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AGNC Investment

467 hedge funds and large institutions have $4.53B invested in AGNC Investment in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 181 increasing their positions, 147 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 147

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

1% less capital invested

Capital invested by funds: $4.59B → $4.53B (-$66.6M)

5% less call options, than puts

Call options by funds: $86.1M | Put options by funds: $90.7M

1% less funds holding

Funds holding: 472467 (-5)

2.62% less ownership

Funds ownership: 53.56%50.94% (-2.6%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
467
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
63
Increased
181
Reduced
147
Closed
63
Calls
$86.1M
Puts
$90.7M
Net Calls
-$4.58M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
276
Biltmore Capital Advisors
New Jersey
$407K +$21.2K +1,309 +6%
FVWA
277
Foster Victor Wealth Advisors
South Carolina
$402K +$30.1K +1,862 +9%
CAAS
278
Capital Asset Advisory Services
Michigan
$394K +$152K +9,403 +67%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
279
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$389K +$375K +23,222 New
BFEC
280
Benjamin F. Edwards & Company
Missouri
$385K +$10.5K +649 +3%
FHC
281
First Heartland Consultants
Missouri
$383K +$173K +10,686 +88%
Baird Financial Group
282
Baird Financial Group
Wisconsin
$379K -$120K -7,419 -25%
IWP
283
Innova Wealth Partners
Pennsylvania
$374K +$360K +22,300 New
BPCM
284
Beach Point Capital Management
California
$369K +$356K +22,000 New
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$367K +$29.3K +1,815 +9%
MFG
286
MidWestOne Financial Group
Iowa
$364K -$298K -18,451 -46%
TSS
287
Two Sigma Securities
New York
$361K +$348K +21,536 New
SBIA
288
Sheaff Brock Investment Advisors
Indiana
$360K -$70.2K -4,345 -17%
KA
289
Kovack Advisors
Florida
$360K +$36.7K +2,274 +12%
CCB
290
Cutter & Co Brokerage
Missouri
$356K -$16.2K -1,000 -4%
TCA
291
Transcend Capital Advisors
New Jersey
$356K
PCM
292
Penserra Capital Management
California
$354K +$68.6K +4,242 +25%
IMRF
293
Illinois Municipal Retirement Fund
Illinois
$353K -$223K -13,775 -40%
CRI
294
Colonial River Investments
Virginia
$353K -$6.13K -379 -2%
DZ Bank
295
DZ Bank
Germany
$349K
AWS
296
AJ Wealth Strategies
New York
$348K +$7.11K +440 +2%
PA
297
PFG Advisors
Arizona
$345K -$9.7K -600 -3%
II
298
Inspire Investing
Idaho
$344K +$41.7K +2,578 +14%
SM
299
SG3 Management
Puerto Rico
$335K -$425K -26,300 -57%
PGWM
300
Parisi Gray Wealth Management
New Jersey
$335K

AGNC Hedge Fund Activity: Q1 2021 in Review

467 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2021, worth a combined $4.53B — down 1.5% from $4.59B a quarter earlier.

Fund positioning in AGNC was balanced in Q1 2021: 63 funds opened new positions, 63 closed out, 181 added to existing stakes and 147 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $35.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $93.9M.

  • 467 institutional investors held AGNC Investment (AGNC) as of Q1 2021, down from 472 in Q4 2020.
  • Funds reported $4.53B of AGNC Investment stock for Q1 2021, down 1.5% quarter-over-quarter.
  • 63 funds opened new AGNC Investment positions in Q1 2021 and 63 closed out, a net change of 0 holders.
  • The largest AGNC Investment buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $35.8M added.
  • The largest AGNC Investment seller in Q1 2021 was D.E. Shaw & Co, an estimated $93.9M sold.

Based on aggregated 13F filings for Q1 2021.