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AGNC Investment

402 hedge funds and large institutions have $6.45B invested in AGNC Investment in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 129 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $60.8M | Put options by funds: $31.9M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 129

8% more capital invested

Capital invested by funds: $5.96B → $6.45B (+$489M)

5% more funds holding

Funds holding: 384402 (+18)

0.18% less ownership

Funds ownership: 67.64%67.46% (-0.18%)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
402
Holders Change
+18
Holders Change %
+4.69%
% of All Funds
7.92%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
68
Increased
142
Reduced
129
Closed
42
Calls
$60.8M
Puts
$31.9M
Net Calls
+$28.9M
Net Calls Change
+$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$80K -$13.4K -787 -15%
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$74K -$2.72K -160 -4%
EDRH
328
Edmond de Rothschild Holding
Switzerland
$71K
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$63K -$13.5K -796 -18%
QI
330
QS Investors
New York
$60K -$4.03M -236,804 -99%
SIC
331
Salem Investment Counselors
North Carolina
$57K
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$56K
BWP
333
Baldwin Wealth Partners
Massachusetts
$53K
SL
334
Savior LLC
Massachusetts
$53K +$50.8K +2,987 New
JPLA
335
Joseph P. Lucia & Associates
New York
$51K +$1.07K +63 +2%
SF
336
Synovus Financial
Georgia
$51K +$9.83K +578 +25%
PCG
337
Private Capital Group
Connecticut
$49K -$6.26K -368 -12%
GRP
338
Global Retirement Partners
California
$49K +$20.9K +1,227 +78%
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$46K +$6.62K +389 +17%
HNB
340
Huntington National Bank
Ohio
$46K +$44.4K +2,609 New
HCM
341
Highlander Capital Management
New Jersey
$42K
HI
342
Hudock Inc
Pennsylvania
$40K
SMFS
343
Squar Milner Financial Services
California
$39K +$38.2K +2,245 New
AF
344
Advisornet Financial
Minnesota
$38K +$14.4K +846 +65%
CFGS
345
Concourse Financial Group Securities
Alabama
$37K +$25.7K +1,510 +276%
CIA
346
CSat Investment Advisory
Michigan
$36K +$4.32K +254 +14%
PA
347
Parallel Advisors
California
$34K +$16.9K +991 +107%
FCA
348
FinTrust Capital Advisors
South Carolina
$32K
MSFP
349
Mark Sheptoff Financial Planning
Connecticut
$31K
SPIA
350
Steward Partners Investment Advisory
New York
$31K +$51 +3 +0.2%

AGNC Hedge Fund Activity: Q4 2019 in Review

402 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2019, worth a combined $6.45B — up 8.2% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AGNC positions and 42 closed out — a net gain of 26 holders — while 142 added to existing stakes and 129 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $56.3M. The largest seller was Citadel Advisors, cutting an estimated $88.6M.

  • 402 institutional investors held AGNC Investment (AGNC) as of Q4 2019, up from 384 in Q3 2019.
  • Funds reported $6.45B of AGNC Investment stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 68 funds opened new AGNC Investment positions in Q4 2019 and 42 closed out, a net change of +26 holders.
  • The largest AGNC Investment buyer in Q4 2019 was Renaissance Technologies, an estimated $56.3M added.
  • The largest AGNC Investment seller in Q4 2019 was Citadel Advisors, an estimated $88.6M sold.

Based on aggregated 13F filings for Q4 2019.