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Federal Agricultural Mortgage

238 hedge funds and large institutions have $1.39B invested in Federal Agricultural Mortgage in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

7% more funds holding

Funds holding: 222238 (+16)

1.48% more ownership

Funds ownership: 79.21%80.7% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 75

4% more capital invested

Capital invested by funds: $1.34B → $1.39B (+$56.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

50% less call options, than puts

Call options by funds: $6.8M | Put options by funds: $13.5M

Holders
238
Holders Change
+16
Holders Change %
+7.21%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
34
Increased
81
Reduced
75
Closed
18
Calls
$6.8M
Puts
$13.5M
Net Calls
-$6.71M
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M +$11.7M +61,368 +8%
BlackRock
2
BlackRock
New York
$144M -$1.75M -9,192 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$105M +$503K +2,634 +0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$81.1M -$1.94M -10,148 -2%
Boston Partners
5
Boston Partners
Massachusetts
$74.8M -$14.5M -75,691 -16%
Principal Financial Group
6
Principal Financial Group
Iowa
$59.9M +$5.71M +29,917 +10%
CCM
7
Copeland Capital Management
Pennsylvania
$54.4M +$35.1K +184 +0.1%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$42.5M +$3.93M +20,603 +10%
State Street
9
State Street
Massachusetts
$41.6M +$271K +1,420 +0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$40.4M +$77.9K +408 +0.2%
American Century Companies
11
American Century Companies
Missouri
$37.2M +$3.93M +20,583 +12%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$34.2M +$1.95M +10,194 +6%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$33.1M -$646K -3,381 -2%
RHJA
14
Rice Hall James & Associates
California
$32.3M +$3.15M +16,487 +11%
Northern Trust
15
Northern Trust
Illinois
$22.9M +$578K +3,026 +3%
WRM
16
Weybosset Research & Management
Rhode Island
$20.8M -$536K -2,805 -2%
Charles Schwab
17
Charles Schwab
California
$20.1M +$1.23M +6,444 +6%
Morgan Stanley
18
Morgan Stanley
New York
$18.5M -$1.73M -9,055 -8%
Renaissance Technologies
19
Renaissance Technologies
New York
$14.7M +$3.59M +18,800 +32%
EAM
20
Eagle Asset Management
Florida
$13.2M -$2.39M -12,541 -16%
BCM
21
Bridgeway Capital Management
Texas
$12.9M +$307K +1,608 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$12.7M +$414K +2,167 +3%
M2MC
23
Matthew 25 Management Corp
Pennsylvania
$11.5M -$573K -3,000 -5%
RJA
24
Raymond James & Associates
Florida
$11.4M -$161K -844 -1%
Goldman Sachs
25
Goldman Sachs
New York
$11M +$4.61M +24,147 +69%