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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
WWM
251
Western Wealth Management
Colorado
$224K +$17.1K +1,723 +8%
PAS
252
Park Avenue Securities
New York
$223K +$233K +23,579 New
CFD
253
Creative Financial Designs
Indiana
$219K – – –
M&T Bank
254
M&T Bank
New York
$218K +$14.6K +1,477 +7%
BPA
255
Beacon Pointe Advisors
California
$216K -$3.71K -375 -2%
LFAS
256
Level Four Advisory Services
Texas
$216K +$83.8K +8,466 +59%
PCMC
257
Paragon Capital Management (Colorado)
Colorado
$211K -$20.5K -2,067 -8%
CFGSD
258
Compass Financial Group (South Dakota)
South Dakota
$208K -$11.9K -1,207 -5%
Cerity Partners
259
Cerity Partners
New York
$206K +$49.3K +4,984 +30%
WA
260
WESPAC Advisors
California
$198K +$93K +9,395 +81%
CAM
261
CenterStar Asset Management
Illinois
$191K +$201K +20,286 New
TPA
262
Trivium Point Advisory
Connecticut
$189K +$90.1K +9,100 +75%
LSA
263
Leonteq Securities AG
Switzerland
$189K +$198K +20,000 New
EW
264
Evoke Wealth
California
$187K +$49 +5 +0%
ESCM
265
Echo Street Capital Management
New York
$185K +$194K +19,649 New
EH
266
Equitable Holdings
New York
$178K +$5.12K +517 +3%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$177K – – –
SEP
268
Southland Equity Partners
Missouri
$174K +$183K +18,483 New
AQR Capital Management
269
AQR Capital Management
Connecticut
$168K +$66.8K +6,752 +61%
DADC
270
D.A. Davidson & Co
Montana
$168K +$33.8K +3,414 +24%
Dimensional Fund Advisors
271
Dimensional Fund Advisors
Texas
$166K -$31.6K -3,189 -15%
TP
272
Tranquility Partners
Tennessee
$166K +$174K +17,612 New
AAS
273
Avantax Advisory Services
Texas
$166K -$40.4K -4,079 -19%
ORC
274
O'Rourke & Company
Massachusetts
$165K +$2.02K +204 +1%
1WA
275
180 Wealth Advisors
Washington
$165K +$3.43K +347 +2%
9 10
11
12 13

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.