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AGNC Investment

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: 432432 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
351
GPS Wealth Strategies Group
Colorado
$57.7K
CHA
352
Carmichael Hill & Associates
Maryland
$57.3K +$24K +2,429 +67%
HNB
353
Huntington National Bank
Ohio
$52.3K +$1.16K +117 +2%
HCP
354
Hexagon Capital Partners
Arkansas
$47.7K
AIG
355
American International Group
New York
$47.3K -$990 -100 -2%
RCM
356
Raleigh Capital Management
North Carolina
$45.1K +$7.52K +760 +19%
DMBA
357
Deseret Mutual Benefit Administrators
Utah
$43.1K
SWM
358
Spire Wealth Management
Virginia
$41.6K
SIC
359
Salem Investment Counselors
North Carolina
$39.8K +$9.99K +1,010 +32%
EDRH
360
Edmond de Rothschild Holding
Switzerland
$37.8K
LFG
361
Larson Financial Group
Missouri
$31K +$772 +78 +2%
FRA
362
Front Row Advisors
California
$28.7K
PTC
363
Private Trust Company
Ohio
$28.6K
AA
364
AlphaMark Advisors
Kentucky
$28K +$18.4K +1,859 +162%
EWA
365
EverSource Wealth Advisors
Alabama
$26.1K -$4.3K -435 -14%
AF
366
Allworth Financial
California
$25.9K +$6.57K +664 +32%
FFA
367
Farther Finance Advisors
California
$25.1K +$4.61K +466 +21%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$23.2K +$5.7K +576 +31%
KA
369
Kozak & Associates
Colorado
$20.8K +$277 +28 +1%
AF
370
Advisornet Financial
Minnesota
$18.9K +$19.8K +2,000 New
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17K -$24.7K -2,500 -58%
BHPW
372
Beverly Hills Private Wealth
California
$16.9K +$17.8K +1,795 New
MSFP
373
Mark Sheptoff Financial Planning
Connecticut
$16.3K
JWM
374
Janiczek Wealth Management
Colorado
$15K
LC
375
Lindbrook Capital
California
$14.2K +$1.51K +153 +11%

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.