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AGNC Investment

430 hedge funds and large institutions have $2.73B invested in AGNC Investment in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 102 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 102

33% more capital invested

Capital invested by funds: $2.05B → $2.73B (+$678M)

14% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 80

2% more funds holding

Funds holding: 423430 (+7)

0.49% less ownership

Funds ownership: 46.65%46.15% (-0.49%)

13% less call options, than puts

Call options by funds: $115M | Put options by funds: $132M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
91
Increased
182
Reduced
102
Closed
80
Calls
$115M
Puts
$132M
Net Calls
-$17.1M
Net Calls Change
-$310M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
226
INTECH Investment Management
Florida
$320K
KeyBank National Association
227
KeyBank National Association
Ohio
$317K +$160K +17,563 +134%
GG
228
Golden Green
South Carolina
$314K +$277K +30,303 New
DTL
229
Dynamic Technology Lab
Singapore
$312K +$275K +30,131 New
PGWM
230
Parisi Gray Wealth Management
New Jersey
$311K +$274K +30,000 New
BFEC
231
Benjamin F. Edwards & Company
Missouri
$291K +$11.6K +1,268 +5%
ACM
232
AlphaStar Capital Management
North Carolina
$289K +$66.2K +7,250 +35%
PWM
233
Perigon Wealth Management
California
$289K -$150K -16,368 -37%
AC
234
Allstate Corporation
Illinois
$276K -$9.95K -1,089 -4%
AIM
235
Allstate Investment Management
Illinois
$276K +$244K +26,671 New
CA
236
Cetera Advisors
Colorado
$276K -$13.2K -1,450 -5%
SIMG
237
Sonora Investment Management Group
Arizona
$268K -$41.1K -4,500 -15%
DEA
238
DoubleLine ETF Adviser
Florida
$262K +$231K +25,326 New
PAS
239
Park Avenue Securities
New York
$259K +$5.71K +625 +3%
MCM
240
MAI Capital Management
Ohio
$258K +$228K +24,901 New
WG
241
Winton Group
United Kingdom
$255K +$225K +24,620 New
GCP
242
GSA Capital Partners
United Kingdom
$250K -$133K -14,561 -38%
JF
243
Jump Financial
Illinois
$245K -$87K -9,518 -29%
DI
244
Diligent Investors
California
$244K +$91.4K +10,000 +74%
OTL
245
Oak Thistle LLC
New York
$243K -$160K -17,521 -43%
DLA
246
Douglas Lane & Associates
New York
$239K +$211K +23,100 New
CFGSD
247
Compass Financial Group (South Dakota)
South Dakota
$239K +$211K +23,121 New
GIA
248
Gateway Investment Advisers
Ohio
$238K +$210K +23,034 New
FIM
249
FWL Investment Management
Texas
$233K -$4.04M -441,934 -95%
SIC
250
Samalin Investment Counsel
New York
$227K +$56K +6,126 +39%

AGNC Hedge Fund Activity: Q4 2022 in Review

430 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2022, worth a combined $2.73B — up 33% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AGNC positions and 80 closed out — a net gain of 11 holders — while 182 added to existing stakes and 102 trimmed.

The largest buyer was Vanguard Group, adding an estimated $50.1M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $18.8M sold.

  • 430 institutional investors held AGNC Investment (AGNC) as of Q4 2022, up from 423 in Q3 2022.
  • Funds reported $2.73B of AGNC Investment stock for Q4 2022, up 33% quarter-over-quarter.
  • 91 funds opened new AGNC Investment positions in Q4 2022 and 80 closed out, a net change of +11 holders.
  • The largest AGNC Investment buyer in Q4 2022 was Vanguard Group, an estimated $50.1M added.
  • The largest AGNC Investment seller in Q4 2022 was Point72 Asset Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2022.