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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
RJT
301
Raymond James Trust
Florida
$127K +$7.06K +773 +7%
KI
302
Kula Investments
Illinois
$127K +$112K +12,245 New
EGM
303
Engineers Gate Manager
New York
$126K -$319K -34,910 -74%
HCM
304
Hilton Capital Management
New York
$126K
ORC
305
O'Rourke & Company
Massachusetts
$126K +$112K +12,208 New
MF
306
Manchester Financial
California
$126K
SW
307
SkyOak Wealth
Michigan
$125K -$31.5K -3,445 -22%
BCM
308
BTC Capital Management
Iowa
$124K
CFG
309
Cooper Financial Group
California
$124K +$109K +11,966 New
Verition Fund Management
310
Verition Fund Management
Connecticut
$123K -$1.12M -122,508 -91%
MIM
311
MetLife Investment Management
New Jersey
$122K +$9.59K +1,049 +10%
TWM
312
Tradition Wealth Management
Minnesota
$122K +$30.2K +3,300 +39%
KFSC
313
Keystone Financial Services (Colorado)
Colorado
$121K +$95.1K +10,405 New
PI
314
PEAK6 Investments
Illinois
$114K -$1.06M -115,648 -91%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$114K +$16.8K +1,840 +20%
SWA
316
Stratos Wealth Advisors
Ohio
$113K +$100K +10,945 New
LAM
317
Lyrical Asset Management
New York
$112K +$121K +13,281 New
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$110K +$97.2K +10,642 New
VAS
319
Vestmark Advisory Solutions
Massachusetts
$109K +$96.3K +10,543 New
SWP
320
Stratos Wealth Partners
Ohio
$106K +$93.5K +10,238 New
AGP
321
Autumn Glory Partners
Texas
$104K -$63.9K -6,995 -41%
RPCA
322
Running Point Capital Advisors
California
$104K
GCM
323
Greenland Capital Management
New York
$104K +$91.4K +10,000 New
TC
324
TAP Consulting
Missouri
$104K +$91.4K +10,000 New
TRCT
325
Tower Research Capital (TRC)
New York
$99K -$126K -13,747 -59%

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.