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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
JCM
301
Jacobi Capital Management
Pennsylvania
$22K
PCP
302
Proficio Capital Partners
Massachusetts
$22K +$18.1K +939 +831%
AA
303
Apriem Advisors
California
$21K -$829 -43 -4%
CCMW
304
Cypress Capital Management (Wyoming)
Wyoming
$19.9K
HCA
305
Harbour Capital Advisors
Virginia
$19.9K +$19.3K +1,000 New
KF
306
Krilogy Financial
Missouri
$18K
SF
307
Synovus Financial
Georgia
$18K +$655 +34 +4%
GI
308
Gradient Investments
Minnesota
$17K
OC
309
Oakworth Capital
Alabama
$17K +$16.3K +846 New
WP
310
WealthPLAN Partners
Nebraska
$15.3K +$14.6K +758 New
AAF
311
Andra AP-fonden
Sweden
$14.1K +$301K +15,600 +2%
RFM
312
Royal Fund Management
Florida
$12K
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$10K +$3.45K +179 +61%
EWM
314
Edge Wealth Management
New York
$9K
MWM
315
MinichMacGregor Wealth Management
New York
$8K
WAM
316
Wealthspire Advisors (Maryland)
Maryland
$8K
DSI
317
Daiwa SB Investments
Japan
$7K +$2.7K +140 +67%
ARMC
318
American Research & Management Company
Massachusetts
$4K
SHJ
319
Sharkey, Howes & Javer
Colorado
$4K +$3.85K +200 New
CAM
320
ClariVest Asset Management
California
$3K -$11.4K -590 -77%
TWA
321
TCI Wealth Advisors
Arizona
$3K
AF
322
Allworth Financial
California
$2K
GC
323
Globeflex Capital
California
$1K -$904K -46,880 -100%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$1K -$22.3K -1,159 -96%
PFBT
325
Parkside Financial Bank & Trust
Missouri
$1K

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.