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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
HVIA
276
Hudson Valley Investment Advisors
New York
$185K +$53.5K +5,850 +49%
1WA
277
180 Wealth Advisors
Washington
$182K +$23.7K +2,589 +20%
JFG
278
Jefferies Financial Group
New York
$170K +$150K +16,413 New
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$167K -$44.3K -4,850 -23%
EP
280
Edgestream Partners
New Jersey
$163K -$2.07M -227,055 -94%
LW
281
Linscomb Wealth
Texas
$162K +$143K +15,612 New
MWM
282
Mission Wealth Management
California
$162K +$384 +42 +0.3%
Cerity Partners
283
Cerity Partners
New York
$161K -$71.9K -7,874 -34%
S
284
SignatureFD
Georgia
$159K +$46.9K +5,132 +50%
CG
285
Caprock Group
Idaho
$156K +$136K +14,919 New
Los Angeles Capital Management
286
Los Angeles Capital Management
California
$156K
US Bancorp
287
US Bancorp
Minnesota
$150K -$263K -28,741 -67%
SWM
288
SeaCrest Wealth Management
New York
$148K -$23.3K -2,550 -15%
FFA
289
Founders Financial Alliance
North Carolina
$147K +$923 +101 +0.7%
RA
290
RFG Advisory
Alabama
$140K -$38.4K -4,200 -26%
CSS
291
Cubist Systematic Strategies
Connecticut
$139K -$3.07M -336,072 -96%
KAS
292
Kestra Advisory Services
Texas
$137K +$121K +13,208 New
C
293
Covestor
United Kingdom
$136K +$24.7K +2,698 +26%
EGA
294
E&G Advisors
Texas
$133K -$136K -14,900 -54%
CCA
295
Checchi Capital Advisers
California
$130K -$15.4K -1,681 -12%
NFSG
296
Newbridge Financial Services Group
Florida
$129K -$86.7K -9,493 -43%
LNWWM
297
Laird Norton Wetherby Wealth Management
California
$128K +$113K +12,399 New
DAS
298
Dynamic Advisor Solutions
Arizona
$128K +$113K +12,385 New
SIA
299
Soltis Investment Advisors
Utah
$128K +$6.85K +750 +6%
P
300
&Partners
Tennessee
$127K -$113K -12,347 -50%

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.