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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
CIA
401
Cape Investment Advisory
Georgia
$4.72K
AWM
402
Avior Wealth Management
Nebraska
$4.63K -$515 -52 -10%
KFS
403
Kelly Financial Services
Massachusetts
$4.33K
VCM
404
Versant Capital Management
Arizona
$4.25K +$1.77K +179 +66%
EARNEST Partners
405
EARNEST Partners
Georgia
$4.13K
BAM
406
Byrne Asset Management
New Jersey
$4K
GKIM
407
GW&K Investment Management
Massachusetts
$4K
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$3.86K
CA
409
Clearstead Advisors
Ohio
$3.78K +$1.98K +200 +100%
BIA
410
Bell Investment Advisors
California
$3.59K -$851 -86 -18%
Mitsubishi UFJ Asset Management
411
Mitsubishi UFJ Asset Management
Japan
$3.29K +$3.44K +348 New
AIC
412
Archer Investment Corporation
Indiana
$2.35K +$40 +4 +2%
RTL
413
Red Tortoise LLC
Georgia
$1.93K
PA
414
PSI Advisors
Florida
$1.89K
IA
415
IFP Advisors
Florida
$1.45K -$8.92K -901 -85%
LF
416
Lee Financial
Texas
$1.42K +$1.48K +150 New
CSPIA
417
Cary Street Partners Investment Advisory
Virginia
$1.2K
POIA
418
Pin Oak Investment Advisors
Texas
$1K
SFA
419
Semmax Financial Advisors
North Carolina
$865 +$1.01K +102 New
KFI
420
Key Financial Inc
Pennsylvania
$840
FGA
421
Fortis Group Advisors
New Jersey
$802 +$841 +85 New
AssetMark Inc
422
AssetMark Inc
California
$557 +$208 +21 +55%
BAAM
423
Baker Avenue Asset Management
California
$463
WT
424
Whittier Trust
California
$387 +$406 +41 New
TWP
425
TFO Wealth Partners
Ohio
$344 +$336 +34 New

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.