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AGNC Investment

436 hedge funds and large institutions have $2.56B invested in AGNC Investment in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 182 increasing their positions, 112 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+10
Holders Change %
+2.35%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
81
Increased
182
Reduced
112
Closed
64
Calls
$120M
Puts
$222M
Net Calls
-$102M
Net Calls Change
-$84.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PPW
326
Pasadena Private Wealth
California
$119K +$119K +11,760 New
SWA
327
Stratos Wealth Advisors
Ohio
$118K +$8.06K +800 +7%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$118K +$7.38K +732 +7%
GAM
329
Gotham Asset Management
New York
$116K +$116K +11,542 New
RIL
330
Rothschild Investment LLC
Illinois
$116K +$116K +11,481 New
MA
331
Mutual Advisors
Nebraska
$115K +$115K +11,365 New
SLFPAM
332
St. Louis Financial Planners Asset Management
Missouri
$111K +$111K +10,999 New
PWM
333
Perigon Wealth Management
California
$110K -$171K -16,971 -61%
CW
334
CreativeOne Wealth
Kansas
$110K -$101K -10,072 -48%
KWM
335
Kingsview Wealth Management
Oregon
$108K +$108K +10,683 New
WIM
336
WealthPlan Investment Management
Nebraska
$107K -$81.1K -8,049 -43%
KFSC
337
Keystone Financial Services (Colorado)
Colorado
$105K +$222 +22 +0.2%
WAM
338
Weiss Asset Management
Massachusetts
$104K +$104K +10,336 New
PG
339
Proffitt & Goodson
Tennessee
$101K +$76.4K +7,577 +307%
C
340
Covestor
United Kingdom
$101K -$32.1K -3,177 -24%
GRP
341
Global Retirement Partners
California
$90.4K +$37K +3,935 +69%
O
342
Ossiam
France
$86.3K +$17.7K +1,759 +26%
GWM
343
Geneos Wealth Management
Colorado
$82.7K +$42.3K +4,200 +105%
CCA
344
Catalyst Capital Advisors
New York
$80.7K +$403 +40 +0.5%
WP
345
WealthPLAN Partners
Nebraska
$80.6K -$107K -10,632 -57%
TF
346
Tompkins Financial
New York
$73.1K
BWP
347
Baldwin Wealth Partners
Massachusetts
$60.5K
AIP
348
Ahrens Investment Partners
Louisiana
$59.5K +$59.5K +5,900 New
AIG
349
American International Group
New York
$57.9K -$1.28K -127 -2%
GWSG
350
GPS Wealth Strategies Group
Colorado
$56.7K +$56.7K +5,626 New