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AGNC Investment

467 hedge funds and large institutions have $4.53B invested in AGNC Investment in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 181 increasing their positions, 147 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 147

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

1% less capital invested

Capital invested by funds: $4.59B → $4.53B (-$66.6M)

5% less call options, than puts

Call options by funds: $86.1M | Put options by funds: $90.7M

1% less funds holding

Funds holding: 472467 (-5)

2.62% less ownership

Funds ownership: 53.56%50.94% (-2.6%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
467
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
63
Increased
181
Reduced
147
Closed
63
Calls
$86.1M
Puts
$90.7M
Net Calls
-$4.58M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
501
HighPoint Advisor Group
Illinois
-$167K -10,282 Closed
ONB
502
Old National Bancorp
Indiana
-$157K -10,070 Closed
MA
503
Montag & Associates
Georgia
-$133K -8,500 Closed
IA
504
Inspire Advisors
Idaho
-$117K -7,482 Closed
PI
505
PEAK6 Investments
Illinois
-$101K -6,504 Closed
NIM
506
NuWave Investment Management
New Jersey
-$64K -4,132 Closed
AWG
507
Altus Wealth Group
Colorado
-$51K -3,250 Closed
ACA
508
Atlas Capital Advisors
Wyoming
-$31.2K -2,000 Closed
FCH
509
Freestone Capital Holdings
Washington
-$23.4K -1,500 Closed
OIM
510
Oder Investment Management
California
-$17K -1,093 Closed
WTC
511
WhitTier Trust Company
Nevada
-$16K -1,000 Closed
FFG
512
Fortem Financial Group
California
-$10K -658 Closed
GSAM
513
Grant Street Asset Management
Pennsylvania
-$9K -591 Closed
ASN
514
Advisory Services Network
Georgia
-$9K -532 Closed
PWPS
515
Pinnacle Wealth Planning Services
Ohio
-$8K -489 Closed
H
516
Hexavest
Quebec, Canada
-$7K -443 Closed
AWA
517
Arkadios Wealth Advisors
Georgia
-$3K -221 Closed
RWB
518
RMR Wealth Builders
New Jersey
-$3K -195 Closed
JPLA
519
Joseph P. Lucia & Associates
New York
-$2K -127 Closed
NSB
520
Norway Savings Bank
Maine
-$2K -111 Closed
ASBI
521
American State Bank (Iowa)
Iowa
-$1.56K -100 Closed
CCA
522
Childress Capital Advisors
Texas
-$1K -89 Closed
VCG
523
Vantage Consulting Group
Virginia
-$1K -74 Closed
CI
524
CX Institutional
Indiana
-$1K -55 Closed
VFA
525
Valeo Financial Advisors
Indiana
+$81 +5 +25%

AGNC Hedge Fund Activity: Q1 2021 in Review

467 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2021, worth a combined $4.53B — down 1.5% from $4.59B a quarter earlier.

Fund positioning in AGNC was balanced in Q1 2021: 63 funds opened new positions, 63 closed out, 181 added to existing stakes and 147 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $35.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $93.9M.

  • 467 institutional investors held AGNC Investment (AGNC) as of Q1 2021, down from 472 in Q4 2020.
  • Funds reported $4.53B of AGNC Investment stock for Q1 2021, down 1.5% quarter-over-quarter.
  • 63 funds opened new AGNC Investment positions in Q1 2021 and 63 closed out, a net change of 0 holders.
  • The largest AGNC Investment buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $35.8M added.
  • The largest AGNC Investment seller in Q1 2021 was D.E. Shaw & Co, an estimated $93.9M sold.

Based on aggregated 13F filings for Q1 2021.