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AGNC Investment

402 hedge funds and large institutions have $6.45B invested in AGNC Investment in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 129 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $60.8M | Put options by funds: $31.9M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 129

8% more capital invested

Capital invested by funds: $5.96B → $6.45B (+$489M)

5% more funds holding

Funds holding: 384402 (+18)

0.18% less ownership

Funds ownership: 67.64%67.46% (-0.18%)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
402
Holders Change
+18
Holders Change %
+4.69%
% of All Funds
7.92%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
68
Increased
142
Reduced
129
Closed
42
Calls
$60.8M
Puts
$31.9M
Net Calls
+$28.9M
Net Calls Change
+$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$51.5M +$6.81K +400 +0%
WRF
27
Waddell & Reed Financial
Kansas
$50.6M +$82.9K +4,870 +0.2%
Charles Schwab
28
Charles Schwab
California
$46.5M +$284K +16,680 +0.6%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$42.6M +$1.21M +70,961 +3%
Goldman Sachs
30
Goldman Sachs
New York
$38M -$591K -34,726 -2%
Allianz Asset Management
31
Allianz Asset Management
Germany
$35.5M -$5.42M -318,498 -14%
Mitsubishi UFJ Trust & Banking
32
Mitsubishi UFJ Trust & Banking
Japan
$35.4M +$2.88M +169,003 +9%
PI
33
PineBridge Investments
New York
$32.9M
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$30.1M +$20.5M +1,202,536 +239%
BNP Paribas Asset Management
35
BNP Paribas Asset Management
France
$29.1M +$6.47M +380,438 +30%
TSW
36
Thompson Siegel & Walmsley
Virginia
$28M +$481K +28,285 +2%
CCP
37
Clough Capital Partners
Massachusetts
$26.6M +$25.6M +1,503,500 New
Russell Investments Group
38
Russell Investments Group
United Kingdom
$26.3M +$2.52M +148,367 +11%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$25.7M +$2.56M +150,187 +12%
SFM
40
Soros Fund Management
New York
$24.5M +$3.59M +211,194 +18%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$24.4M -$158K -9,300 -0.7%
DZ Bank
42
DZ Bank
Germany
$23.4M +$12.7M +746,998 +130%
GKIM
43
GW&K Investment Management
Massachusetts
$21.5M +$2.67M +156,724 +15%
JP Morgan Chase
44
JP Morgan Chase
New York
$21.4M +$477K +28,008 +2%
Wells Fargo
45
Wells Fargo
California
$19.2M -$23.9M -1,407,226 -56%
Deutsche Bank
46
Deutsche Bank
Germany
$19.2M +$3.56M +209,439 +24%
Citigroup
47
Citigroup
New York
$19.1M +$1.71M +100,473 +10%
VanEck Associates
48
VanEck Associates
New York
$18.9M +$319K +18,764 +2%
CIM
49
Centersquare Investment Management
Pennsylvania
$18.8M +$18.1M +1,063,400 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$17.1M +$341K +20,043 +2%

AGNC Hedge Fund Activity: Q4 2019 in Review

402 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2019, worth a combined $6.45B — up 8.2% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AGNC positions and 42 closed out — a net gain of 26 holders — while 142 added to existing stakes and 129 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $56.3M. The largest seller was Citadel Advisors, cutting an estimated $88.6M.

  • 402 institutional investors held AGNC Investment (AGNC) as of Q4 2019, up from 384 in Q3 2019.
  • Funds reported $6.45B of AGNC Investment stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 68 funds opened new AGNC Investment positions in Q4 2019 and 42 closed out, a net change of +26 holders.
  • The largest AGNC Investment buyer in Q4 2019 was Renaissance Technologies, an estimated $56.3M added.
  • The largest AGNC Investment seller in Q4 2019 was Citadel Advisors, an estimated $88.6M sold.

Based on aggregated 13F filings for Q4 2019.