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AGNC Investment
AGNC

432 hedge funds and large institutions have $2.39B invested in AGNC Investment in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 98 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 98

6% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 53

0.86% more ownership

Funds ownership: 40.81% → 41.67% (+0.86%)

0% more funds holding

Funds holding: 432 → 432 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less call options, than puts

Call options by funds: $130M | Put options by funds: $132M

3% less capital invested

Capital invested by funds: $2.46B → $2.39B (-$78.9M)

Holders
432
Holders Change
–
Holders Change %
0%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
205
Reduced
98
Closed
53
Calls
$130M
Puts
$132M
Net Calls
-$1.79M
Net Calls Change
-$43.1M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$33.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$13.6M
3
BCM
BlueCrest Capital Management
Jersey
+$11.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$11.4M
5
Morgan Stanley
Morgan Stanley
New York
+$11M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31M
2
JAM
Jupiter Asset Management
United Kingdom
-$25.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14M
4
Legal & General Group
Legal & General Group
United Kingdom
-$8.86M
5
BlackRock
BlackRock
New York
-$7.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
226
Foster Victor Wealth Advisors
South Carolina
$303K +$11.4K +1,149 +4%
Point72 Asset Management
227
Point72 Asset Management
Connecticut
$296K +$311K +31,400 New
CF
228
Centaurus Financial
California
$293K +$7.57K +765 +3%
BRWA
229
B. Riley Wealth Advisors
Florida
$290K -$160K -16,181 -35%
PGWM
230
Parisi Gray Wealth Management
New Jersey
$283K – – –
SIC
231
Samalin Investment Counsel
New York
$282K +$16.8K +1,695 +6%
LCWP
232
Legacy Capital Wealth Partners
Arkansas
$282K +$295K +29,845 New
Group One Trading
233
Group One Trading
Illinois
$277K +$291K +29,390 New
PWPS
234
Pinnacle Wealth Planning Services
Ohio
$276K +$4.06K +410 +1%
NA
235
NewEdge Advisors
Louisiana
$275K +$18.8K +1,896 +7%
TWM
236
Triton Wealth Management
Arizona
$270K +$20 +2 +0%
KeyBank National Association
237
KeyBank National Association
Ohio
$270K +$94.3K +9,524 +50%
PA
238
Parallel Advisors
California
$267K +$23.7K +2,398 +9%
SG Americas Securities
239
SG Americas Securities
New York
$264K +$160K +16,125 +136%
BFEC
240
Benjamin F. Edwards & Company
Missouri
$258K -$27K -2,724 -9%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$255K +$20.1K +2,035 +8%
LCM
242
Lazari Capital Management
California
$251K – – –
LMIM
243
Lockheed Martin Investment Management
Maryland
$249K – – –
AGP
244
Autumn Glory Partners
Texas
$247K +$148K +15,000 +134%
US Bancorp
245
US Bancorp
Minnesota
$247K +$45.5K +4,599 +21%
ACP
246
Aveo Capital Partners
Colorado
$246K -$41K -4,148 -14%
Truist Financial
247
Truist Financial
North Carolina
$242K -$1.89K -191 -0.7%
CC
248
Corton Capital
Ontario, Canada
$242K +$71.1K +7,180 +39%
MCM
249
MAI Capital Management
Ohio
$234K – – –
NAS
250
NWF Advisory Services
California
$233K +$244K +24,640 New
8 9
10
11 12

AGNC Hedge Fund Activity: Q3 2023 in Review

432 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2023, worth a combined $2.39B — down 3.2% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AGNC positions and 53 closed out — a net gain of 3 holders — while 205 added to existing stakes and 98 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $33.3M. The largest seller was Citadel Advisors, cutting an estimated $31M.

  • 432 institutional investors held AGNC Investment (AGNC) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.39B of AGNC Investment stock for Q3 2023, down 3.2% quarter-over-quarter.
  • 56 funds opened new AGNC Investment positions in Q3 2023 and 53 closed out, a net change of +3 holders.
  • The largest AGNC Investment buyer in Q3 2023 was ClearBridge Investments, an estimated $33.3M added.
  • The largest AGNC Investment seller in Q3 2023 was Citadel Advisors, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2023.