We are live on ! Find out more
AGNC icon

AGNC Investment

402 hedge funds and large institutions have $6.45B invested in AGNC Investment in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 129 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $60.8M | Put options by funds: $31.9M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 129

8% more capital invested

Capital invested by funds: $5.96B → $6.45B (+$489M)

5% more funds holding

Funds holding: 384402 (+18)

0.18% less ownership

Funds ownership: 67.64%67.46% (-0.18%)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
402
Holders Change
+18
Holders Change %
+4.69%
% of All Funds
7.92%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
68
Increased
142
Reduced
129
Closed
42
Calls
$60.8M
Puts
$31.9M
Net Calls
+$28.9M
Net Calls Change
+$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
376
Kelly Financial Services
Massachusetts
$8.12K
EARNEST Partners
377
EARNEST Partners
Georgia
$8K
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$8K +$7.49K +440 New
AWA
379
Arkadios Wealth Advisors
Georgia
$7.71K +$6.86K +403 New
WQ
380
Wealth Quarterback
New Jersey
$7.22K +$6.94K +408 New
VCP
381
Verus Capital Partners
Arizona
$6K +$5.56K +327 New
BCA
382
Berman Capital Advisors
Georgia
$5K -$5.16K -303 -51%
ZB
383
Zions Bancorporation
Utah
$4K -$3.35K -197 -48%
BBHC
384
Brown Brothers Harriman & Co
New York
$4K -$1.29K -76 -28%
ARMC
385
American Research & Management Company
Massachusetts
$4K
VFA
386
Valeo Financial Advisors
Indiana
$4K
VCM
387
Versant Capital Management
Arizona
$4K +$2.18K +128 +96%
CAL
388
Capital Analysts LLC
Pennsylvania
$4K +$3.83K +225 New
GT
389
Glenmede Trust
Pennsylvania
$3K -$19K -1,115 -85%
SCA
390
Stonebridge Capital Advisors
Minnesota
$3K
DAM
391
Delta Asset Management
Tennessee
$2K
RIA
392
Realta Investment Advisors
Delaware
$2K
RFM
393
Royal Fund Management
Florida
$2K
ST
394
Smithfield Trust
Pennsylvania
$2K +$1.7K +100 New
GWS
395
Glassman Wealth Services
Virginia
$2K +$2.13K +125 New
Parallax Volatility Advisers
396
Parallax Volatility Advisers
California
$1K -$1M -58,993 -100%
APC
397
Aspire Private Capital
North Carolina
$1K
HI
398
Human Investing
Oregon
$1K
DOA
399
D'Orazio & Associates
Virginia
$1K +$34 +2 +2%
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$1K +$1.14K +67 New

AGNC Hedge Fund Activity: Q4 2019 in Review

402 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2019, worth a combined $6.45B — up 8.2% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AGNC positions and 42 closed out — a net gain of 26 holders — while 142 added to existing stakes and 129 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $56.3M. The largest seller was Citadel Advisors, cutting an estimated $88.6M.

  • 402 institutional investors held AGNC Investment (AGNC) as of Q4 2019, up from 384 in Q3 2019.
  • Funds reported $6.45B of AGNC Investment stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 68 funds opened new AGNC Investment positions in Q4 2019 and 42 closed out, a net change of +26 holders.
  • The largest AGNC Investment buyer in Q4 2019 was Renaissance Technologies, an estimated $56.3M added.
  • The largest AGNC Investment seller in Q4 2019 was Citadel Advisors, an estimated $88.6M sold.

Based on aggregated 13F filings for Q4 2019.