AGNC Investment
AGNC
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.
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: 469 → 477 (+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: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$29.9M |
| 2 |
Two Sigma Investments
New York
|
+$29.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.8M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$20.5M |
| 5 |
Millennium Management
New York
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$36.9M |
| 2 |
GA
GRS Advisors
Chicago,
Illinois
|
-$29.7M |
| 3 |
ClearBridge Investments
New York
|
-$28.2M |
| 4 |
CC
Centiva Capital
New York
|
-$13.8M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$8.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ANBT
526
American National Bank & Trust
Wichita Falls,
Texas
| – | -$3.97K | -405 | Closed |
|
|
FWA
527
FSC Wealth Advisors
Fishkill,
New York
| – | -$3.92K | -400 | Closed |
|
|
CM
528
Caption Management
Oklahoma City,
Oklahoma
| – | -$1.99K | -203 | Closed |
|
|
MSWM
529
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$1.69K | -172 | Closed |
|
|
LF
530
Lee Financial
Dallas,
Texas
| – | -$1.47K | -150 | Closed |
|
|
NC
531
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$981 | -100 | Closed |
|
|
MBFW
532
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$667 | -68 | Closed |
|
|
TWP
533
TFO Wealth Partners
Maumee,
Ohio
| – | -$334 | -34 | Closed |
|
534
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$206 | -21 | Closed |
|
|
JFGIW
535
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$10 | -1 | Closed |
|
|
CG
536
Cutler Group
San Francisco,
California
| – | +$453 | +47 | New |
|
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.