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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
CAM
326
ClariVest Asset Management
California
$14K -$262K -13,823 -95%
RFM
327
Royal Fund Management
Florida
$11K +$11.6K +613 New
EWM
328
Edge Wealth Management
New York
$8K -$18.9K -1,000 -69%
MWM
329
MinichMacGregor Wealth Management
New York
$7K
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$7K
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5.59K +295 New
DSI
332
Daiwa SB Investments
Japan
$4K -$154K -8,130 -97%
ARMC
333
American Research & Management Company
Massachusetts
$4K
ZB
334
Zions Bancorporation
Utah
$4K +$4.11K +217 New
TWA
335
TCI Wealth Advisors
Arizona
$3K +$2.73K +144 New
EARNEST Partners
336
EARNEST Partners
Georgia
$3K +$3.24K +171 New
PCP
337
Proficio Capital Partners
Massachusetts
$2K -$948 -50 -31%
AF
338
Allworth Financial
California
$2K +$1.71K +90 New
PFBT
339
Parkside Financial Bank & Trust
Missouri
$1K +$966 +51 New
LS
340
Livforsakringsbolaget Skandia
Sweden
$240 -$126K -6,670 -33%
CCP
341
Clough Capital Partners
Massachusetts
-$37.4M -1,914,199 Closed
BNP Paribas Financial Markets
342
BNP Paribas Financial Markets
France
-$12.8M -655,246 Closed
YMRC
343
Yorktown Management & Research Company
Virginia
-$8.79M -450,000 Closed
BC
344
Brookfield Corp
Ontario, Canada
-$6.17M -315,600 Closed
WA
345
Whitebox Advisors
Minnesota
-$5.86M -300,072 Closed
Westfield Capital Management
346
Westfield Capital Management
Massachusetts
-$4.63M -237,170 Closed
Arrowstreet Capital
347
Arrowstreet Capital
Massachusetts
-$4.35M -222,600 Closed
PMAM
348
Picton Mahoney Asset Management
Ontario, Canada
-$1.59M -81,200 Closed
DILH
349
Dai-ichi Life Holdings
Japan
-$1.38M -70,505 Closed
MVP
350
Miller Value Partners
Florida
-$1.29M -66,000 Closed

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.