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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
Simplex Trading
76
Simplex Trading
Illinois
$3.74M +$826K +90,455 +33%
ZIM
77
Zacks Investment Management
Illinois
$3.69M +$3.26M +356,415 New
BFM
78
Boothbay Fund Management
New York
$3.58M +$2.62M +286,848 +483%
Federated Hermes
79
Federated Hermes
Pennsylvania
$3.51M +$3.1M +339,417 New
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$3.47M +$122K +13,344 +4%
Prudential Financial
81
Prudential Financial
New Jersey
$3.22M +$653K +71,495 +30%
PMAM
82
Penn Mutual Asset Management
Pennsylvania
$3.17M
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.03M +$277K +30,337 +12%
Truist Financial
84
Truist Financial
North Carolina
$3.01M -$56.5K -6,179 -2%
SEI Investments
85
SEI Investments
Pennsylvania
$2.99M -$2.86M -313,211 -52%
ECM
86
Evergreen Capital Management
Washington
$2.85M -$9.46M -1,035,354 -79%
AllianceBernstein
87
AllianceBernstein
Tennessee
$2.77M +$34.9K +3,823 +1%
LPC
88
Long Pond Capital
New York
$2.7M +$2.38M +260,600 New
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$2.65M +$216K +23,643 +10%
Treasurer of the State of North Carolina
90
Treasurer of the State of North Carolina
North Carolina
$2.56M +$218K +23,820 +11%
HIP
91
HUB Investment Partners
Texas
$2.4M -$96K -10,506 -4%
CRC
92
Curi RMB Capital
Illinois
$2.34M +$1.92M +209,950 +1,280%
SC
93
Shay Capital
New York
$2.33M +$2.06M +225,000 New
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$2.25M +$914 +100 +0%
Holocene Advisors
95
Holocene Advisors
New York
$2.22M +$323K +35,327 +20%
BA
96
Bridgewater Associates
Connecticut
$2.19M +$1.12M +123,019 +139%
GC
97
Guggenheim Capital
Illinois
$2.17M -$539K -59,030 -22%
APF
98
Alaska Permanent Fund
Alaska
$2.17M
PCA
99
PL Capital Advisors
Florida
$2.07M +$1.83M +200,000 New
Stifel Financial
100
Stifel Financial
Missouri
$1.96M +$367K +40,146 +27%

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.