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AGNC Investment

440 hedge funds and large institutions have $4.4B invested in AGNC Investment in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 162 increasing their positions, 151 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $110M | Put options by funds: $56M

12% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 65

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more capital invested

Capital invested by funds: $4.01B → $4.4B (+$388M)

7% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 151

0% more funds holding

Funds holding: 438440 (+2)

10.03% less ownership

Funds ownership: 71.26%61.23% (-10%)

Holders
440
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
9.02%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
73
Increased
162
Reduced
151
Closed
65
Calls
$110M
Puts
$56M
Net Calls
+$53.5M
Net Calls Change
+$61.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$3.13M +$839K +66,869 +38%
FAF
127
Fjarde Ap-fonden
Sweden
$2.98M -$704K -56,100 -20%
Royal London Asset Management
128
Royal London Asset Management
United Kingdom
$2.93M +$79.6K +6,344 +3%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.92M -$45.9K -3,662 -2%
Stifel Financial
130
Stifel Financial
Missouri
$2.88M +$825K +65,778 +42%
BPCM
131
Beach Point Capital Management
California
$2.84M +$2.76M +220,000 New
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$2.75M -$62.1K -4,948 -2%
Janus Henderson Group
133
Janus Henderson Group
United Kingdom
$2.67M -$33.4M -2,662,625 -93%
PAMU
134
Pictet Asset Management (UK)
United Kingdom
$2.64M -$84.7K -6,750 -3%
NCP
135
NexWave Capital Partners
New York
$2.5M
LPL Financial
136
LPL Financial
California
$2.48M +$390K +31,079 +19%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$2.46M -$620K -49,400 -21%
T. Rowe Price Associates
138
T. Rowe Price Associates
Maryland
$2.45M -$302K -24,066 -11%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$2.44M +$647K +51,569 +37%
Aviva
140
Aviva
United Kingdom
$2.4M -$52K -4,145 -2%
FAF
141
Första AP-fonden
Sweden
$2.39M -$1.41M -112,800 -38%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$2.23M -$61.3K -4,886 -3%
WG
143
Winton Group
United Kingdom
$2.22M -$6.44M -513,093 -75%
JMPWA
144
JP Morgan Private Wealth Advisors
California
$2.19M +$690K +54,969 +48%
BB
145
Bell Bank
North Dakota
$2.15M +$343K +27,339 +20%
SSWM
146
Smith Salley Wealth Management
North Carolina
$2.14M +$47.9K +3,820 +2%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$2.12M +$348K +27,765 +20%
SLAM
148
Swiss Life Asset Management
$2.09M -$1.29M -102,463 -39%
NIPH
149
NN Investment Partners Holdings
Netherlands
$2.02M -$434K -34,607 -18%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$2.01M +$118K +9,423 +6%

AGNC Hedge Fund Activity: Q2 2020 in Review

440 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q2 2020, worth a combined $4.4B — up 9.7% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AGNC positions and 65 closed out — a net gain of 8 holders — while 162 added to existing stakes and 151 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $121M. The largest seller was BlackRock, cutting an estimated $241M.

  • 440 institutional investors held AGNC Investment (AGNC) as of Q2 2020, up from 438 in Q1 2020.
  • Funds reported $4.4B of AGNC Investment stock for Q2 2020, up 9.7% quarter-over-quarter.
  • 73 funds opened new AGNC Investment positions in Q2 2020 and 65 closed out, a net change of +8 holders.
  • The largest AGNC Investment buyer in Q2 2020 was Fidelity Investments, an estimated $121M added.
  • The largest AGNC Investment seller in Q2 2020 was BlackRock, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2020.