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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
Federated Hermes
101
Federated Hermes
Pennsylvania
$2.43M -$1.91M -217,823 -47%
Squarepoint
102
Squarepoint
New York
$2.42M +$725K +82,544 +50%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$2.4M -$681K -77,465 -24%
ECM
104
ExodusPoint Capital Management
New York
$2.4M +$1.04M +118,205 +93%
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$2.4M +$80.5K +9,156 +4%
AI
106
AXS Investments
New York
$2.38M -$479K -54,529 -18%
APF
107
Alaska Permanent Fund
Alaska
$2.38M +$39.9K +4,535 +2%
Boston Partners
108
Boston Partners
Massachusetts
$2.27M +$1.61M +182,752 +379%
SWA
109
Stratos Wealth Advisors
Ohio
$2.24M +$1.91M +216,976 +1,847%
LAM
110
LifePro Asset Management
California
$2.23M +$2M +227,075 New
CWM
111
CIBC World Markets
New York
$2.18M +$1.95M +222,377 New
HCM
112
Hollencrest Capital Management
California
$2.17M
Canada Life
113
Canada Life
Manitoba, Canada
$2.13M +$199K +22,685 +12%
CIM
114
Confluence Investment Management
Missouri
$2.08M
KA
115
Kovack Advisors
Florida
$2.05M +$350K +39,816 +24%
MML Investors Services
116
MML Investors Services
Massachusetts
$1.89M +$19.5K +2,218 +1%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$1.89M
JFG
118
Jefferies Financial Group
New York
$1.84M +$1.65M +187,297 New
SAM
119
Simplify Asset Management
Nevada
$1.77M +$1M +114,000 +173%
GS
120
GTS Securities
New York
$1.7M +$1.53M +173,544 New
CIP
121
Chartwell Investment Partners
Pennsylvania
$1.68M -$787K -89,500 -34%
QC
122
Quadrature Capital
United Kingdom
$1.67M +$1.5M +170,191 New
ASRS
123
Arizona State Retirement System
Arizona
$1.66M -$1.7K -193 -0.1%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$1.61M -$2.27K -258 -0.2%
PAG
125
Private Advisor Group
New Jersey
$1.54M +$107K +12,201 +8%

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.