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AGNC Investment

467 hedge funds and large institutions have $4.53B invested in AGNC Investment in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 181 increasing their positions, 147 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 147

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

1% less capital invested

Capital invested by funds: $4.59B → $4.53B (-$66.6M)

5% less call options, than puts

Call options by funds: $86.1M | Put options by funds: $90.7M

1% less funds holding

Funds holding: 472467 (-5)

2.62% less ownership

Funds ownership: 53.56%50.94% (-2.6%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
467
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
63
Increased
181
Reduced
147
Closed
63
Calls
$86.1M
Puts
$90.7M
Net Calls
-$4.58M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
426
JNBA Financial Advisors
Minnesota
$9K +$8.95K +554 New
SIS
427
Sound Income Strategies
Florida
$8.38K
PCG
428
Private Capital Group
Connecticut
$8K -$3.48K -215 -30%
BAM
429
Bellevue Asset Management
Washington
$8K
PO
430
Private Ocean
California
$8K
KFS
431
Kelly Financial Services
Massachusetts
$7.69K
AIC
432
Ameritas Investment Company
Nebraska
$7.46K +$7.19K +445 New
EARNEST Partners
433
EARNEST Partners
Georgia
$7K
PP
434
PrairieView Partners
Minnesota
$7K
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$7K +$1.13K +70 +21%
CFGS
436
Concourse Financial Group Securities
Alabama
$6K
PFBT
437
Parkside Financial Bank & Trust
Missouri
$6K +$582 +36 +11%
ETC
438
Exchange Traded Concepts
Oklahoma
$6K +$5.98K +370 New
ED
439
Exane Derivatives
France
$5.85K -$10.1K -624 -64%
AssetMark Inc
440
AssetMark Inc
California
$5K -$3.85K -238 -46%
PWMG
441
Prestige Wealth Management Group
New Jersey
$5K -$792 -49 -15%
IAIM
442
International Assets Investment Management
Florida
$5K
WP
443
WealthShield Partners
North Carolina
$5K +$4.85K +300 New
Nisa Investment Advisors
444
Nisa Investment Advisors
Missouri
$4.97K -$279K -17,274 -6%
CTC
445
Central Trust Company
Missouri
$4K
TFO
446
Tarbox Family Office
California
$4K
VCM
447
Versant Capital Management
Arizona
$4K
Jones Financial Companies
448
Jones Financial Companies
Missouri
$3K +$2.67K +165 New
TPCW
449
TD Private Client Wealth
New York
$2.21K
DAM
450
Delta Asset Management
Tennessee
$2K

AGNC Hedge Fund Activity: Q1 2021 in Review

467 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2021, worth a combined $4.53B — down 1.5% from $4.59B a quarter earlier.

Fund positioning in AGNC was balanced in Q1 2021: 63 funds opened new positions, 63 closed out, 181 added to existing stakes and 147 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $35.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $93.9M.

  • 467 institutional investors held AGNC Investment (AGNC) as of Q1 2021, down from 472 in Q4 2020.
  • Funds reported $4.53B of AGNC Investment stock for Q1 2021, down 1.5% quarter-over-quarter.
  • 63 funds opened new AGNC Investment positions in Q1 2021 and 63 closed out, a net change of 0 holders.
  • The largest AGNC Investment buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $35.8M added.
  • The largest AGNC Investment seller in Q1 2021 was D.E. Shaw & Co, an estimated $93.9M sold.

Based on aggregated 13F filings for Q1 2021.