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Federal Agricultural Mortgage

222 hedge funds and large institutions have $1.34B invested in Federal Agricultural Mortgage in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

0.13% less ownership

Funds ownership: 79.34%79.21% (-0.13%)

4% less funds holding

Funds holding: 232222 (-10)

6% less capital invested

Capital invested by funds: $1.43B → $1.34B (-$90.7M)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

45% less call options, than puts

Call options by funds: $8.17M | Put options by funds: $14.8M

Holders
222
Holders Change
-10
Holders Change %
-4.31%
% of All Funds
3.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
82
Reduced
78
Closed
29
Calls
$8.17M
Puts
$14.8M
Net Calls
-$6.6M
Net Calls Change
-$478K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$140M -$3.29M -18,250 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$138M +$15.3M +84,824 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$100M +$3.21M +17,775 +3%
Boston Partners
4
Boston Partners
Massachusetts
$87.5M -$1.93M -10,697 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$80M -$285K -1,578 -0.4%
CCM
6
Copeland Capital Management
Pennsylvania
$52.5M +$285K +1,577 +0.5%
Principal Financial Group
7
Principal Financial Group
Iowa
$52.4M -$440K -2,440 -0.8%
State Street
8
State Street
Massachusetts
$39.9M -$129K -715 -0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$38.9M +$753K +4,171 +2%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$37.3M +$15.1M +83,784 +68%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$32.5M +$75.5K +418 +0.2%
American Century Companies
12
American Century Companies
Missouri
$32.2M +$6.57M +36,380 +26%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$31.2M +$2.37M +13,114 +8%
RHJA
14
Rice Hall James & Associates
California
$28.1M -$763K -4,224 -3%
Northern Trust
15
Northern Trust
Illinois
$21.6M -$100K -556 -0.5%
WRM
16
Weybosset Research & Management
Rhode Island
$20.5M -$465K -2,576 -2%
Morgan Stanley
17
Morgan Stanley
New York
$19.5M +$242K +1,342 +1%
Charles Schwab
18
Charles Schwab
California
$18.3M +$747K +4,137 +4%
EAM
19
Eagle Asset Management
Florida
$13.8M -$101K -559 -0.7%
BCM
20
Bridgeway Capital Management
Texas
$12.2M +$390K +2,160 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$11.9M +$198K +1,098 +2%
M2MC
22
Matthew 25 Management Corp
Pennsylvania
$11.7M +$361K +2,000 +3%
Millennium Management
23
Millennium Management
New York
$11.3M -$5.14M -28,497 -31%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.2M -$177K -981 -2%
RJA
25
Raymond James & Associates
Florida
$11.1M -$137K -757 -1%