We are live on ! Find out more
AGNC icon

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
WPC
201
Wedmont Private Capital
Pennsylvania
$439K +$34.4K +3,760 +10%
CF
202
Centaurus Financial
California
$437K +$74.7K +8,174 +24%
HFS
203
Howard Financial Services
Texas
$431K +$12.1K +1,323 +3%
VF
204
Virtu Financial
New York
$388K +$343K +37,527 New
AWS
205
Atria Wealth Solutions
New York
$386K -$30.3K -3,311 -8%
ICA
206
Infrastructure Capital Advisors
New York
$382K +$14K +1,536 +4%
BCM
207
Brookstone Capital Management
Illinois
$379K +$25.9K +2,840 +9%
CC
208
Corton Capital
Ontario, Canada
$371K +$158K +17,256 +93%
MCC
209
Money Concepts Capital
Florida
$367K +$305K +33,391 +1,617%
ACM
210
Ascendant Capital Management
California
$362K +$320K +35,000 New
IWM
211
IHT Wealth Management
Illinois
$360K +$212K +23,255 +201%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$360K +$77.3K +8,456 +32%
TWM
213
Triton Wealth Management
Arizona
$357K +$287K +31,416 New
ASN
214
Advisory Services Network
Georgia
$352K -$9.55K -1,045 -3%
HI
215
Harbour Investments
Wisconsin
$349K +$11.3K +1,240 +4%
SI
216
Stephens Inc
Arkansas
$346K -$5.03K -551 -2%
DU
217
Delphia (USA)
Ontario, Canada
$341K +$128K +13,999 +74%
YCM
218
Yousif Capital Management
Michigan
$334K +$31.2K +3,415 +12%
FVWA
219
Foster Victor Wealth Advisors
South Carolina
$332K +$10.6K +1,161 +4%
SBIA
220
Sheaff Brock Investment Advisors
Indiana
$325K +$5.34K +584 +2%
I
221
InceptionR
California
$324K +$286K +31,321 New
GWMIA
222
Global Wealth Management Investment Advisory
Florida
$324K -$89.6K -9,811 -24%
SPC
223
Sigma Planning Corp
Michigan
$322K +$77.7K +8,503 +38%
BAM
224
Belpointe Asset Management
Nevada
$321K +$99.8K +10,922 +54%
MFG
225
Merit Financial Group
Georgia
$321K -$36.5K -4,000 -11%

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.