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AGNC Investment

432 hedge funds and large institutions have $2.39B invested in AGNC Investment in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 98 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 98

6% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 53

0.86% more ownership

Funds ownership: 40.81%41.67% (+0.86%)

0% more funds holding

Funds holding: 432432 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less call options, than puts

Call options by funds: $130M | Put options by funds: $132M

3% less capital invested

Capital invested by funds: $2.46B → $2.39B (-$78.9M)

Holders
432
Holders Change
Holders Change %
0%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
205
Reduced
98
Closed
53
Calls
$130M
Puts
$132M
Net Calls
-$1.79M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
376
Coppell Advisory Solutions
Texas
$13.5K -$15K -1,518 -54%
HIA
377
Harbor Investment Advisory
Maryland
$13.5K -$1.83K -185 -11%
WTC
378
WhitTier Trust Company
Nevada
$13.2K
IPW
379
Impact Partnership Wealth
Georgia
$12.4K -$546K -55,146 -98%
AWM
380
Activest Wealth Management
Florida
$12.4K
TIM
381
Tortoise Investment Management
New York
$11.9K
FCG
382
Financial Connections Group
California
$11K +$297 +30 +2%
CB
383
CNB Bank
Pennsylvania
$10.4K
HGERS
384
Householder Group Estate & Retirement Specialist
Arizona
$9.53K +$9.98K +1,009 New
AWA
385
Authentikos Wealth Advisory
California
$9.44K +$9.9K +1,000 New
PBK
386
Peoples Bank (Kansas)
Kansas
$9.44K +$9.9K +1,000 New
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$9K +$990 +100 +12%
IFAM
388
Institutional & Family Asset Management
Colorado
$8.86K
GWS
389
Glassman Wealth Services
Virginia
$8.21K
OC
390
Oakworth Capital
Alabama
$7.99K
GI
391
Gradient Investments
Minnesota
$6.92K -$9.7K -980 -57%
PFBT
392
Parkside Financial Bank & Trust
Missouri
$6.86K
CFGS
393
Concourse Financial Group Securities
Alabama
$6.7K -$1.23K -124 -15%
CAL
394
Capital Advisors Ltd
Ohio
$6K
C
395
Covestor
United Kingdom
$6K
WWM
396
Wolff Wiese Magana
California
$5.66K
QCG
397
Quadrant Capital Group
Ohio
$5.32K +$1.35K +136 +32%
GGI
398
Godsey & Gibb Inc
Virginia
$5.1K
GJIA
399
Glass Jacobson Investment Advisors
Maryland
$5.08K +$2.15K +217 +68%
GBT
400
Grove Bank & Trust
Florida
$4.91K

AGNC Hedge Fund Activity: Q3 2023 in Review

432 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2023, worth a combined $2.39B — down 3.2% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AGNC positions and 53 closed out — a net gain of 3 holders — while 205 added to existing stakes and 98 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $33.3M. The largest seller was Citadel Advisors, cutting an estimated $31M.

  • 432 institutional investors held AGNC Investment (AGNC) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.39B of AGNC Investment stock for Q3 2023, down 3.2% quarter-over-quarter.
  • 56 funds opened new AGNC Investment positions in Q3 2023 and 53 closed out, a net change of +3 holders.
  • The largest AGNC Investment buyer in Q3 2023 was ClearBridge Investments, an estimated $33.3M added.
  • The largest AGNC Investment seller in Q3 2023 was Citadel Advisors, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2023.