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AGNC Investment

432 hedge funds and large institutions have $2.39B invested in AGNC Investment in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 98 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 98

6% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 53

0.86% more ownership

Funds ownership: 40.81%41.67% (+0.86%)

0% more funds holding

Funds holding: 432432 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less call options, than puts

Call options by funds: $130M | Put options by funds: $132M

3% less capital invested

Capital invested by funds: $2.46B → $2.39B (-$78.9M)

Holders
432
Holders Change
Holders Change %
0%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
205
Reduced
98
Closed
53
Calls
$130M
Puts
$132M
Net Calls
-$1.79M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
301
Gateway Investment Advisers
Ohio
$124K -$24.9K -2,517 -16%
PWG
302
Portside Wealth Group
Utah
$124K +$12.5K +1,262 +11%
FMTC
303
Farmers & Merchants Trust Company
California
$124K +$2.27K +229 +2%
PI
304
PFG Investments
New York
$121K +$3.06K +309 +2%
WP
305
WealthPLAN Partners
Nebraska
$121K +$27.7K +2,800 +28%
PPW
306
Pasadena Private Wealth
California
$119K +$4.45K +450 +4%
SIMG
307
Sonora Investment Management Group
Arizona
$117K -$134K -13,500 -52%
FPAS
308
Focus Partners Advisor Solutions
Missouri
$116K +$445 +45 +0.4%
EGA
309
E&G Advisors
Texas
$116K
MF
310
Manchester Financial
California
$115K
IWM
311
IHT Wealth Management
Illinois
$114K +$1.65K +167 +1%
NFSG
312
Newbridge Financial Services Group
Florida
$113K -$3.45K -349 -3%
BCM
313
BTC Capital Management
Iowa
$113K
MA
314
MONECO Advisors
Connecticut
$113K +$228 +23 +0.2%
MIM
315
MetLife Investment Management
New Jersey
$111K +$4.2K +424 +4%
CG
316
CFO4Life Group
Texas
$111K -$940 -95 -0.8%
CG
317
Cutler Group
California
$111K +$113K +11,431 +2,816%
SWA
318
Stratos Wealth Advisors
Ohio
$111K
PWM
319
Perigon Wealth Management
California
$111K +$1.43K +144 +1%
TFA
320
Teamwork Financial Advisors
Texas
$110K +$115K +11,671 New
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$109K +$15.3K +1,547 +15%
JSW
322
Journey Strategic Wealth
New Jersey
$109K +$114K +11,500 New
PF
323
Prosperitas Financial
California
$108K +$113K +11,449 New
Luther King Capital Management (LKCM)
324
Luther King Capital Management (LKCM)
Texas
$108K -$7.42K -750 -6%
MAS
325
Meeder Advisory Services
Ohio
$108K -$28.7K -2,904 -20%

AGNC Hedge Fund Activity: Q3 2023 in Review

432 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2023, worth a combined $2.39B — down 3.2% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AGNC positions and 53 closed out — a net gain of 3 holders — while 205 added to existing stakes and 98 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $33.3M. The largest seller was Citadel Advisors, cutting an estimated $31M.

  • 432 institutional investors held AGNC Investment (AGNC) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.39B of AGNC Investment stock for Q3 2023, down 3.2% quarter-over-quarter.
  • 56 funds opened new AGNC Investment positions in Q3 2023 and 53 closed out, a net change of +3 holders.
  • The largest AGNC Investment buyer in Q3 2023 was ClearBridge Investments, an estimated $33.3M added.
  • The largest AGNC Investment seller in Q3 2023 was Citadel Advisors, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2023.