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AGNC Investment

467 hedge funds and large institutions have $4.53B invested in AGNC Investment in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 181 increasing their positions, 147 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 147

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

1% less capital invested

Capital invested by funds: $4.59B → $4.53B (-$66.6M)

5% less call options, than puts

Call options by funds: $86.1M | Put options by funds: $90.7M

1% less funds holding

Funds holding: 472467 (-5)

2.62% less ownership

Funds ownership: 53.56%50.94% (-2.6%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
467
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
63
Increased
181
Reduced
147
Closed
63
Calls
$86.1M
Puts
$90.7M
Net Calls
-$4.58M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
326
1834 Investment Advisors
Wisconsin
$229K
WP
327
WealthPLAN Partners
Nebraska
$227K
XT
328
XTX Topco
Cayman Islands
$224K +$216K +13,354 New
CTFG
329
Capstone Triton Financial Group
Oklahoma
$218K -$154K -9,503 -42%
WP
330
WMS Partners
Maryland
$218K
US Bancorp
331
US Bancorp
Minnesota
$215K -$358K -22,133 -63%
M&T Bank
332
M&T Bank
New York
$214K -$37.4K -2,315 -15%
BCM
333
Bayesian Capital Management
New York
$213K +$205K +12,700 New
FC
334
Fulcrum Capital
Washington
$210K +$202K +12,500 New
CG
335
Cutler Group
California
$206K +$199K +12,307 New
QCM
336
Quest Capital Management
Texas
$204K
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$202K +$8.08K +500 +4%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$200K +$31.7K +1,963 +20%
BBA
339
BLB&B Advisors
Pennsylvania
$199K
1WA
340
180 Wealth Advisors
Washington
$198K +$173K +10,676 New
PCM
341
Prelude Capital Management
New York
$195K -$700K -43,314 -79%
DI
342
Diligent Investors
California
$195K
AAS
343
Avantax Advisory Services
Texas
$194K +$186K +11,517 New
TCM
344
Tuttle Capital Management
Connecticut
$193K +$186K +11,492 New
IWM
345
IHT Wealth Management
Illinois
$192K +$1.21K +75 +0.7%
Luther King Capital Management (LKCM)
346
Luther King Capital Management (LKCM)
Texas
$191K
PA
347
Profund Advisors
Maryland
$191K +$184K +11,380 New
MBT
348
Montecito Bank & Trust
California
$191K +$184K +11,401 New
Manulife (Manufacturers Life Insurance)
349
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$190K
Canada Pension Plan Investment Board
350
Canada Pension Plan Investment Board
Ontario, Canada
$189K -$151K -9,333 -45%

AGNC Hedge Fund Activity: Q1 2021 in Review

467 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2021, worth a combined $4.53B — down 1.5% from $4.59B a quarter earlier.

Fund positioning in AGNC was balanced in Q1 2021: 63 funds opened new positions, 63 closed out, 181 added to existing stakes and 147 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $35.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $93.9M.

  • 467 institutional investors held AGNC Investment (AGNC) as of Q1 2021, down from 472 in Q4 2020.
  • Funds reported $4.53B of AGNC Investment stock for Q1 2021, down 1.5% quarter-over-quarter.
  • 63 funds opened new AGNC Investment positions in Q1 2021 and 63 closed out, a net change of 0 holders.
  • The largest AGNC Investment buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $35.8M added.
  • The largest AGNC Investment seller in Q1 2021 was D.E. Shaw & Co, an estimated $93.9M sold.

Based on aggregated 13F filings for Q1 2021.