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AGNC Investment
AGNC

432 hedge funds and large institutions have $2.39B invested in AGNC Investment in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 98 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 98

6% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 53

0.86% more ownership

Funds ownership: 40.81% → 41.67% (+0.86%)

0% more funds holding

Funds holding: 432 → 432 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less call options, than puts

Call options by funds: $130M | Put options by funds: $132M

3% less capital invested

Capital invested by funds: $2.46B → $2.39B (-$78.9M)

Holders
432
Holders Change
–
Holders Change %
0%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
205
Reduced
98
Closed
53
Calls
$130M
Puts
$132M
Net Calls
-$1.79M
Net Calls Change
-$43.1M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$33.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$13.6M
3
BCM
BlueCrest Capital Management
Jersey
+$11.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$11.4M
5
Morgan Stanley
Morgan Stanley
New York
+$11M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$31M
2
JAM
Jupiter Asset Management
United Kingdom
-$25.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14M
4
Legal & General Group
Legal & General Group
United Kingdom
-$8.86M
5
BlackRock
BlackRock
New York
-$7.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$107K -$1.01M -102,016 -90%
IWC
327
Integrated Wealth Concepts
Massachusetts
$106K +$112K +11,270 New
ACM
328
Anfield Capital Management
California
$105K +$110K +11,142 New
HCM
329
Highlander Capital Management
New Jersey
$105K +$88K +8,890 +395%
JWCA
330
J.W. Cole Advisors
Florida
$104K +$109K +10,972 New
TWM
331
Tradition Wealth Management
Minnesota
$101K -$40.7K -4,116 -28%
WIM
332
WealthPlan Investment Management
Nebraska
$99.9K +$105K +10,583 New
SW
333
SkyOak Wealth
Michigan
$98.7K – – –
CWM
334
Collaborative Wealth Management
Florida
$96.2K – – –
STA
335
Summit Trail Advisors
New York
$96.1K -$44.8K -4,523 -31%
SLFPAM
336
St. Louis Financial Planners Asset Management
Missouri
$95.2K -$2.07K -209 -2%
PG
337
Proffitt & Goodson
Tennessee
$94.8K – – –
GC
338
Gratus Capital
Georgia
$94.4K – – –
PCWA
339
Pacific Capital Wealth Advisors
California
$94.4K – – –
AWM
340
Axxcess Wealth Management
California
$94.4K +$99K +10,000 New
MC
341
Meteora Capital
Florida
$94.4K +$99K +10,000 New
CCA
342
Catalyst Capital Advisors
New York
$94K -$12K -1,210 -11%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$93K -$6.48K -655 -6%
AAG
344
Armstrong Advisory Group
Massachusetts
$89.8K +$247 +25 +0.3%
KBC Group
345
KBC Group
Belgium
$84K +$87.6K +8,850 New
TPCW
346
TD Private Client Wealth
New York
$69.8K -$3.66K -370 -5%
TF
347
Tompkins Financial
New York
$68.4K – – –
BWP
348
Baldwin Wealth Partners
Massachusetts
$66.1K – – –
GRP
349
Global Retirement Partners
California
$65.4K +$2.55K +258 +4%
S
350
SignatureFD
Georgia
$65.2K -$69.3K -7,007 -50%
12 13
14
15 16

AGNC Hedge Fund Activity: Q3 2023 in Review

432 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2023, worth a combined $2.39B — down 3.2% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AGNC positions and 53 closed out — a net gain of 3 holders — while 205 added to existing stakes and 98 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $33.3M. The largest seller was Citadel Advisors, cutting an estimated $31M.

  • 432 institutional investors held AGNC Investment (AGNC) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.39B of AGNC Investment stock for Q3 2023, down 3.2% quarter-over-quarter.
  • 56 funds opened new AGNC Investment positions in Q3 2023 and 53 closed out, a net change of +3 holders.
  • The largest AGNC Investment buyer in Q3 2023 was ClearBridge Investments, an estimated $33.3M added.
  • The largest AGNC Investment seller in Q3 2023 was Citadel Advisors, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2023.