Federal Agricultural Mortgage
AGM
232 hedge funds and large institutions have $1.44B 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.
74% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 23
8% more funds holding
Funds holding: 215 → 232 (+17)
1.14% more ownership
Funds ownership: 78.19% → 79.34% (+1.1%)
10% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 72
4% more capital invested
Capital invested by funds: $1.39B → $1.44B (+$52.8M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
31% less call options, than puts
Call options by funds: $13.4M | Put options by funds: $19.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$22.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$8.57M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$6.8M |
| 4 |
Morgan Stanley
New York
|
+$5.55M |
| 5 |
Millennium Management
New York
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$26.4M |
| 2 |
BlackRock
New York
|
-$12.7M |
| 3 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$3.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.28M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$2.8M |
AGM Hedge Fund Activity: Q1 2024 in Review
232 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Federal Agricultural Mortgage (AGM) for Q1 2024, worth a combined $1.44B — up 3.8% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new AGM positions and 23 closed out — a net gain of 17 holders — while 79 added to existing stakes and 72 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $22.8M. The largest seller was Charles Schwab, cutting an estimated $26.4M.
- 232 institutional investors held Federal Agricultural Mortgage (AGM) as of Q1 2024, up from 215 in Q4 2023.
- Funds reported $1.44B of Federal Agricultural Mortgage stock for Q1 2024, up 3.8% quarter-over-quarter.
- 40 funds opened new Federal Agricultural Mortgage positions in Q1 2024 and 23 closed out, a net change of +17 holders.
- The largest Federal Agricultural Mortgage buyer in Q1 2024 was CAPTRUST Financial Advisors, an estimated $22.8M added.
- The largest Federal Agricultural Mortgage seller in Q1 2024 was Charles Schwab, an estimated $26.4M sold.
Based on aggregated 13F filings for Q1 2024.