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AGNC Investment

428 hedge funds and large institutions have $2.37B invested in AGNC Investment in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-2
Holders Change %
-0.47%
% of All Funds
6.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
204
Reduced
97
Closed
53
Calls
$130M
Puts
$132M
Net Calls
-$1.79M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
251
Beacon Pointe Advisors
California
$216K -$3.54K -375 -2%
LFAS
252
Level Four Advisory Services
Texas
$216K +$79.9K +8,466 +59%
PCMC
253
Paragon Capital Management (Colorado)
Colorado
$211K -$19.5K -2,067 -8%
CFGSD
254
Compass Financial Group (South Dakota)
South Dakota
$208K -$11.4K -1,207 -5%
Cerity Partners
255
Cerity Partners
New York
$206K +$47K +4,984 +30%
WA
256
WESPAC Advisors
California
$198K +$88.7K +9,395 +81%
CAM
257
CenterStar Asset Management
Illinois
$191K +$191K +20,286 New
TPA
258
Trivium Point Advisory
Connecticut
$189K +$81.2K +9,100 +75%
EW
259
Evoke Wealth
California
$187K +$48 +5 +0%
ESCM
260
Echo Street Capital Management
New York
$185K +$185K +19,649 New
EH
261
Equitable Holdings
New York
$178K +$4.88K +517 +3%
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$177K
SEP
263
Southland Equity Partners
Missouri
$174K +$174K +18,483 New
AQR Capital Management
264
AQR Capital Management
Connecticut
$168K +$63.7K +6,752 +61%
DADC
265
D.A. Davidson & Co
Montana
$168K +$32.2K +3,414 +24%
Dimensional Fund Advisors
266
Dimensional Fund Advisors
Texas
$166K -$30.1K -3,189 -15%
TP
267
Tranquility Partners
Tennessee
$166K +$166K +17,612 New
AAS
268
Avantax Advisory Services
Texas
$166K -$38.5K -4,079 -19%
ORC
269
O'Rourke & Company
Massachusetts
$165K +$1.92K +204 +1%
1WA
270
180 Wealth Advisors
Washington
$165K +$3.28K +347 +2%
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$161K -$2.85M -301,724 -95%
NWA
272
Navis Wealth Advisors
New York
$160K
HWM
273
HB Wealth Management
Georgia
$153K +$153K +16,197 New
GWM
274
Geneos Wealth Management
Colorado
$152K +$9.44K +1,000 +7%
HVIA
275
Hudson Valley Investment Advisors
New York
$151K