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AGNC Investment

353 hedge funds and large institutions have $4.87B invested in AGNC Investment in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

67% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 92

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $4.07B → $4.87B (+$796M)

8% more funds holding

Funds holding: 327353 (+26)

2.25% more ownership

Funds ownership: 62.1%64.35% (+2.3%)

59% less call options, than puts

Call options by funds: $39.1M | Put options by funds: $95M

Holders
353
Holders Change
+26
Holders Change %
+7.95%
% of All Funds
8.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
57
Increased
154
Reduced
92
Closed
26
Calls
$39.1M
Puts
$95M
Net Calls
-$55.9M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
326
Advisory Services Network
Georgia
$44K +$8.71K +419 +26%
HI
327
Hudock Inc
Pennsylvania
$42K
PRS
328
Pinkerton Retirement Specialists
Idaho
$39K -$44.5K -2,143 -54%
APSP
329
Asset Planning Services (Pennsylvania)
Pennsylvania
$39K +$977 +47 +3%
VCM
330
Versant Capital Management
Arizona
$37K +$4.28K +206 +13%
CPIG
331
Chicago Partners Investment Group
Illinois
$35K +$37.4K +1,800 New
CTC
332
Central Trust Company
Missouri
$33K
NSIM
333
North Star Investment Management
Illinois
$28K
WA
334
WFG Advisors
Texas
$26K
JCM
335
Jacobi Capital Management
Pennsylvania
$23K
PCP
336
Proficio Capital Partners
Massachusetts
$22K
CCMW
337
Cypress Capital Management (Wyoming)
Wyoming
$21.3K
KF
338
Krilogy Financial
Missouri
$21K
GI
339
Gradient Investments
Minnesota
$18K
OC
340
Oakworth Capital
Alabama
$18K
RFM
341
Royal Fund Management
Florida
$13K
BWM
342
Baystate Wealth Management
Massachusetts
$13K +$12.4K +599 New
EWM
343
Edge Wealth Management
New York
$10K
MWM
344
MinichMacGregor Wealth Management
New York
$8K
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$8K
AIM
346
Acrospire Investment Management
Illinois
$6K -$43.6K -2,100 -88%
CCM
347
Cribstone Capital Management
Maine
$6K +$5.71K +275 New
ARMC
348
American Research & Management Company
Massachusetts
$4K
TWA
349
TCI Wealth Advisors
Arizona
$3K
TRCT
350
Tower Research Capital (TRC)
New York
$2K -$114K -5,484 -98%

AGNC Hedge Fund Activity: Q2 2017 in Review

353 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q2 2017, worth a combined $4.87B — up 20% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AGNC positions and 26 closed out — a net gain of 31 holders — while 154 added to existing stakes and 92 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $107M. The largest seller was Artisan Partners, cutting an estimated $55.8M.

  • 353 institutional investors held AGNC Investment (AGNC) as of Q2 2017, up from 327 in Q1 2017.
  • Funds reported $4.87B of AGNC Investment stock for Q2 2017, up 20% quarter-over-quarter.
  • 57 funds opened new AGNC Investment positions in Q2 2017 and 26 closed out, a net change of +31 holders.
  • The largest AGNC Investment buyer in Q2 2017 was Capital World Investors, an estimated $107M added.
  • The largest AGNC Investment seller in Q2 2017 was Artisan Partners, an estimated $55.8M sold.

Based on aggregated 13F filings for Q2 2017.