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AGNC Investment

445 hedge funds and large institutions have $4.3B invested in AGNC Investment in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 147 increasing their positions, 163 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $158M | Put options by funds: $126M

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

1% more funds holding

Funds holding: 439445 (+6)

2% less capital invested

Capital invested by funds: $4.4B → $4.3B (-$99.3M)

10% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 163

5.22% less ownership

Funds ownership: 61.23%56.01% (-5.2%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
445
Holders Change
+6
Holders Change %
+1.37%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
68
Increased
147
Reduced
163
Closed
58
Calls
$158M
Puts
$126M
Net Calls
+$32.4M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
226
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$658K -$1.26M -91,282 -66%
MML Investors Services
227
MML Investors Services
Massachusetts
$643K -$1.53K -111 -0.2%
Group One Trading
228
Group One Trading
Illinois
$637K +$355K +25,779 +129%
CAN
229
Claraphi Advisory Network
United States
$623K +$329K +23,901 +115%
II
230
IFM Investors
Australia
$617K +$79.7K +5,793 +15%
WIA
231
Wealthstreet Investment Advisors
Texas
$612K
CC
232
Cipher Capital
New York
$602K +$319K +23,207 +116%
KPWS
233
Kestra Private Wealth Services
Texas
$593K +$586K +42,615 New
MFG
234
MidWestOne Financial Group
Iowa
$585K +$579K +42,039 New
Comerica Bank
235
Comerica Bank
Texas
$572K -$768K -55,792 -58%
Principal Financial Group
236
Principal Financial Group
Iowa
$572K -$85.3K -6,197 -13%
TD Asset Management
237
TD Asset Management
Ontario, Canada
$568K +$562K +40,855 New
EGM
238
Engineers Gate Manager
New York
$550K -$960K -69,794 -64%
BCM
239
Bluefin Capital Management
New York
$550K
FAIM
240
Financial Advocates Investment Management
Washington
$546K +$76.3K +5,546 +16%
AAS
241
Avantax Advisory Services
Texas
$542K +$394K +28,611 +271%
WFI
242
West Family Investments
California
$537K -$683K -49,600 -57%
PAM
243
Panagora Asset Management
Massachusetts
$531K +$118K +8,558 +29%
NHC
244
Nicholas Hoffman & Company
Georgia
$529K -$139K -10,117 -21%
NA
245
NewEdge Advisors
Louisiana
$528K +$523K +37,985 New
WS
246
Wedbush Securities
California
$522K -$91K -6,610 -15%
Los Angeles Capital Management
247
Los Angeles Capital Management
California
$516K
GCP
248
GSA Capital Partners
United Kingdom
$508K +$502K +36,508 New
CCA
249
Catalyst Capital Advisors
New York
$502K +$55.3K +4,020 +13%
CS
250
Capital Square
Tennessee
$483K +$11K +797 +2%

AGNC Hedge Fund Activity: Q3 2020 in Review

445 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2020, worth a combined $4.3B — down 2.3% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AGNC positions and 58 closed out — a net gain of 10 holders — while 147 added to existing stakes and 163 trimmed.

The largest buyer was MKP Capital Management, opening a new position worth an estimated $84.5M. The largest seller was Capital World Investors, cutting an estimated $121M.

  • 445 institutional investors held AGNC Investment (AGNC) as of Q3 2020, up from 439 in Q2 2020.
  • Funds reported $4.3B of AGNC Investment stock for Q3 2020, down 2.3% quarter-over-quarter.
  • 68 funds opened new AGNC Investment positions in Q3 2020 and 58 closed out, a net change of +10 holders.
  • The largest AGNC Investment buyer in Q3 2020 was MKP Capital Management, an estimated $84.5M added.
  • The largest AGNC Investment seller in Q3 2020 was Capital World Investors, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2020.