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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
PWPS
476
Pinnacle Wealth Planning Services
Ohio
-$100K -11,877 Closed
Parallax Volatility Advisers
477
Parallax Volatility Advisers
California
-$98.3K -10,753 Closed
Two Sigma Advisers
478
Two Sigma Advisers
New York
-$90K -10,700 Closed
EWA
479
EP Wealth Advisors
California
-$89K -10,625 Closed
DC
480
Diametric Capital
Massachusetts
-$89K -10,583 Closed
GAM
481
Gotham Asset Management
New York
-$85K -10,107 Closed
JWCA
482
J.W. Cole Advisors
Florida
-$85K -10,100 Closed
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
-$84K -10,000 Closed
DWP
484
Destiny Wealth Partners
Florida
-$84K -10,000 Closed
AIP
485
Almanack Investment Partners
Pennsylvania
-$56K -6,632 Closed
Bessemer Group
486
Bessemer Group
New Jersey
-$46.9K -5,130 Closed
SSG
487
Summit Securities Group
New York
-$40K -4,700 Closed
GWSG
488
GPS Wealth Strategies Group
Colorado
-$25K -3,000 Closed
ODG
489
O'Dell Group
Ohio
-$17K -2,000 Closed
CM
490
Cornerstone Management
Georgia
-$14.3K -1,700 Closed
RTC
491
Riverview Trust Company
Washington
-$11K -1,263 Closed
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$10K -1,230 Closed
AA
493
AlphaMark Advisors
Kentucky
-$9K -1,100 Closed
NL
494
NVWM LLC
Pennsylvania
-$9K -1,100 Closed
FWM
495
Focused Wealth Management
New York
-$9K -1,038 Closed
LMIM
496
Lockheed Martin Investment Management
Maryland
-$9.14K -1,000 -5%
DI
497
Disciplined Investments
Oklahoma
-$8K -990 Closed
CFB
498
Cullen/Frost Bankers
Texas
-$5K -597 Closed
RA
499
Rise Advisors
New York
-$5K -550 Closed
QC
500
Quent Capital
New York
-$3K -367 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.