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AGNC Investment

469 hedge funds and large institutions have $2.66B invested in AGNC Investment in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 171 increasing their positions, 132 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

34% more call options, than puts

Call options by funds: $195M | Put options by funds: $145M

30% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $2.39B → $2.66B (+$276M)

8% more funds holding

Funds holding: 433469 (+36)

1.29% less ownership

Funds ownership: 41.67%40.38% (-1.3%)

Holders
469
Holders Change
+36
Holders Change %
+8.31%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
102
Increased
171
Reduced
132
Closed
61
Calls
$195M
Puts
$145M
Net Calls
+$49.5M
Net Calls Change
+$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Centiva Capital
New York
$15.5M +$13.3M +1,510,330 +2,020%
UBS Group
27
UBS Group
Switzerland
$13.4M +$77.5K +8,823 +0.6%
LPL Financial
28
LPL Financial
California
$13.4M +$574K +65,287 +5%
Legal & General Group
29
Legal & General Group
United Kingdom
$12.6M -$215K -24,519 -2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$11.7M -$1.01M -115,000 -9%
JP Morgan Chase
31
JP Morgan Chase
New York
$11.6M -$20M -2,271,239 -66%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$11.3M +$294K +33,490 +3%
SCA
33
Stieven Capital Advisors
Missouri
$10.8M +$9.67M +1,099,800 New
Osaic Holdings
34
Osaic Holdings
Arizona
$10.7M +$1.4M +159,819 +17%
AIM
35
Artemis Investment Management
United Kingdom
$10.6M +$9.54M +1,085,364 New
UBS AM
36
UBS AM
Illinois
$10.4M +$320K +36,430 +4%
RJA
37
Raymond James & Associates
Florida
$10.3M -$240K -27,326 -3%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$10.2M +$4.31M +490,125 +89%
Amundi
39
Amundi
France
$9.95M +$210K +23,866 +2%
Goldman Sachs
40
Goldman Sachs
New York
$9.69M +$646K +73,555 +8%
WMSA
41
Weiss Multi-Strategy Advisers
New York
$9.16M +$8.21M +933,903 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$9.11M -$9.68K -1,101 -0.1%
PAIM
43
Punch & Associates Investment Management
Minnesota
$8.67M -$195K -22,190 -2%
TG
44
TCW Group
California
$8.45M
Jane Street
45
Jane Street
New York
$8.42M +$4.42M +502,444 +141%
PHS
46
Pekin Hardy Strauss
Illinois
$8.24M +$6.16M +700,843 +505%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$8.02M +$5.74M +652,799 +398%
FIM
48
FWL Investment Management
Texas
$7.96M -$897K -102,050 -11%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$7.19M +$418K +47,526 +7%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$6.88M -$973K -110,758 -14%

AGNC Hedge Fund Activity: Q4 2023 in Review

469 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2023, worth a combined $2.66B — up 12% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AGNC positions and 61 closed out — a net gain of 41 holders — while 171 added to existing stakes and 132 trimmed.

The largest buyer was Vanguard Group, adding an estimated $52.9M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $28.7M sold.

  • 469 institutional investors held AGNC Investment (AGNC) as of Q4 2023, up from 433 in Q3 2023.
  • Funds reported $2.66B of AGNC Investment stock for Q4 2023, up 12% quarter-over-quarter.
  • 102 funds opened new AGNC Investment positions in Q4 2023 and 61 closed out, a net change of +41 holders.
  • The largest AGNC Investment buyer in Q4 2023 was Vanguard Group, an estimated $52.9M added.
  • The largest AGNC Investment seller in Q4 2023 was Schonfeld Strategic Advisors, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2023.