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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
CA
401
Clearstead Advisors
Ohio
$2.07K
AIP
402
Ameritas Investment Partners
Nebraska
$2.07K +$1.83K +200 New
SBL
403
Sargent Bickham Lagudis
Colorado
$2.02K
HGERS
404
Householder Group Estate & Retirement Specialist
Arizona
$2K
PPWM
405
PFG Private Wealth Management
Florida
$2K
Jones Financial Companies
406
Jones Financial Companies
Missouri
$2K +$1.5K +164 New
BA
407
Bellwether Advisors
Nebraska
$1.68K
AWM
408
Accurate Wealth Management
Florida
$1.63K +$1.35K +148 New
CA
409
Crewe Advisors
Utah
$1.47K
PAG
410
Private Advisor Group
New Jersey
$1.41K +$205K +22,468 +20%
CSPIA
411
Cary Street Partners Investment Advisory
Virginia
$1.32K +$1.17K +128 New
TC
412
Truvestments Capital
Florida
$1.17K +$1.03K +113 New
FA
413
Fiduciary Alliance
South Carolina
$1.11K +$987 +108 New
CS
414
Comerica Securities
Michigan
$1.06K +$923 +101 New
FFA
415
Farther Finance Advisors
California
$1.03K +$914 +100 New
POIA
416
Pin Oak Investment Advisors
Texas
$1K
SFCL
417
Strengthening Families & Communities LLC
Massachusetts
$1K +$37 +4 +5%
National Bank of Canada
418
National Bank of Canada
Quebec, Canada
$931
TPCW
419
TD Private Client Wealth
New York
$921 +$813 +89 New
KFI
420
Key Financial Inc
Pennsylvania
$749
AssetMark Inc
421
AssetMark Inc
California
$704
RWML
422
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$486
BCMLT
423
Beacon Capital Management LLC (Tennessee)
Tennessee
$383
TWA
424
TCI Wealth Advisors
Arizona
$300
GFPC
425
Global Financial Private Client
Florida
$248

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.