We are live on ! Find out more
AGNC icon

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
CS
51
Credit Suisse
Switzerland
$7.83M -$832K -91,073 -11%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$7.56M +$1.07M +116,851 +19%
ClearBridge Investments
53
ClearBridge Investments
New York
$7.33M +$6.47M +708,507 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$7.11M +$243K +26,603 +4%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$6.82M +$577K +63,152 +11%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$6.45M +$602K +65,876 +12%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$6.23M +$76.4K +8,359 +1%
LPL Financial
58
LPL Financial
California
$6.13M -$233K -25,486 -4%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$6.1M +$123K +13,499 +2%
Boston Partners
60
Boston Partners
Massachusetts
$6.01M +$455K +49,800 +9%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$5.99M -$10.2M -1,113,187 -66%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$5.89M -$7.89M -864,050 -60%
PI
63
PineBridge Investments
New York
$5.65M
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$5.54M +$18.1K +1,980 +0.4%
SSA
65
Schonfeld Strategic Advisors
New York
$5.36M +$1.45M +158,380 +44%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$4.97M -$120K -13,107 -3%
Wells Fargo
67
Wells Fargo
California
$4.92M +$638K +69,840 +17%
BCM
68
BlueCrest Capital Management
Jersey
$4.82M +$4.25M +465,261 New
BB
69
Bell Bank
North Dakota
$4.8M -$440K -48,210 -9%
N
70
Natixis
France
$4.53M +$4M +437,803 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$4.41M +$1.41M +153,889 +57%
Osaic Holdings
72
Osaic Holdings
Arizona
$4.28M -$325K -35,616 -8%
BCM
73
Beck Capital Management
Texas
$4.23M +$1.29M +141,302 +53%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$4.07M -$248K -27,099 -6%
Royal London Asset Management
75
Royal London Asset Management
United Kingdom
$3.75M

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.