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AGNC Investment

327 hedge funds and large institutions have $4.07B invested in AGNC Investment in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.66B → $4.07B (+$420M)

1.12% more ownership

Funds ownership: 60.98%62.1% (+1.1%)

10% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 113

4% less funds holding

Funds holding: 341327 (-14)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

62% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $41M

Holders
327
Holders Change
-14
Holders Change %
-4.11%
% of All Funds
8.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
33
Increased
124
Reduced
113
Closed
40
Calls
$15.6M
Puts
$41M
Net Calls
-$25.4M
Net Calls Change
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
226
State of Alaska Department of Revenue
Alaska
$323K -$421K -21,825 -57%
PHS
227
Pekin Hardy Strauss
Illinois
$320K -$64.6K -3,350 -17%
BCM
228
BlueCrest Capital Management
Jersey
$315K +$305K +15,837 New
SI
229
SII Investments
Wisconsin
$310K
PAM
230
Princeton Alpha Management
New Jersey
$310K +$300K +15,588 New
EP
231
Elkfork Partners
Oregon
$309K +$162K +8,404 +118%
Group One Trading
232
Group One Trading
Illinois
$299K -$264K -13,703 -48%
PA
233
Parallel Advisors
California
$287K +$225K +11,663 +445%
TAM
234
Tocqueville Asset Management
New York
$284K +$5.78K +300 +2%
ED
235
Exane Derivatives
France
$282K +$5.36K +278 +2%
SWM
236
Stockman Wealth Management
Montana
$274K
DILIC
237
Dai-ichi Life Insurance Company
Japan
$269K -$1.1M -57,000 -81%
KA
238
Kovack Advisors
Florida
$267K +$9.73K +505 +4%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$262K +$10.7K +553 +4%
PA
240
Profund Advisors
Maryland
$258K -$3.31K -172 -1%
PL
241
Parkwood LLC
Ohio
$252K -$26.2K -1,357 -10%
BBA
242
BLB&B Advisors
Pennsylvania
$251K -$14.1K -730 -5%
RCM
243
Riverhead Capital Management
Delaware
$251K +$133K +6,906 +121%
NFG
244
Next Financial Group
Texas
$240K -$534K -27,682 -71%
LFAS
245
Level Four Advisory Services
Texas
$235K +$17.6K +913 +9%
CCM
246
Cadence Capital Management
Massachusetts
$230K +$223K +11,545 New
SPC
247
Sigma Planning Corp
Michigan
$225K +$12.2K +633 +6%
SWP
248
Stratos Wealth Partners
Ohio
$225K +$13.5K +700 +7%
CAN
249
Cetera Advisor Networks
California
$224K -$41.2K -2,139 -16%
TAM
250
Tyers Asset Management
Texas
$224K +$118K +6,112 +118%

AGNC Hedge Fund Activity: Q1 2017 in Review

327 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2017, worth a combined $4.07B — up 11% from $3.66B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of AGNC and 33 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 124 added.

The largest buyer was BlackRock, adding an estimated $584M. The largest seller was JP Morgan Chase, cutting an estimated $75.7M.

  • 327 institutional investors held AGNC Investment (AGNC) as of Q1 2017, down from 341 in Q4 2016.
  • Funds reported $4.07B of AGNC Investment stock for Q1 2017, up 11% quarter-over-quarter.
  • 33 funds opened new AGNC Investment positions in Q1 2017 and 40 closed out, a net change of -7 holders.
  • The largest AGNC Investment buyer in Q1 2017 was BlackRock, an estimated $584M added.
  • The largest AGNC Investment seller in Q1 2017 was JP Morgan Chase, an estimated $75.7M sold.

Based on aggregated 13F filings for Q1 2017.