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AGNC Investment
AGNC

438 hedge funds and large institutions have $4.01B invested in AGNC Investment in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 151 increasing their positions, 140 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 4 → 10 (+6)

76% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 51

9% more funds holding

Funds holding: 403 → 438 (+35)

3.8% more ownership

Funds ownership: 67.46% → 71.26% (+3.8%)

8% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 140

15% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $48.8M

38% less capital invested

Capital invested by funds: $6.45B → $4.01B (-$2.44B)

Holders
438
Holders Change
+35
Holders Change %
+8.68%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
90
Increased
151
Reduced
140
Closed
51
Calls
$41.2M
Puts
$48.8M
Net Calls
-$7.55M
Net Calls Change
-$36.5M

Top Buyers

Rank Fund Capital Flow
1
AC
Athanor Capital
New York
+$95.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$68.5M
3
KSCM
King Street Capital Management
New York
+$66.7M
4
LCM
Lakewood Capital Management
New York
+$64.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$60.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
2
UBS Group
UBS Group
Switzerland
-$81.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$58.5M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$45.6M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$43.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
226
Marshall Wace
United Kingdom
$515K +$813K +48,711 New
RJFSA
227
Raymond James Financial Services Advisors
Florida
$483K +$107K +6,430 +16%
C
228
Certuity
Florida
$480K – – –
PAG
229
Private Advisor Group
New Jersey
$478K -$2.54M -152,102 -77%
AIL
230
AGF Investments LLC
Ontario, Canada
$475K -$95.8K -5,740 -11%
AIM
231
Aigen Investment Management
New York
$461K +$727K +43,602 New
IP
232
Interval Partners
New York
$460K -$2.55M -152,678 -78%
P
233
&Partners
Tennessee
$450K +$710K +42,555 New
HCM
234
Hollencrest Capital Management
California
$438K +$10.5K +630 +2%
BRWA
235
B. Riley Wealth Advisors
Florida
$430K +$678K +40,635 New
SMDAM
236
Sumitomo Mitsui DS Asset Management
Japan
$429K +$3.55K +213 +0.5%
WS
237
Wedbush Securities
California
$412K +$106K +6,369 +20%
WFI
238
West Family Investments
California
$408K -$827K -49,600 -57%
National Pension Service
239
National Pension Service
South Korea
$408K – – –
NHC
240
Nicholas Hoffman & Company
Georgia
$404K -$29K -1,737 -4%
CP
241
Camelot Portfolios
Ohio
$397K -$373K -22,365 -37%
Lido Advisors
242
Lido Advisors
California
$371K +$576K +34,553 New
PAM
243
Paradigm Asset Management
New York
$369K – – –
MML Investors Services
244
MML Investors Services
Massachusetts
$362K +$22K +1,321 +4%
PM
245
Parametrica Management
Hong Kong
$357K +$562K +33,698 New
FAIM
246
Financial Advocates Investment Management
Washington
$346K -$1.57K -94 -0.3%
FQ
247
First Quadrant
California
$343K – – –
GAM
248
Gotham Asset Management
New York
$337K +$145K +8,692 +37%
SIM
249
Sonora Investment Management
Arizona
$330K – – –
EGA
250
E&G Advisors
Texas
$329K -$50K -3,000 -9%
8 9
10
11 12

AGNC Hedge Fund Activity: Q1 2020 in Review

438 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2020, worth a combined $4.01B — down 38% from $6.45B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AGNC positions and 51 closed out — a net gain of 39 holders — while 151 added to existing stakes and 140 trimmed.

The largest buyer was Athanor Capital, opening a new position worth an estimated $95.9M. The largest seller was Fidelity Investments, cutting an estimated $169M.

  • 438 institutional investors held AGNC Investment (AGNC) as of Q1 2020, up from 403 in Q4 2019.
  • Funds reported $4.01B of AGNC Investment stock for Q1 2020, down 38% quarter-over-quarter.
  • 90 funds opened new AGNC Investment positions in Q1 2020 and 51 closed out, a net change of +39 holders.
  • The largest AGNC Investment buyer in Q1 2020 was Athanor Capital, an estimated $95.9M added.
  • The largest AGNC Investment seller in Q1 2020 was Fidelity Investments, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2020.