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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
JWCA
301
J.W. Coons Advisors
Ohio
$335K +$323K +20,000 New
EW
302
Evoke Wealth
California
$325K
IRF
303
IBM Retirement Fund
New York
$321K -$21.4K -1,327 -6%
RIM
304
Redpoint Investment Management
Australia
$315K +$304K +18,817 New
PAM
305
Panagora Asset Management
Massachusetts
$307K +$92.1K +5,699 +45%
JWCA
306
J.W. Cole Advisors
Florida
$295K -$90K -5,571 -24%
WAM
307
World Asset Management
Michigan
$294K +$43K +2,663 +19%
SPC
308
Sigma Planning Corp
Michigan
$291K -$11.1K -686 -4%
LFF
309
Level Four Financial
Texas
$289K -$12.9K -800 -4%
NWA
310
Navis Wealth Advisors
New York
$285K
Cerity Partners
311
Cerity Partners
New York
$280K +$259 +16 +0.1%
GWM
312
Geneos Wealth Management
Colorado
$277K +$8.92K +552 +4%
BRWM
313
B. Riley Wealth Management
Tennessee
$275K +$10.2K +631 +4%
CAM
314
Cresset Asset Management
Illinois
$273K +$262K +16,211 New
BC
315
Bridgefront Capital
Texas
$264K -$251K -15,526 -50%
GWMIA
316
Global Wealth Management Investment Advisory
Florida
$263K +$16.2K +1,003 +7%
BEI
317
Benjamin Edwards Inc
Missouri
$260K -$68.6K -4,242 -21%
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$254K +$66.9K +4,140 +38%
KFA
319
Kelleher Financial Advisors
New York
$254K +$245K +15,166 New
BCM
320
Bluefin Capital Management
New York
$253K -$385K -23,800 -61%
TC
321
TownSquare Capital
Utah
$250K -$51.4K -3,183 -18%
KWM
322
Kingsview Wealth Management
Oregon
$246K +$614 +38 +0.3%
UMC
323
United Maritime Capital
New York
$241K +$233K +14,394 New
PP
324
Prudential plc
United Kingdom
$239K +$230K +14,233 New
CB
325
Commerce Bank
Missouri
$234K +$226K +13,991 New

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.