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AGNC Investment

445 hedge funds and large institutions have $4.3B invested in AGNC Investment in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 147 increasing their positions, 163 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $158M | Put options by funds: $126M

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

1% more funds holding

Funds holding: 439445 (+6)

2% less capital invested

Capital invested by funds: $4.4B → $4.3B (-$99.3M)

10% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 163

5.22% less ownership

Funds ownership: 61.23%56.01% (-5.2%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
445
Holders Change
+6
Holders Change %
+1.37%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
68
Increased
147
Reduced
163
Closed
58
Calls
$158M
Puts
$126M
Net Calls
+$32.4M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
376
Millennium Management
New York
$30.4K +$7.95M +577,511 +36%
ED
377
Exane Derivatives
France
$26.1K -$17K -1,234 -40%
MSFP
378
Mark Sheptoff Financial Planning
Connecticut
$24K
SL
379
Savior LLC
Massachusetts
$23K -$20.5K -1,488 -47%
SGAM
380
Smith Group Asset Management
Texas
$22K +$17.3K +1,260 +371%
HFRG
381
Houlihan Financial Resource Group
Virginia
$22K +$20.6K +1,500 New
WEC
382
Winslow Evans & Crocker
Massachusetts
$21K
PFS
383
Prospera Financial Services
Texas
$21K +$20.8K +1,513 New
First Manhattan
384
First Manhattan
New York
$20K
JWM
385
Janiczek Wealth Management
Colorado
$20K
ASN
386
Advisory Services Network
Georgia
$19K +$19.7K +1,435 New
F
387
F3Logic
Minnesota
$18.2K +$18K +1,310 New
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$18K +$12.4K +900 +217%
TIM
389
Tortoise Investment Management
New York
$17K +$17.3K +1,257 New
AF
390
Allworth Financial
California
$16K +$96 +7 +0.6%
TWA
391
TCI Wealth Advisors
Arizona
$16K +$3.15K +229 +24%
APWA
392
Atlas Private Wealth Advisors
New Jersey
$14K
CCMW
393
Cypress Capital Management (Wyoming)
Wyoming
$14K
WT
394
Whittier Trust
California
$14K +$13.8K +1,000 New
WTC
395
WhitTier Trust Company
Nevada
$14K +$13.8K +1,000 New
AA
396
AlphaMark Advisors
Kentucky
$13K +$12.4K +900 New
APA
397
American Portfolios Advisors
New York
$12.7K -$64.8K -4,710 -84%
PWMG
398
Prestige Wealth Management Group
New Jersey
$12K -$3.65K -265 -23%
FRA
399
Front Row Advisors
California
$12K
GI
400
Gradient Investments
Minnesota
$12K

AGNC Hedge Fund Activity: Q3 2020 in Review

445 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2020, worth a combined $4.3B — down 2.3% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AGNC positions and 58 closed out — a net gain of 10 holders — while 147 added to existing stakes and 163 trimmed.

The largest buyer was MKP Capital Management, opening a new position worth an estimated $84.5M. The largest seller was Capital World Investors, cutting an estimated $121M.

  • 445 institutional investors held AGNC Investment (AGNC) as of Q3 2020, up from 439 in Q2 2020.
  • Funds reported $4.3B of AGNC Investment stock for Q3 2020, down 2.3% quarter-over-quarter.
  • 68 funds opened new AGNC Investment positions in Q3 2020 and 58 closed out, a net change of +10 holders.
  • The largest AGNC Investment buyer in Q3 2020 was MKP Capital Management, an estimated $84.5M added.
  • The largest AGNC Investment seller in Q3 2020 was Capital World Investors, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2020.