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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
OC
401
Oakworth Capital
Alabama
$12K
MF
402
Manchester Financial
California
$12K +$303 +22 +3%
BCA
403
Berman Capital Advisors
Georgia
$11K -$110 -8 -1%
PCG
404
Private Capital Group
Connecticut
$10K -$113K -8,191 -92%
CFD
405
Creative Financial Designs
Indiana
$10K -$55.4K -4,023 -85%
AssetMark Inc
406
AssetMark Inc
California
$10K -$54.1K -3,934 -84%
CFB
407
Cullen/Frost Bankers
Texas
$10K +$1.45K +105 +18%
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$8K
WB
409
Webster Bank
Connecticut
$8K
ZB
410
Zions Bancorporation
Utah
$8K
LC
411
Lindbrook Capital
California
$8K +$633 +46 +8%
DOA
412
D'Orazio & Associates
Virginia
$8K +$6.92K +503 +565%
PO
413
Private Ocean
California
$7K +$6.74K +490 New
BAM
414
Bellevue Asset Management
Washington
$7K +$6.88K +500 New
WT
415
Washington Trust
Rhode Island
$7K +$6.88K +500 New
AA
416
Ancora Advisors
Ohio
$7K +$7.09K +515 New
KFS
417
Kelly Financial Services
Massachusetts
$6.38K
EARNEST Partners
418
EARNEST Partners
Georgia
$6K
H
419
Hexavest
Quebec, Canada
$6K
PP
420
PrairieView Partners
Minnesota
$6K
TPCW
421
TD Private Client Wealth
New York
$5.12K +$1.62K +118 +47%
SPIA
422
Steward Partners Investment Advisory
New York
$5K -$1.23K -89 -20%
Fidelity International
423
Fidelity International
Bermuda
$5K
CFGS
424
Concourse Financial Group Securities
Alabama
$5K +$454 +33 +11%
NFG
425
Next Financial Group
Texas
$5K +$4.82K +350 New

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.