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AGNC Investment

475 hedge funds and large institutions have $2.72B invested in AGNC Investment in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 206 increasing their positions, 122 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 122

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 65

0% less funds holding

Funds holding: 476475 (-1)

3% less capital invested

Capital invested by funds: $2.81B → $2.72B (-$80.5M)

1.86% less ownership

Funds ownership: 40.72%38.86% (-1.9%)

38% less call options, than puts

Call options by funds: $133M | Put options by funds: $213M

Holders
475
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
6.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
71
Increased
206
Reduced
122
Closed
65
Calls
$133M
Puts
$213M
Net Calls
-$79.9M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
351
WealthPlan Investment Management
Nebraska
$101K
PCM
352
Permanent Capital Management
Illinois
$101K +$103K +10,800 New
WCG
353
Weaver Consulting Group
California
$100K +$100K +10,491 New
SW
354
SkyOak Wealth
Michigan
$99.7K
WA
355
Waverly Advisors
Alabama
$99.4K +$249 +26 +0.3%
SWP
356
Stratos Wealth Partners
Ohio
$98.6K +$98.9K +10,333 New
EL
357
Essex LLC
Illinois
$97.3K +$97.6K +10,200 New
NLP
358
Next Level Private
New York
$96.4K +$96.6K +10,100 New
TPCW
359
TD Private Client Wealth
New York
$96.2K -$3.16K -330 -3%
GHAM
360
Gilman Hill Asset Management
Connecticut
$95.4K
PCWA
361
Pacific Capital Wealth Advisors
California
$95.4K
PG
362
Proffitt & Goodson
Tennessee
$92.5K
CHA
363
Carmichael Hill & Associates
Maryland
$92.4K +$3.38K +353 +4%
RIL
364
Rothschild Investment LLC
Illinois
$87.8K
VWM
365
Venturi Wealth Management
Texas
$87.5K +$86.1K +9,000 +5,202%
BAMF
366
BI Asset Management Fondsmaeglerselskab
Denmark
$82K +$30K +3,140 +58%
EWA
367
EverSource Wealth Advisors
Alabama
$81.2K +$59.7K +6,243 +333%
S
368
SignatureFD
Georgia
$79.7K +$15.1K +1,582 +23%
C
369
Covestor
United Kingdom
$73K +$7.78K +813 +12%
MA
370
Montag & Associates
Georgia
$70.8K +$16.7K +1,743 +31%
OP
371
ORG Partners
Indiana
$70K +$70.6K +7,380 New
JWM
372
Janiczek Wealth Management
Colorado
$68.7K
Qube Research & Technologies (QRT)
373
Qube Research & Technologies (QRT)
United Kingdom
$67.9K +$68.1K +7,117 New
BWP
374
Baldwin Wealth Partners
Massachusetts
$66.8K
SFC
375
Strategic Financial Concepts
Texas
$64.7K +$5.57M +582,411 +935%

AGNC Hedge Fund Activity: Q2 2024 in Review

475 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q2 2024, worth a combined $2.72B — down 2.9% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AGNC positions and 65 closed out — a net gain of 6 holders — while 206 added to existing stakes and 122 trimmed.

The largest buyer was Ruffer LLP, adding an estimated $55.5M. The largest seller was ClearBridge Investments, cutting an estimated $38.7M.

  • 475 institutional investors held AGNC Investment (AGNC) as of Q2 2024, down from 476 in Q1 2024.
  • Funds reported $2.72B of AGNC Investment stock for Q2 2024, down 2.9% quarter-over-quarter.
  • 71 funds opened new AGNC Investment positions in Q2 2024 and 65 closed out, a net change of +6 holders.
  • The largest AGNC Investment buyer in Q2 2024 was Ruffer LLP, an estimated $55.5M added.
  • The largest AGNC Investment seller in Q2 2024 was ClearBridge Investments, an estimated $38.7M sold.

Based on aggregated 13F filings for Q2 2024.