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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
LP
451
LMR Partners
United Kingdom
-$496K -58,953 Closed
BAM
452
Blueshift Asset Management
New Jersey
-$491K -58,314 Closed
LF
453
Lee Financial
Texas
-$389K -46,291 Closed
Swedbank
454
Swedbank
Sweden
-$307K -36,428 Closed
QTM
455
qPULA Trading Management
New York
-$266K -31,538 Closed
QT
456
Quantamental Technologies
New York
-$233K -27,708 Closed
BFG
457
Berger Financial Group
Minnesota
-$186K -22,114 Closed
JWCA
458
J.W. Coons Advisors
Ohio
-$168K -20,000 Closed
DIA
459
Dana Investment Advisors
Wisconsin
-$163K -19,371 Closed
1IA
460
1834 Investment Advisors
Wisconsin
-$151K -17,965 Closed
CP
461
Castleview Partners
Texas
-$150K -17,818 Closed
NWA
462
Navis Wealth Advisors
New York
-$143K -17,000 Closed
BCM
463
Bayesian Capital Management
New York
-$138K -16,400 Closed
CCB
464
Cutter & Co Brokerage
Missouri
-$136K -16,170 Closed
UCFA
465
United Capital Financial Advisors
Texas
-$134K -15,958 Closed
MA
466
Mezzasalma Advisors
New Jersey
-$123K -14,627 Closed
TCM
467
Traynor Capital Management
Pennsylvania
-$122K -14,572 Closed
RS
468
Retirement Solution
Washington
-$121K -14,371 Closed
RIL
469
Rothschild Investment LLC
Illinois
-$118K -14,065 Closed
Lido Advisors
470
Lido Advisors
California
-$116K -13,805 Closed
TI
471
Telemetry Investments
New York
-$115K -13,695 Closed
MAM
472
Meeder Asset Management
Ohio
-$113K -13,475 Closed
KWM
473
Kingsview Wealth Management
Oregon
-$109K -12,945 Closed
CS
474
Capital Square
Tennessee
-$106K -12,595 Closed
Luther King Capital Management (LKCM)
475
Luther King Capital Management (LKCM)
Texas
-$102K -12,145 Closed

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.