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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
BWM
451
BerganKDV Wealth Management
Minnesota
$2K +$97 +6 +7%
PMFA
452
Plante Moran Financial Advisors
Michigan
$2K +$1.62K +100 New
MPWT
453
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.36K +146 New
CAM
454
ClariVest Asset Management
California
$1K -$727 -45 -48%
GWS
455
Glassman Wealth Services
Virginia
$1K -$566 -35 -30%
CFA
456
Carroll Financial Associates
North Carolina
$1K
RFA
457
Reilly Financial Advisors
California
$1K +$259 +16 +32%
WCM
458
Wealthcare Capital Management
Virginia
$1K +$760 +47 New
GFPC
459
Global Financial Private Client
Florida
$408
AIG
460
American International Group
New York
$108 -$9.86K -610 -9%
BBHC
461
Brown Brothers Harriman & Co
New York
$61 -$216K -13,342 -78%
WIM
462
Westside Investment Management
California
$50
Two Sigma Investments
463
Two Sigma Investments
New York
-$51.2M -3,168,764 Closed
SC
464
Sculptor Capital
New York
-$34.3M -2,200,000 Closed
Arrowstreet Capital
465
Arrowstreet Capital
Massachusetts
-$25.6M -1,641,501 Closed
SFM
466
Soros Fund Management
New York
-$21.4M -1,370,706 Closed
AC
467
Aristeia Capital
Connecticut
-$18.2M -1,166,044 Closed
LCM
468
Lakewood Capital Management
New York
-$14.7M -943,000 Closed
PMAM
469
Penn Mutual Asset Management
Pennsylvania
-$7.91M -506,800 Closed
NCP
470
NexWave Capital Partners
New York
-$5.3M -339,484 Closed
CWM
471
CIBC World Markets
New York
-$5.29M -339,245 Closed
Marshall Wace
472
Marshall Wace
United Kingdom
-$4.84M -310,431 Closed
MSL
473
Mackay Shields LLC
New York
-$2.4M -153,697 Closed
Natixis Advisors
474
Natixis Advisors
Massachusetts
-$2.11M -135,471 Closed
EP
475
Edgestream Partners
New Jersey
-$1.69M -108,271 Closed

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.