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AGNC Investment
AGNC

331 hedge funds and large institutions have $4.11B invested in AGNC Investment in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 100 increasing their positions, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $3.66B → $4.11B (+$444M)

6% more funds holding

Funds holding: 313 → 331 (+18)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

22% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 129

51% less call options, than puts

Call options by funds: $66.8M | Put options by funds: $135M

Holders
331
Holders Change
+18
Holders Change %
+5.75%
% of All Funds
9.56%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
56
Increased
100
Reduced
129
Closed
32
Calls
$66.8M
Puts
$135M
Net Calls
-$68.3M
Net Calls Change
-$9.05M

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$186M
2
GC
Greenlight Capital
New York
+$113M
3
HCM
Herndon Capital Management
Georgia
+$64.5M
4
Boston Partners
Boston Partners
Massachusetts
+$60.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.2M

Top Sellers

Rank Fund Capital Flow
1
PRCM
Pine River Capital Management
Minnesota
-$222M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$113M
3
Morgan Stanley
Morgan Stanley
New York
-$65.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$38.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$35.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
351
Capital Wealth Planning
Florida
– -$524K -16,000 Closed
SC
352
Savitr Capital
California
– -$289K -15,000 Closed
PL
353
Parkwood LLC
Ohio
– -$278K -14,414 Closed
IH
354
IFC Holdings
Florida
– -$265K -13,779 Closed
MSU
355
Maple Securities USA
New Jersey
– -$241K -12,491 Closed
PCM
356
Parsons Capital Management
Rhode Island
– -$231K -11,950 Closed
HAI
357
Hennessy Advisors Inc
California
– -$193K -10,000 Closed
WRM
358
Westport Resources Management
Connecticut
– -$69K -3,600 Closed
ASN
359
Advisory Services Network
Georgia
– -$9K -490 Closed
DADC
360
D.A. Davidson & Co
Montana
– -$7K -400 Closed
ECM
361
Exchange Capital Management
Michigan
– -$7K -351 Closed
FWM
362
Focused Wealth Management
New York
– -$4K -200 Closed
MCM
363
McKinley Capital Management
Alaska
– -$4K -199 Closed
PIA
364
Piedmont Investment Advisors
North Carolina
– -$1.5K -78 Closed
11 12 13 14
15

AGNC Hedge Fund Activity: Q1 2014 in Review

331 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2014, worth a combined $4.11B — up 12% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AGNC positions and 32 closed out — a net gain of 24 holders — while 100 added to existing stakes and 129 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $186M. The largest seller was Pine River Capital Management, cutting an estimated $222M.

  • 331 institutional investors held AGNC Investment (AGNC) as of Q1 2014, up from 313 in Q4 2013.
  • Funds reported $4.11B of AGNC Investment stock for Q1 2014, up 12% quarter-over-quarter.
  • 56 funds opened new AGNC Investment positions in Q1 2014 and 32 closed out, a net change of +24 holders.
  • The largest AGNC Investment buyer in Q1 2014 was Artisan Partners, an estimated $186M added.
  • The largest AGNC Investment seller in Q1 2014 was Pine River Capital Management, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2014.