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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
Aviva
451
Aviva
United Kingdom
-$214K -21,157 Closed
Fisher Asset Management
452
Fisher Asset Management
Washington
-$167K -16,485 Closed
JFG
453
Jefferies Financial Group
New York
-$158K -16,000 Closed
KWA
454
Kingswood Wealth Advisors
California
-$157K -15,488 Closed
VAS
455
Vestmark Advisory Solutions
Massachusetts
-$151K -14,900 Closed
O
456
Ossiam
France
-$144K -14,211 Closed
SWM
457
Selective Wealth Management
Virginia
-$141K -14,175 Closed
CW
458
CreativeOne Wealth
Kansas
-$139K -13,701 Closed
SCA
459
Snowden Capital Advisors
New York
-$135K -13,304 Closed
GCP
460
GSA Capital Partners
United Kingdom
-$131K -12,928 Closed
DLA
461
Douglas Lane & Associates
New York
-$128K -12,600 Closed
SIA
462
Soltis Investment Advisors
Utah
-$126K -12,412 Closed
Verition Fund Management
463
Verition Fund Management
Connecticut
-$123K -12,112 Closed
BAM
464
Blueshift Asset Management
New Jersey
-$120K -11,854 Closed
JPLA
465
Joseph P. Lucia & Associates
New York
-$114K -11,275 Closed
CCA
466
Checchi Capital Advisers
California
-$101K -10,008 Closed
Bank Julius Baer & Co
467
Bank Julius Baer & Co
Switzerland
-$80K -7,853 Closed
OP
468
ORG Partners
Indiana
-$71K -7,020 Closed
SSG
469
Summit Securities Group
New York
-$47K -4,600 Closed
DCM
470
Dupont Capital Management
Delaware
-$33.1K -3,266 Closed
FA
471
Fiduciary Alliance
South Carolina
-$31.5K -3,108 Closed
RFA
472
Resurgent Financial Advisors
Georgia
-$20.4K -2,012 Closed
ODG
473
O'Dell Group
Ohio
-$20.3K -2,000 Closed
TFA
474
Toth Financial Advisory
Virginia
-$10.1K -1,000 Closed
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
-$7.32K -723 Closed

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.