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AGNC Investment

430 hedge funds and large institutions have $2.73B invested in AGNC Investment in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 102 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 102

33% more capital invested

Capital invested by funds: $2.05B → $2.73B (+$678M)

14% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 80

2% more funds holding

Funds holding: 423430 (+7)

0.49% less ownership

Funds ownership: 46.65%46.15% (-0.49%)

13% less call options, than puts

Call options by funds: $115M | Put options by funds: $132M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
91
Increased
182
Reduced
102
Closed
80
Calls
$115M
Puts
$132M
Net Calls
-$17.1M
Net Calls Change
-$310M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
376
Beaird Harris Wealth Management
Texas
$7.9K +$6.97K +763 New
CFD
377
Creative Financial Designs
Indiana
$7.5K
OA
378
Operose Advisors
Wisconsin
$7.25K +$6.4K +700 New
WWM
379
Wolff Wiese Magana
California
$6.21K
QCG
380
Quadrant Capital Group
Ohio
$6.11K -$4K -438 -43%
ANBT
381
American National Bank & Trust
Texas
$6K
CAL
382
Capital Advisors Ltd
Ohio
$6K +$5.28K +578 +1,752%
IGWM
383
ICA Group Wealth Management
Colorado
$5.6K +$4.61K +505 New
VCM
384
Versant Capital Management
Arizona
$5.06K -$5.85K -640 -57%
GBT
385
Grove Bank & Trust
Florida
$5K +$4.75K +520 New
PA
386
PSI Advisors
Florida
$4.76K
KFS
387
Kelly Financial Services
Massachusetts
$4.75K
EARNEST Partners
388
EARNEST Partners
Georgia
$4.53K
ETC
389
Exchange Traded Concepts
Oklahoma
$4.39K +$3.87K +424 New
BAM
390
Byrne Asset Management
New Jersey
$4.14K
ADL
391
Asset Dedication LLC
California
$4K +$3.67K +402 +40,200%
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.74K +409 New
PFBT
393
Parkside Financial Bank & Trust
Missouri
$3.86K +$2.24K +245 +191%
GJIA
394
Glass Jacobson Investment Advisors
Maryland
$3.1K +$2.74K +300 New
AAP
395
Arax Advisory Partners
Colorado
$3.06K +$2.71K +296 New
GEA
396
Glen Eagle Advisors
New Jersey
$3.06K +$110 +12 +4%
TWC
397
TD Waterhouse Canada
Ontario, Canada
$2.61K
HIA
398
Harbor Investment Advisory
Maryland
$2.49K +$1.65K +181 +302%
AIC
399
Archer Investment Corporation
Indiana
$2.46K +$914 +100 +72%
SWM
400
Sugarloaf Wealth Management
Georgia
$2.41K -$61.2K -6,697 -97%

AGNC Hedge Fund Activity: Q4 2022 in Review

430 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2022, worth a combined $2.73B — up 33% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AGNC positions and 80 closed out — a net gain of 11 holders — while 182 added to existing stakes and 102 trimmed.

The largest buyer was Vanguard Group, adding an estimated $50.1M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $18.8M sold.

  • 430 institutional investors held AGNC Investment (AGNC) as of Q4 2022, up from 423 in Q3 2022.
  • Funds reported $2.73B of AGNC Investment stock for Q4 2022, up 33% quarter-over-quarter.
  • 91 funds opened new AGNC Investment positions in Q4 2022 and 80 closed out, a net change of +11 holders.
  • The largest AGNC Investment buyer in Q4 2022 was Vanguard Group, an estimated $50.1M added.
  • The largest AGNC Investment seller in Q4 2022 was Point72 Asset Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2022.