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Federal Agricultural Mortgage

245 hedge funds and large institutions have $1.5B invested in Federal Agricultural Mortgage in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $7.72M | Put options by funds: $1.77M

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

8% more capital invested

Capital invested by funds: $1.39B → $1.5B (+$111M)

3% more funds holding

Funds holding: 238245 (+7)

0.83% more ownership

Funds ownership: 80.7%81.52% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 82

Holders
245
Holders Change
+7
Holders Change %
+2.94%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
82
Reduced
82
Closed
22
Calls
$7.72M
Puts
$1.77M
Net Calls
+$5.95M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$148M -$2.57M -12,942 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$126M -$36.6M -184,510 -22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$110M +$162K +819 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$85M -$213K -1,073 -0.2%
Boston Partners
5
Boston Partners
Massachusetts
$81.8M +$3M +15,140 +4%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$70.1M +$66.4M +334,928 +1,589%
Principal Financial Group
7
Principal Financial Group
Iowa
$65.8M +$2.83M +14,274 +4%
CCM
8
Copeland Capital Management
Pennsylvania
$58.7M +$1.44M +7,283 +3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$50.3M +$5.6M +28,215 +12%
State Street
10
State Street
Massachusetts
$44.5M +$741K +3,734 +2%
American Century Companies
11
American Century Companies
Missouri
$43.4M +$4.3M +21,670 +11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42.3M -$102K -512 -0.2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$35.9M -$19K -96 -0.1%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$34.7M -$49.4K -249 -0.1%
RHJA
15
Rice Hall James & Associates
California
$33.1M -$817K -4,120 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$28.9M +$29.1M +146,809 New
Northern Trust
17
Northern Trust
Illinois
$25.6M +$1.51M +7,593 +6%
WRM
18
Weybosset Research & Management
Rhode Island
$21.5M -$300K -1,512 -1%
Charles Schwab
19
Charles Schwab
California
$19.9M -$1.23M -6,204 -6%
Morgan Stanley
20
Morgan Stanley
New York
$17.4M -$2.1M -10,588 -11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$14.1M +$780K +3,933 +6%
BCM
22
Bridgeway Capital Management
Texas
$13.9M +$321K +1,620 +2%
Goldman Sachs
23
Goldman Sachs
New York
$12.7M +$1.12M +5,657 +10%
Wells Fargo
24
Wells Fargo
California
$12.4M +$1.25M +6,317 +11%
M2MC
25
Matthew 25 Management Corp
Pennsylvania
$11.8M -$298K -1,500 -2%