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AGNC Investment

469 hedge funds and large institutions have $2.66B invested in AGNC Investment in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 171 increasing their positions, 132 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

34% more call options, than puts

Call options by funds: $195M | Put options by funds: $145M

30% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $2.39B → $2.66B (+$276M)

8% more funds holding

Funds holding: 433469 (+36)

1.29% less ownership

Funds ownership: 41.67%40.38% (-1.3%)

Holders
469
Holders Change
+36
Holders Change %
+8.31%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
102
Increased
171
Reduced
132
Closed
61
Calls
$195M
Puts
$145M
Net Calls
+$49.5M
Net Calls Change
+$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$6.79M -$406K -46,247 -6%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$6.57M +$5.88M +669,490 New
Wells Fargo
53
Wells Fargo
California
$6.49M +$667K +75,928 +13%
Ameriprise
54
Ameriprise
Minnesota
$6.48M -$3.76M -428,292 -39%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$6.39M -$103K -11,748 -2%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$6.36M -$9.16M -1,042,571 -62%
CRC
57
Curi RMB Capital
Illinois
$6.18M +$1.76M +200,000 +47%
CS
58
Credit Suisse
Switzerland
$6.11M -$45K -5,118 -0.8%
PCA
59
PL Capital Advisors
Florida
$6.09M +$3.7M +420,672 +210%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$5.94M +$104K +11,803 +2%
MCA
61
Mendon Capital Advisors
Florida
$5.89M +$5.27M +600,000 New
NRCM
62
Northern Right Capital Management
Connecticut
$5.64M +$5.05M +575,000 New
TF
63
Trek Financial
Arizona
$5.56M +$4.98M +566,864 New
BB
64
Bell Bank
North Dakota
$5.45M +$321K +36,478 +7%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$5.44M
PI
66
PineBridge Investments
New York
$5.36M
Wellington Management Group
67
Wellington Management Group
Massachusetts
$5.19M -$5.13M -583,931 -52%
TCA
68
Transcend Capital Advisors
New Jersey
$5.08M +$108K +12,304 +2%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$4.79M -$144K -16,385 -3%
MLM
70
Mount Lucas Management
Pennsylvania
$4.72M +$844K +96,020 +25%
AAM
71
Advisors Asset Management
Colorado
$4.68M +$2.18M +248,235 +108%
IFG
72
Independent Financial Group
California
$4.56M +$3.26M +371,118 +394%
Stifel Financial
73
Stifel Financial
Missouri
$4.4M -$28.9K -3,290 -0.7%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$4.24M +$16.7K +1,897 +0.4%
BCM
75
Beck Capital Management
Texas
$4.12M -$73.1K -8,316 -2%

AGNC Hedge Fund Activity: Q4 2023 in Review

469 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2023, worth a combined $2.66B — up 12% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AGNC positions and 61 closed out — a net gain of 41 holders — while 171 added to existing stakes and 132 trimmed.

The largest buyer was Vanguard Group, adding an estimated $52.9M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $28.7M sold.

  • 469 institutional investors held AGNC Investment (AGNC) as of Q4 2023, up from 433 in Q3 2023.
  • Funds reported $2.66B of AGNC Investment stock for Q4 2023, up 12% quarter-over-quarter.
  • 102 funds opened new AGNC Investment positions in Q4 2023 and 61 closed out, a net change of +41 holders.
  • The largest AGNC Investment buyer in Q4 2023 was Vanguard Group, an estimated $52.9M added.
  • The largest AGNC Investment seller in Q4 2023 was Schonfeld Strategic Advisors, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2023.