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AGNC Investment

477 hedge funds and large institutions have $2.81B invested in AGNC Investment in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 213 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 110

69% more call options, than puts

Call options by funds: $158M | Put options by funds: $93.8M

18% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 60

5% more capital invested

Capital invested by funds: $2.66B → $2.81B (+$144M)

2% more funds holding

Funds holding: 469477 (+8)

0.34% more ownership

Funds ownership: 40.38%40.72% (+0.34%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
477
Holders Change
+8
Holders Change %
+1.71%
% of All Funds
6.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
71
Increased
213
Reduced
110
Closed
60
Calls
$158M
Puts
$93.8M
Net Calls
+$64.6M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$15.5M +$15.1M +1,565,333 New
UBS Group
27
UBS Group
Switzerland
$14.7M +$1.1M +113,778 +8%
Boston Partners
28
Boston Partners
Massachusetts
$14.2M +$11.6M +1,206,714 +522%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$13.6M +$4.3M +445,645 +48%
LPL Financial
30
LPL Financial
California
$13.4M -$166K -17,213 -1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$13.1M +$1.26M +130,800 +11%
RJA
32
Raymond James & Associates
Florida
$12.5M +$2.02M +209,336 +20%
RL
33
Ruffer LLP
United Kingdom
$12.3M +$12M +1,248,043 New
OFCM
34
One Fin Capital Management
California
$11.9M +$11.6M +1,200,000 New
Osaic Holdings
35
Osaic Holdings
Arizona
$11.6M +$848K +87,938 +8%
Legal & General Group
36
Legal & General Group
United Kingdom
$11.1M -$1.5M -155,153 -12%
SCA
37
Stieven Capital Advisors
Missouri
$10.9M +$15.4K +1,600 +0.1%
UBS AM
38
UBS AM
Illinois
$10M -$422K -43,774 -4%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$9.9M -$387K -40,125 -4%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$9.84M -$1.49M -154,544 -13%
FIM
41
FWL Investment Management
Texas
$9.8M +$1.73M +178,996 +22%
Amundi
42
Amundi
France
$9.06M
Natixis Advisors
43
Natixis Advisors
Massachusetts
$9.02M +$2.33M +241,177 +36%
PHS
44
Pekin Hardy Strauss
Illinois
$8.66M +$339K +35,159 +4%
TG
45
TCW Group
California
$8.52M
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$8.48M +$7.87M +815,761 +1,976%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$7.92M +$7.72M +800,000 New
Citadel Advisors
48
Citadel Advisors
Florida
$7.86M +$7.66M +794,311 New
AIM
49
Artemis Investment Management
United Kingdom
$7.79M -$2.87M -298,016 -27%
Wells Fargo
50
Wells Fargo
California
$7.47M +$890K +92,281 +14%

AGNC Hedge Fund Activity: Q1 2024 in Review

477 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2024, worth a combined $2.81B — up 5.4% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AGNC positions and 60 closed out — a net gain of 11 holders — while 213 added to existing stakes and 110 trimmed.

The largest buyer was Bank of America, adding an estimated $29.9M. The largest seller was Morgan Stanley, cutting an estimated $36.9M.

  • 477 institutional investors held AGNC Investment (AGNC) as of Q1 2024, up from 469 in Q4 2023.
  • Funds reported $2.81B of AGNC Investment stock for Q1 2024, up 5.4% quarter-over-quarter.
  • 71 funds opened new AGNC Investment positions in Q1 2024 and 60 closed out, a net change of +11 holders.
  • The largest AGNC Investment buyer in Q1 2024 was Bank of America, an estimated $29.9M added.
  • The largest AGNC Investment seller in Q1 2024 was Morgan Stanley, an estimated $36.9M sold.

Based on aggregated 13F filings for Q1 2024.