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AGNC Investment

353 hedge funds and large institutions have $4.87B invested in AGNC Investment in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

67% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 92

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $4.07B → $4.87B (+$796M)

8% more funds holding

Funds holding: 327353 (+26)

2.25% more ownership

Funds ownership: 62.1%64.35% (+2.3%)

59% less call options, than puts

Call options by funds: $39.1M | Put options by funds: $95M

Holders
353
Holders Change
+26
Holders Change %
+7.95%
% of All Funds
8.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
57
Increased
154
Reduced
92
Closed
26
Calls
$39.1M
Puts
$95M
Net Calls
-$55.9M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
176
Asset Management One
Japan
$1.1M +$156K +7,494 +17%
JWA
177
JFS Wealth Advisors
Pennsylvania
$1.08M +$50.3K +2,419 +5%
PI
178
PineBridge Investments
New York
$1.07M -$162K -7,789 -13%
AAIM
179
American Assets Investment Management
California
$1.06M
CS
180
Candriam SCA
Luxembourg
$1.03M -$79.8K -3,841 -7%
RCM
181
Riverhead Capital Management
Delaware
$1.03M +$740K +35,614 +282%
Federated Hermes
182
Federated Hermes
Pennsylvania
$1.02M +$1M +48,155 New
CP
183
Camelot Portfolios
Ohio
$960K -$7.04K -339 -0.7%
AG
184
Advisor Group
Arizona
$959K -$194K -9,338 -17%
IIA
185
IPG Investment Advisors
California
$943K +$35.3K +1,700 +4%
CA
186
Cetera Advisors
Colorado
$939K -$9.06K -436 -1%
TAM
187
Tyers Asset Management
Texas
$928K +$671K +32,288 +286%
SCM
188
Sterling Capital Management
North Carolina
$925K +$903K +43,450 New
ACM
189
Americafirst Capital Management
California
$920K +$20.9K +1,007 +2%
ADGIPS2
190
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$920K +$898K +43,236 New
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$900K +$19.6K +942 +2%
BDF
192
Balasa Dinverno & Foltz
$898K +$876K +42,157 New
CSS
193
Cubist Systematic Strategies
Connecticut
$888K +$866K +41,700 New
RJFSA
194
Raymond James Financial Services Advisors
Florida
$857K +$173K +8,346 +26%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$849K -$41.1K -1,979 -5%
BF
196
BOK Financial
Oklahoma
$819K -$21.2K -1,019 -3%
OPERF
197
Oregon Public Employees Retirement Fund
Oregon
$771K
VKH
198
Virtu KCG Holdings
New York
$758K +$740K +35,600 New
FHC
199
First Houston Capital
Texas
$756K +$74.8K +3,600 +11%
SBIA
200
Sheaff Brock Investment Advisors
Indiana
$754K -$272K -13,089 -27%

AGNC Hedge Fund Activity: Q2 2017 in Review

353 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q2 2017, worth a combined $4.87B — up 20% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AGNC positions and 26 closed out — a net gain of 31 holders — while 154 added to existing stakes and 92 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $107M. The largest seller was Artisan Partners, cutting an estimated $55.8M.

  • 353 institutional investors held AGNC Investment (AGNC) as of Q2 2017, up from 327 in Q1 2017.
  • Funds reported $4.87B of AGNC Investment stock for Q2 2017, up 20% quarter-over-quarter.
  • 57 funds opened new AGNC Investment positions in Q2 2017 and 26 closed out, a net change of +31 holders.
  • The largest AGNC Investment buyer in Q2 2017 was Capital World Investors, an estimated $107M added.
  • The largest AGNC Investment seller in Q2 2017 was Artisan Partners, an estimated $55.8M sold.

Based on aggregated 13F filings for Q2 2017.