M -14,713 -5%
CCM
7
Copeland Capital Management
Pennsylvania
$56.9M +$709K +3,813 +1%
State Street
8
State Street
Massachusetts
$43.6M +$2.44M +13,108 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$41.5M +$1.52M +8,176 +4%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$35.3M +$1.18M +6,343 +4%
RHJA
11
Rice Hall James & Associates
California
$31.5M -$616K -3,310 -2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$31.4M -$2.69M -14,486 -8%
American Century Companies
13
American Century Companies
Missouri
$27.9M +$8.57M +46,053 +48%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$24.1M +$22.8M +122,596 New
Northern Trust
15
Northern Trust
Illinois
$23.6M +$156K +839 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$21M -$8.72M -46,894 -31%
Charles Schwab
17
Charles Schwab
California
$19.1M -$26.4M -142,030 -59%
Millennium Management
18
Millennium Management
New York
$17.9M +$4.52M +24,316 +36%
JP Morgan Chase
19
JP Morgan Chase
New York
$17.7M +$1.17M +6,304 +8%
Renaissance Technologies
20
Renaissance Technologies
New York
$17.7M +$4.39M +23,600 +36%
EAM
21
Eagle Asset Management
Florida
$14.7M +$2.01M +10,827 +16%
BCM
22
Bridgeway Capital Management
Texas
$12.9M +$391K +2,100 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$12.7M +$1.07M +5,779 +10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$12.4M -$659K -3,541 -5%
M2MC
25
Matthew 25 Management Corp
Pennsylvania
$12.3M