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AGNC Investment

390 hedge funds and large institutions have $6.72B invested in AGNC Investment in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 163 increasing their positions, 111 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $31.6M | Put options by funds: $16.6M

47% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 111

4% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 54

4% more capital invested

Capital invested by funds: $6.49B → $6.72B (+$232M)

0% more funds holding

Funds holding: 390390 (0)

0.54% less ownership

Funds ownership: 70.37%69.82% (-0.54%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
390
Holders Change
Holders Change %
0%
% of All Funds
8.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
163
Reduced
111
Closed
54
Calls
$31.6M
Puts
$16.6M
Net Calls
+$15M
Net Calls Change
-$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
APSP
326
Asset Planning Services (Pennsylvania)
Pennsylvania
$40K +$1.18K +66 +3%
WAM
327
Wealthspire Advisors (Maryland)
Maryland
$38K
SWM
328
SeaCrest Wealth Management
New York
$36K
MSFP
329
Mark Sheptoff Financial Planning
Connecticut
$31K
SF
330
Synovus Financial
Georgia
$30K
IP
331
Intellectus Partners
California
$30K +$29.3K +1,642 New
AIM
332
Advantage Investment Management
Iowa
$28K -$189K -10,572 -87%
WEC
333
Winslow Evans & Crocker
Massachusetts
$28K
GRP
334
Global Retirement Partners
California
$28K +$20.6K +1,152 +277%
First Manhattan
335
First Manhattan
New York
$27K
OIA
336
Optimum Investment Advisors
Illinois
$24K
Parallax Volatility Advisers
337
Parallax Volatility Advisers
California
$24K +$23.8K +1,330 +19,000%
AIC
338
Ameritas Investment Company
Nebraska
$23K -$53.4K -2,987 -70%
WCM
339
Whitener Capital Management
North Carolina
$23K
TC
340
Truvestments Capital
Florida
$20K +$19.4K +1,086 New
CTC
341
Central Trust Company
Missouri
$19K -$8.93K -500 -32%
JCM
342
Jacobi Capital Management
Pennsylvania
$19K
PCP
343
Proficio Capital Partners
Massachusetts
$19K +$12.8K +718 +209%
CIAS
344
Capital Investment Advisory Services
North Carolina
$18K
ESB
345
Essex Savings Bank
Connecticut
$18K
TFS
346
TrustCore Financial Services
Tennessee
$18K
LPWM
347
Lake Point Wealth Management
Texas
$17K
1832 Asset Management
348
1832 Asset Management
Ontario, Canada
$16K +$16.1K +903 New
GI
349
Gradient Investments
Minnesota
$15K
OC
350
Oakworth Capital
Alabama
$15K

AGNC Hedge Fund Activity: Q1 2019 in Review

390 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2019, worth a combined $6.72B — up 3.6% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AGNC positions and 54 closed out — a net gain of 2 holders — while 163 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $56.5M. The largest seller was Citadel Advisors, cutting an estimated $122M.

  • 390 institutional investors held AGNC Investment (AGNC) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $6.72B of AGNC Investment stock for Q1 2019, up 3.6% quarter-over-quarter.
  • 56 funds opened new AGNC Investment positions in Q1 2019 and 54 closed out, a net change of +2 holders.
  • The largest AGNC Investment buyer in Q1 2019 was BlackRock, an estimated $56.5M added.
  • The largest AGNC Investment seller in Q1 2019 was Citadel Advisors, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2019.