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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
LFG
351
Larson Financial Group
Missouri
$31.6K +$1.35K +148 +5%
RCM
352
Raleigh Capital Management
North Carolina
$31.3K +$20.3K +2,224 +278%
FRA
353
Front Row Advisors
California
$31K
AF
354
Allworth Financial
California
$30.7K +$7.55K +826 +39%
CAS
355
Coppell Advisory Solutions
Texas
$27.1K +$23.9K +2,616 New
CASC
356
Coppell Advisory Solutions Corp
Texas
$27.1K +$23.9K +2,616 New
PG
357
Proffitt & Goodson
Tennessee
$25.6K
EI
358
Ellevest Inc
New York
$25.1K -$13.8K -1,515 -38%
BAM
359
Baldrige Asset Management
Pennsylvania
$24K
HCM
360
Highlander Capital Management
New Jersey
$23K
HT
361
Headlands Technologies
Illinois
$23K +$20K +2,192 New
KA
362
Kozak & Associates
Colorado
$22K +$768 +84 +4%
PTC
363
Private Trust Company
Ohio
$21K -$3.45K -378 -16%
LC
364
Lindbrook Capital
California
$20.1K +$4.29K +469 +32%
JWM
365
Janiczek Wealth Management
Colorado
$19.4K +$2.38K +260 +18%
NA
366
NewEdge Advisors
Louisiana
$18.7K +$38.8K +4,250 New
MSFP
367
Mark Sheptoff Financial Planning
Connecticut
$17.9K
AWM
368
Activest Wealth Management
Florida
$13.8K
TIM
369
Tortoise Investment Management
New York
$13K
EE
370
EWG Elevate
California
$11.1K +$9.79K +1,072 New
FCG
371
Financial Connections Group
California
$11K +$420 +46 +4%
GWS
372
Glassman Wealth Services
Virginia
$8.91K +$6.93K +758 +736%
OC
373
Oakworth Capital
Alabama
$8.76K
CFGS
374
Concourse Financial Group Securities
Alabama
$8.64K +$7.54K +825 New
BIA
375
Bell Investment Advisors
California
$8.57K +$1.19K +130 +19%

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.