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AGNC Investment

430 hedge funds and large institutions have $2.73B invested in AGNC Investment in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 102 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 102

33% more capital invested

Capital invested by funds: $2.05B → $2.73B (+$678M)

14% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 80

2% more funds holding

Funds holding: 423430 (+7)

0.49% less ownership

Funds ownership: 46.65%46.15% (-0.49%)

13% less call options, than puts

Call options by funds: $115M | Put options by funds: $132M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
91
Increased
182
Reduced
102
Closed
80
Calls
$115M
Puts
$132M
Net Calls
-$17.1M
Net Calls Change
-$310M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
326
Catalyst Capital Advisors
New York
$82.5K +$13.2K +1,450 +22%
EMFAT
327
Emerald Mutual Fund Advisers Trust
Pennsylvania
$78.5K +$69.3K +7,585 New
TF
328
Tompkins Financial
New York
$75K
O
329
Ossiam
France
$70.5K
BWP
330
Baldwin Wealth Partners
Massachusetts
$62.1K +$18.3K +2,000 +50%
AIG
331
American International Group
New York
$60.7K +$3.56K +390 +7%
GRP
332
Global Retirement Partners
California
$58.7K +$192 +21 +0.4%
HCP
333
Hexagon Capital Partners
Arkansas
$52.3K +$33.8K +3,700 +274%
AAG
334
Armstrong Advisory Group
Massachusetts
$47.2K +$41.7K +4,564 New
DMBA
335
Deseret Mutual Benefit Administrators
Utah
$47.2K -$45.8K -5,015 -52%
GI
336
Gradient Investments
Minnesota
$47K +$35.1K +3,842 +549%
SWM
337
Spire Wealth Management
Virginia
$46K +$11.9K +1,297 +42%
IA
338
IFP Advisors
Florida
$45K -$6.35K -695 -22%
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.5K
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$43.5K
GKIM
341
GW&K Investment Management
Massachusetts
$42K -$11.2M -1,220,831 -100%
GWM
342
Geneos Wealth Management
Colorado
$41.4K -$4.57K -500 -11%
EDRH
343
Edmond de Rothschild Holding
Switzerland
$41.4K
WAM
344
Worth Asset Management
Texas
$38.6K +$2.71K +297 +9%
EWA
345
EverSource Wealth Advisors
Alabama
$37.9K +$21.5K +2,351 +179%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$37.1K +$18.4K +2,015 +129%
SVCP
347
Silicon Valley Capital Partners
California
$36.2K +$32K +3,500 New
CHA
348
Carmichael Hill & Associates
Maryland
$35.1K +$6.73K +737 +28%
SIC
349
Salem Investment Counselors
North Carolina
$33K +$1.41K +154 +5%
HNB
350
Huntington National Bank
Ohio
$32.4K +$28.6K +3,132 +156,600%

AGNC Hedge Fund Activity: Q4 2022 in Review

430 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2022, worth a combined $2.73B — up 33% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AGNC positions and 80 closed out — a net gain of 11 holders — while 182 added to existing stakes and 102 trimmed.

The largest buyer was Vanguard Group, adding an estimated $50.1M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $18.8M sold.

  • 430 institutional investors held AGNC Investment (AGNC) as of Q4 2022, up from 423 in Q3 2022.
  • Funds reported $2.73B of AGNC Investment stock for Q4 2022, up 33% quarter-over-quarter.
  • 91 funds opened new AGNC Investment positions in Q4 2022 and 80 closed out, a net change of +11 holders.
  • The largest AGNC Investment buyer in Q4 2022 was Vanguard Group, an estimated $50.1M added.
  • The largest AGNC Investment seller in Q4 2022 was Point72 Asset Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2022.