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AGNC Investment

527 hedge funds and large institutions have $3.56B invested in AGNC Investment in 2024 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 247 increasing their positions, 100 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 100

146% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

31% more capital invested

Capital invested by funds: $2.72B → $3.56B (+$834M)

11% more funds holding

Funds holding: 475527 (+52)

4.79% more ownership

Funds ownership: 38.86%43.65% (+4.8%)

19% less call options, than puts

Call options by funds: $210M | Put options by funds: $261M

Holders
527
Holders Change
+52
Holders Change %
+10.95%
% of All Funds
7.57%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
96
Increased
247
Reduced
100
Closed
39
Calls
$210M
Puts
$261M
Net Calls
-$50.8M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
276
Centaurus Financial
California
$297K -$4.9K -482 -2%
SCM
277
Sterling Capital Management
North Carolina
$294K +$286K +28,096 New
DP
278
DDD Partners
Washington
$292K
AQR Capital Management
279
AQR Capital Management
Connecticut
$281K +$99.2K +9,754 +57%
AFG
280
Atomi Financial Group
New York
$281K +$25.4K +2,499 +10%
SC
281
Savant Capital
Illinois
$273K +$83.9K +8,251 +46%
I
282
InceptionR
California
$270K -$1.24M -121,619 -83%
P
283
&Partners
Tennessee
$269K +$262K +25,740 New
AC
284
AlphaCore Capital
California
$268K +$468 +46 +0.2%
BEI
285
Benjamin Edwards Inc
Missouri
$266K +$258K +25,425 New
Truist Financial
286
Truist Financial
North Carolina
$264K +$58.6K +5,766 +30%
LCM
287
Lazari Capital Management
California
$263K
GHAM
288
Gilman Hill Asset Management
Connecticut
$262K +$152K +15,000 +150%
GC
289
Guggenheim Capital
Illinois
$256K +$113K +11,125 +83%
AFA
290
AA Financial Advisors
Ohio
$256K +$249K +24,452 New
PFS
291
Prospera Financial Services
Texas
$255K +$130K +12,776 +110%
Allianz Asset Management
292
Allianz Asset Management
Germany
$255K +$248K +24,360 New
SSG
293
Summit Securities Group
New York
$252K -$300K -29,500 -55%
M&T Bank
294
M&T Bank
New York
$236K +$13.3K +1,308 +6%
AWM
295
AE Wealth Management
Kansas
$233K +$226K +22,232 New
DADC
296
D.A. Davidson & Co
Montana
$231K +$2.02K +199 +0.9%
PCIA
297
Prime Capital Investment Advisors
Kansas
$229K +$32.1K +3,156 +17%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$225K -$31.8K -3,124 -13%
MCM
299
MAI Capital Management
Ohio
$225K -$35K -3,447 -14%
CFGSD
300
Compass Financial Group (South Dakota)
South Dakota
$224K -$10 -1 -0%

AGNC Hedge Fund Activity: Q3 2024 in Review

527 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2024, worth a combined $3.56B — up 31% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new AGNC positions and 39 closed out — a net gain of 57 holders — while 247 added to existing stakes and 100 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $116M. The largest seller was Two Sigma Advisers, cutting an estimated $17.6M.

  • 527 institutional investors held AGNC Investment (AGNC) as of Q3 2024, up from 475 in Q2 2024.
  • Funds reported $3.56B of AGNC Investment stock for Q3 2024, up 31% quarter-over-quarter.
  • 96 funds opened new AGNC Investment positions in Q3 2024 and 39 closed out, a net change of +57 holders.
  • The largest AGNC Investment buyer in Q3 2024 was Citadel Advisors, an estimated $116M added.
  • The largest AGNC Investment seller in Q3 2024 was Two Sigma Advisers, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2024.