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AGNC Investment

327 hedge funds and large institutions have $4.07B invested in AGNC Investment in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.66B → $4.07B (+$420M)

1.12% more ownership

Funds ownership: 60.98%62.1% (+1.1%)

10% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 113

4% less funds holding

Funds holding: 341327 (-14)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

62% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $41M

Holders
327
Holders Change
-14
Holders Change %
-4.11%
% of All Funds
8.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
33
Increased
124
Reduced
113
Closed
40
Calls
$15.6M
Puts
$41M
Net Calls
-$25.4M
Net Calls Change
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
276
Advocacy Wealth Management Services
Georgia
$76K -$4.82K -250 -6%
Toronto Dominion Bank
277
Toronto Dominion Bank
Ontario, Canada
$72K +$14.5K +754 +26%
EFSCE
278
Enterprise Financial Services Corp (EFSC)
Missouri
$67K -$46.3K -2,404 -42%
SIC
279
Salem Investment Counselors
North Carolina
$64K +$61.7K +3,200 New
GT
280
Glenmede Trust
Pennsylvania
$63K
CBOA
281
Commonwealth Bank of Australia
Australia
$62K +$59.8K +3,100 New
BWP
282
Baldwin Wealth Partners
Massachusetts
$60K
AWM
283
AllSquare Wealth Management
New York
$50K
TCOV
284
Trust Company of Vermont
Vermont
$50K +$48.2K +2,500 New
CG
285
Cutler Group
California
$49K
EA
286
Edge Advisors
Georgia
$49K
AIM
287
Acrospire Investment Management
Illinois
$48K -$75.2K -3,900 -62%
PSUF
288
People's United Financial
Connecticut
$48K
AIL
289
AGF Investments LLC
Ontario, Canada
$42K -$19.6K -1,019 -33%
OMCS
290
Old Mutual Customised Solutions
South Africa
$42K
HI
291
Hudock Inc
Pennsylvania
$39K -$6.75K -350 -15%
QCG
292
Quadrant Capital Group
Ohio
$35K
APSP
293
Asset Planning Services (Pennsylvania)
Pennsylvania
$35K +$964 +50 +3%
CPP
294
Crow Point Partners
Massachusetts
$34K +$32.8K +1,699 New
ASN
295
Advisory Services Network
Georgia
$33K +$31.5K +1,634 New
CTC
296
Central Trust Company
Missouri
$31K -$57.8K -3,000 -66%
VCM
297
Versant Capital Management
Arizona
$31K +$3.6K +187 +14%
NSIM
298
North Star Investment Management
Illinois
$26K
ACS
299
Archford Capital Strategies
Illinois
$24K
WA
300
WFG Advisors
Texas
$24K

AGNC Hedge Fund Activity: Q1 2017 in Review

327 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2017, worth a combined $4.07B — up 11% from $3.66B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of AGNC and 33 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 124 added.

The largest buyer was BlackRock, adding an estimated $584M. The largest seller was JP Morgan Chase, cutting an estimated $75.7M.

  • 327 institutional investors held AGNC Investment (AGNC) as of Q1 2017, down from 341 in Q4 2016.
  • Funds reported $4.07B of AGNC Investment stock for Q1 2017, up 11% quarter-over-quarter.
  • 33 funds opened new AGNC Investment positions in Q1 2017 and 40 closed out, a net change of -7 holders.
  • The largest AGNC Investment buyer in Q1 2017 was BlackRock, an estimated $584M added.
  • The largest AGNC Investment seller in Q1 2017 was JP Morgan Chase, an estimated $75.7M sold.

Based on aggregated 13F filings for Q1 2017.