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AGNC Investment
AGNC

470 hedge funds and large institutions have $3.16B invested in AGNC Investment in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 152 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 152

0.33% less ownership

Funds ownership: 47.79% → 47.46% (-0.33%)

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

2% less funds holding

Funds holding: 481 → 470 (-11)

11% less call options, than puts

Call options by funds: $120M | Put options by funds: $135M

16% less capital invested

Capital invested by funds: $3.76B → $3.16B (-$599M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
470
Holders Change
-11
Holders Change %
-2.29%
% of All Funds
7.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
170
Reduced
152
Closed
69
Calls
$120M
Puts
$135M
Net Calls
-$14.7M
Net Calls Change
+$30.9M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$41.9M
2
Macquarie Group
Macquarie Group
Australia
+$19.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17M
4
EIC
Equity Investment Corp
Georgia
+$15.1M
5
Northern Trust
Northern Trust
Illinois
+$12.8M

Top Sellers

1
N
Nuveen
North Carolina
-$62M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.5M
3
CA
Capitolis Advisors
New York
-$13.4M
4
PI
PineBridge Investments
New York
-$13.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
501
Brave Asset Management
New Jersey
– -$168K -11,152 Closed
DADC
502
D.A. Davidson & Co
Montana
– -$168K -11,137 Closed
SWP
503
Stratos Wealth Partners
Ohio
– -$167K -11,115 Closed
OTL
504
Oak Thistle LLC
New York
– -$162K -10,772 Closed
MLICM
505
Metropolitan Life Insurance Company (MetLife)
New York
– -$157K -10,454 Closed
Verition Fund Management
506
Verition Fund Management
Connecticut
– -$146K -10,446 Closed
BBA
507
BLB&B Advisors
Pennsylvania
– -$154K -10,250 Closed
WAP
508
Wealthcare Advisory Partners
Pennsylvania
– -$153K -10,140 Closed
Baird Financial Group
509
Baird Financial Group
Wisconsin
– -$152K -10,115 Closed
Pacer Advisors
510
Pacer Advisors
Pennsylvania
– -$63K -4,164 Closed
Lazard Asset Management
511
Lazard Asset Management
New York
– -$31K -2,116 Closed
ACA
512
Atlas Capital Advisors
Wyoming
– -$30.1K -2,000 Closed
TC
513
TAP Consulting
Missouri
– -$28K -1,893 Closed
FPS
514
Fieldpoint Private Securities
Connecticut
– -$27K -1,810 Closed
LPWM
515
Lake Point Wealth Management
Texas
– -$18K -1,200 Closed
AFS
516
Annapolis Financial Services
Maryland
– -$15K -1,000 Closed
EVM
517
Eaton Vance Management
Massachusetts
– -$12K -800 Closed
GGI
518
Godsey & Gibb Inc
Virginia
– -$8K -540 Closed
ETC
519
Exchange Traded Concepts
Oklahoma
– -$7K -478 Closed
BEI
520
Benjamin Edwards Inc
Missouri
– -$6K -368 Closed
DHGWA
521
Dixon Hughes Goodman Wealth Advisors
North Carolina
– -$5K -356 Closed
CWS
522
Confluence Wealth Services
Pennsylvania
– -$3K -214 Closed
BHWM
523
Beaird Harris Wealth Management
Texas
– -$3K -207 Closed
BBHC
524
Brown Brothers Harriman & Co
New York
– -$3 -200 Closed
TCWM
525
Total Clarity Wealth Management
Illinois
– -$3K -200 Closed
18 19 20
21
22

AGNC Hedge Fund Activity: Q1 2022 in Review

470 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2022, worth a combined $3.16B — down 16% from $3.76B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AGNC and 68 opened new positions — a net loss of 1 holder — while 152 trimmed existing stakes and 170 added.

The largest buyer was Allspring Global Investments, adding an estimated $41.9M. The largest seller was Nuveen, cutting an estimated $62M.

  • 470 institutional investors held AGNC Investment (AGNC) as of Q1 2022, down from 481 in Q4 2021.
  • Funds reported $3.16B of AGNC Investment stock for Q1 2022, down 16% quarter-over-quarter.
  • 68 funds opened new AGNC Investment positions in Q1 2022 and 69 closed out, a net change of -1 holder.
  • The largest AGNC Investment buyer in Q1 2022 was Allspring Global Investments, an estimated $41.9M added.
  • The largest AGNC Investment seller in Q1 2022 was Nuveen, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2022.