We are live on ! Find out more
AGNC icon

AGNC Investment
AGNC

470 hedge funds and large institutions have $3.16B invested in AGNC Investment in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 152 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 152

0.33% less ownership

Funds ownership: 47.79% → 47.46% (-0.33%)

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

2% less funds holding

Funds holding: 481 → 470 (-11)

11% less call options, than puts

Call options by funds: $120M | Put options by funds: $135M

16% less capital invested

Capital invested by funds: $3.76B → $3.16B (-$599M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
470
Holders Change
-11
Holders Change %
-2.29%
% of All Funds
7.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
170
Reduced
152
Closed
69
Calls
$120M
Puts
$135M
Net Calls
-$14.7M
Net Calls Change
+$30.9M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$41.9M
2
Macquarie Group
Macquarie Group
Australia
+$19.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17M
4
EIC
Equity Investment Corp
Georgia
+$15.1M
5
Northern Trust
Northern Trust
Illinois
+$12.8M

Top Sellers

1
N
Nuveen
North Carolina
-$62M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.5M
3
CA
Capitolis Advisors
New York
-$13.4M
4
PI
PineBridge Investments
New York
-$13.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
426
Private Ocean
California
$6K – – –
PA
427
PSI Advisors
Florida
$6K – – –
BAM
428
Byrne Asset Management
New Jersey
$5K – – –
CFGS
429
Concourse Financial Group Securities
Alabama
$5K – – –
PP
430
PrairieView Partners
Minnesota
$5K – – –
PCG
431
Private Capital Group
Connecticut
$5K – – –
QC
432
Quent Capital
New York
$5K +$3.8K +272 +286%
HI
433
Hudock Inc
Pennsylvania
$4K -$2.96K -212 -40%
GWS
434
Glassman Wealth Services
Virginia
$4K +$3.12K +223 +251%
EWA
435
EverSource Wealth Advisors
Alabama
$3K -$1.57K -112 -35%
CA
436
Clearstead Advisors
Ohio
$3K – – –
TFO
437
Tarbox Family Office
California
$3K – – –
VCM
438
Versant Capital Management
Arizona
$3K – – –
Jones Financial Companies
439
Jones Financial Companies
Missouri
$3K +$2.69K +192 New
M
440
MOTCO
Texas
$3K +$2.8K +200 New
CWA
441
Clearview Wealth Advisors
Oregon
$2K -$72.7K -5,200 -98%
TWA
442
TCI Wealth Advisors
Arizona
$2K -$9.47K -677 -76%
JFA
443
JNBA Financial Advisors
Minnesota
$2K -$5.44K -389 -70%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$2K -$5.14K -368 -74%
CDIA
445
Capital Directions Investment Advisors
Georgia
$2K +$1.75K +125 New
BA
446
Bellwether Advisors
Nebraska
$2K +$2.18K +156 +2,600%
T
447
TCWP
Ohio
$2K +$2.66K +190 New
CG
448
Cutler Group
California
$2K +$2.8K +200 New
TPCW
449
TD Private Client Wealth
New York
$1.94K – – –
LWMNY
450
Landmark Wealth Management (New York)
New York
$1.91K +$26.7K +1,910 New
16 17
18
19 20

AGNC Hedge Fund Activity: Q1 2022 in Review

470 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2022, worth a combined $3.16B — down 16% from $3.76B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AGNC and 68 opened new positions — a net loss of 1 holder — while 152 trimmed existing stakes and 170 added.

The largest buyer was Allspring Global Investments, adding an estimated $41.9M. The largest seller was Nuveen, cutting an estimated $62M.

  • 470 institutional investors held AGNC Investment (AGNC) as of Q1 2022, down from 481 in Q4 2021.
  • Funds reported $3.16B of AGNC Investment stock for Q1 2022, down 16% quarter-over-quarter.
  • 68 funds opened new AGNC Investment positions in Q1 2022 and 69 closed out, a net change of -1 holder.
  • The largest AGNC Investment buyer in Q1 2022 was Allspring Global Investments, an estimated $41.9M added.
  • The largest AGNC Investment seller in Q1 2022 was Nuveen, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2022.