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AGNC Investment
AGNC

470 hedge funds and large institutions have $3.16B invested in AGNC Investment in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 152 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 152

0.33% less ownership

Funds ownership: 47.79% → 47.46% (-0.33%)

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

2% less funds holding

Funds holding: 481 → 470 (-11)

11% less call options, than puts

Call options by funds: $120M | Put options by funds: $135M

16% less capital invested

Capital invested by funds: $3.76B → $3.16B (-$599M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
470
Holders Change
-11
Holders Change %
-2.29%
% of All Funds
7.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
170
Reduced
152
Closed
69
Calls
$120M
Puts
$135M
Net Calls
-$14.7M
Net Calls Change
+$30.9M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$41.9M
2
Macquarie Group
Macquarie Group
Australia
+$19.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17M
4
EIC
Equity Investment Corp
Georgia
+$15.1M
5
Northern Trust
Northern Trust
Illinois
+$12.8M

Top Sellers

1
N
Nuveen
North Carolina
-$62M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.5M
3
CA
Capitolis Advisors
New York
-$13.4M
4
PI
PineBridge Investments
New York
-$13.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
376
Global Retirement Partners
California
$67K +$78.5K +5,613 New
AIP
377
Ahrens Investment Partners
Louisiana
$66K -$37.8K -2,700 -35%
PFS
378
Prospera Financial Services
Texas
$53K +$56.7K +4,053 New
BWP
379
Baldwin Wealth Partners
Massachusetts
$52K – – –
EDRH
380
Edmond de Rothschild Holding
Switzerland
$52K – – –
AF
381
Allworth Financial
California
$49K +$36.1K +2,581 +220%
DZ Bank
382
DZ Bank
Germany
$49K -$238K -17,000 -82%
DWP
383
Destiny Wealth Partners
Florida
$42K +$44.7K +3,200 New
JFGIW
384
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K +$4.89K +350 +13%
FRA
385
Front Row Advisors
California
$40K – – –
SIC
386
Salem Investment Counselors
North Carolina
$39K – – –
IA
387
IFP Advisors
Florida
$37K +$24.8K +1,776 +1,176%
EI
388
Ellevest Inc
New York
$36K -$16.7K -1,194 -30%
WAM
389
Worth Asset Management
Texas
$35K +$40.4K +2,890 New
BAM
390
Baldrige Asset Management
Pennsylvania
$31K – – –
HCM
391
Highlander Capital Management
New Jersey
$29K – – –
PFGIA
392
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$2.69K +192 +9%
SGAM
393
Smith Group Asset Management
Texas
$26K -$1.54K -110 -5%
GWSG
394
GPS Wealth Strategies Group
Colorado
$26K +$350 +25 +1%
JPLA
395
Joseph P. Lucia & Associates
New York
$26K +$28K +2,000 New
ODG
396
O'Dell Group
Ohio
$26K +$28K +2,000 New
National Bank of Canada
397
National Bank of Canada
Quebec, Canada
$23K -$4.2K -300 -15%
MSFP
398
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
QCG
399
Quadrant Capital Group
Ohio
$22K -$2.62K -187 -10%
Northwestern Mutual Wealth Management
400
Northwestern Mutual Wealth Management
Wisconsin
$21K -$280 -20 -1%
14 15
16
17 18

AGNC Hedge Fund Activity: Q1 2022 in Review

470 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2022, worth a combined $3.16B — down 16% from $3.76B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AGNC and 68 opened new positions — a net loss of 1 holder — while 152 trimmed existing stakes and 170 added.

The largest buyer was Allspring Global Investments, adding an estimated $41.9M. The largest seller was Nuveen, cutting an estimated $62M.

  • 470 institutional investors held AGNC Investment (AGNC) as of Q1 2022, down from 481 in Q4 2021.
  • Funds reported $3.16B of AGNC Investment stock for Q1 2022, down 16% quarter-over-quarter.
  • 68 funds opened new AGNC Investment positions in Q1 2022 and 69 closed out, a net change of -1 holder.
  • The largest AGNC Investment buyer in Q1 2022 was Allspring Global Investments, an estimated $41.9M added.
  • The largest AGNC Investment seller in Q1 2022 was Nuveen, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2022.