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AGNC Investment

477 hedge funds and large institutions have $4.14B invested in AGNC Investment in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

1% more funds holding

Funds holding: 472477 (+5)

7% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 165

5% more call options, than puts

Call options by funds: $135M | Put options by funds: $129M

1.75% less ownership

Funds ownership: 51.95%50.21% (-1.7%)

10% less capital invested

Capital invested by funds: $4.6B → $4.14B (-$463M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
477
Holders Change
+5
Holders Change %
+1.06%
% of All Funds
8.35%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
58
Increased
177
Reduced
165
Closed
47
Calls
$135M
Puts
$129M
Net Calls
+$5.9M
Net Calls Change
+$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Bridgefront Capital
Texas
-$249K -14,735 Closed
AIMCA
502
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$248K -14,707 Closed
WA
503
Wealthstar Advisors
Texas
-$181K -10,775 Closed
PP
504
Prudential plc
United Kingdom
-$181K -10,739 Closed
EFS
505
Essex Financial Services
Connecticut
-$181K -10,721 Closed
TCM
506
Telos Capital Management
California
-$180K -10,636 Closed
CCP
507
Corient Capital Partners
California
-$178K -10,567 Closed
QC
508
QCM Cayman
Texas
-$176K -10,439 Closed
ASN
509
Advisory Services Network
Georgia
-$82K -4,819 Closed
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
-$68K -4,043 Closed
Acadian Asset Management
511
Acadian Asset Management
Massachusetts
-$62K -3,643 Closed
DOA
512
D'Orazio & Associates
Virginia
-$29K -1,690 Closed
WT
513
Whittier Trust
California
-$17K -1,000 Closed
Credit Agricole
514
Credit Agricole
France
-$10K -600 Closed
WB
515
Webster Bank
Connecticut
-$10K -595 Closed
LWM
516
Liberty Wealth Management
California
-$7K -418 Closed
CTC
517
Central Trust Company
Missouri
-$4K -250 Closed
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
-$2K -146 Closed
CFA
519
Carroll Financial Associates
North Carolina
-$1K -110 Closed
CAM
520
ClariVest Asset Management
California
-$1K -48 Closed
SIAP
521
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
+$16 +1 +4%
CI Investments Inc
522
CI Investments Inc
Ontario, Canada
+$470 +29 New

AGNC Hedge Fund Activity: Q3 2021 in Review

477 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q3 2021, worth a combined $4.14B — down 10% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AGNC positions and 47 closed out — a net gain of 11 holders — while 177 added to existing stakes and 165 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $25.1M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $45.2M sold.

  • 477 institutional investors held AGNC Investment (AGNC) as of Q3 2021, up from 472 in Q2 2021.
  • Funds reported $4.14B of AGNC Investment stock for Q3 2021, down 10% quarter-over-quarter.
  • 58 funds opened new AGNC Investment positions in Q3 2021 and 47 closed out, a net change of +11 holders.
  • The largest AGNC Investment buyer in Q3 2021 was First Trust Advisors, an estimated $25.1M added.
  • The largest AGNC Investment seller in Q3 2021 was Renaissance Technologies, an estimated $45.2M sold.

Based on aggregated 13F filings for Q3 2021.