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AGNC Investment

341 hedge funds and large institutions have $3.66B invested in AGNC Investment in 2016 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 111 increasing their positions, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 41

60.98% more ownership

Funds ownership: 0%60.98% (+61%)

26% more funds holding

Funds holding: 270341 (+71)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 90

7% more capital invested

Capital invested by funds: $3.42B → $3.66B (+$232M)

1% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $29.2M

Holders
341
Holders Change
+71
Holders Change %
+26.3%
% of All Funds
8.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
118
Increased
111
Reduced
90
Closed
41
Calls
$29.6M
Puts
$29.2M
Net Calls
+$370K
Net Calls Change
+$8.39M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
301
Glenmede Trust
Pennsylvania
$57K +$18.9K +1,000 +46%
BWP
302
Baldwin Wealth Partners
Massachusetts
$54K -$14.2K -750 -20%
Toronto Dominion Bank
303
Toronto Dominion Bank
Ontario, Canada
$52K +$54.4K +2,869 New
PA
304
Parallel Advisors
California
$47K +$49.6K +2,619 New
CG
305
Cutler Group
California
$45K -$284K -15,000 -86%
AWM
306
AllSquare Wealth Management
New York
$45K
EA
307
Edge Advisors
Georgia
$45K +$47.4K +2,500 New
PSUF
308
People's United Financial
Connecticut
$44K +$45.5K +2,400 New
HI
309
Hudock Inc
Pennsylvania
$42K +$6.63K +350 +18%
OMCS
310
Old Mutual Customised Solutions
South Africa
$38K +$39.8K +2,100 New
QCG
311
Quadrant Capital Group
Ohio
$32K -$5.08K -268 -13%
APSP
312
Asset Planning Services (Pennsylvania)
Pennsylvania
$31K +$32.8K +1,729 New
GWM
313
Geneos Wealth Management
Colorado
$31K +$33K +1,744 New
VCM
314
Versant Capital Management
Arizona
$25K +$26.2K +1,382 New
NSIM
315
North Star Investment Management
Illinois
$24K
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$22K +$22.9K +1,210 New
WA
317
WFG Advisors
Texas
$22K +$23.2K +1,225 New
ACS
318
Archford Capital Strategies
Illinois
$20K -$56.9K -3,000 -72%
AA
319
Apriem Advisors
California
$20K -$27.6K -1,457 -57%
JCM
320
Jacobi Capital Management
Pennsylvania
$20K +$20.4K +1,075 New
CCMW
321
Cypress Capital Management (Wyoming)
Wyoming
$18.2K +$18.9K +1,000 New
FNBT
322
FineMark National Bank & Trust
Florida
$18K +$18.9K +1,000 New
KF
323
Krilogy Financial
Missouri
$18K +$18.9K +1,000 New
SF
324
Synovus Financial
Georgia
$16K +$455 +24 +3%
GI
325
Gradient Investments
Minnesota
$16K +$16.3K +860 New

AGNC Hedge Fund Activity: Q4 2016 in Review

341 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2016, worth a combined $3.66B — up 6.8% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AGNC positions and 41 closed out — a net gain of 77 holders — while 111 added to existing stakes and 90 trimmed.

The largest buyer was APG Asset Management, opening a new position worth an estimated $101M. The largest seller was Fidelity Investments, cutting an estimated $45.5M.

  • 341 institutional investors held AGNC Investment (AGNC) as of Q4 2016, up from 270 in Q3 2016.
  • Funds reported $3.66B of AGNC Investment stock for Q4 2016, up 6.8% quarter-over-quarter.
  • 118 funds opened new AGNC Investment positions in Q4 2016 and 41 closed out, a net change of +77 holders.
  • The largest AGNC Investment buyer in Q4 2016 was APG Asset Management, an estimated $101M added.
  • The largest AGNC Investment seller in Q4 2016 was Fidelity Investments, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2016.