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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
BL
251
Balentine LLC
Georgia
$226K +$73.1K +8,004 +58%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$223K +$58.6K +6,414 +42%
CP
253
Camelot Portfolios
Ohio
$219K +$4.81K +526 +3%
CW
254
CreativeOne Wealth
Kansas
$217K +$192K +21,007 New
TI
255
Tidal Investments
Wisconsin
$214K +$16.7K +1,829 +10%
WIM
256
WealthPlan Investment Management
Nebraska
$213K -$9.55K -1,045 -5%
WWM
257
Western Wealth Management
Colorado
$213K -$71.2K -7,789 -27%
WP
258
WealthPLAN Partners
Nebraska
$213K +$170K +18,632 New
Manulife (Manufacturers Life Insurance)
259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$211K +$65K +7,113 +54%
PA
260
Parallel Advisors
California
$210K +$36.8K +4,031 +25%
Comerica Bank
261
Comerica Bank
Texas
$209K +$13.1K +1,430 +8%
IMC Chicago
262
IMC Chicago
Illinois
$203K -$66.4K -7,264 -27%
HT
263
HAP Trading
New York
$203K +$179K +19,566 New
X
264
Xponance
Pennsylvania
$203K +$179K +19,605 New
EW
265
Evoke Wealth
California
$203K +$1.17K +128 +0.7%
AWS
266
AJ Wealth Strategies
New York
$197K -$216K -23,588 -55%
APP
267
Alpha Paradigm Partners
Illinois
$197K +$174K +19,027 New
PPP
268
Private Portfolio Partners
New Jersey
$196K +$62.1K +6,800 +56%
M&T Bank
269
M&T Bank
New York
$192K +$55.8K +6,102 +49%
PA
270
PFG Advisors
Arizona
$192K
BPA
271
Beacon Pointe Advisors
California
$191K -$12.3K -1,341 -7%
SWM
272
Selective Wealth Management
Virginia
$189K -$61.2K -6,700 -29%
EH
273
Equitable Holdings
New York
$186K -$77.5K -8,484 -32%
PCMC
274
Paragon Capital Management (Colorado)
Colorado
$185K
VIA
275
Vident Investment Advisory
Georgia
$185K +$32.4K +3,543 +25%

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.