We are live on ! Find out more
AGNC icon

AGNC Investment

346 hedge funds and large institutions have $4.1B invested in AGNC Investment in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

3% more funds holding

Funds holding: 335346 (+11)

0% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 118

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$5.67M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

52% less call options, than puts

Call options by funds: $40.2M | Put options by funds: $84.3M

Holders
346
Holders Change
+11
Holders Change %
+3.28%
% of All Funds
9.23%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
56
Increased
118
Reduced
118
Closed
38
Calls
$40.2M
Puts
$84.3M
Net Calls
-$44.1M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$448M +$14.9M +661,106 +3%
BFA
2
BlackRock Fund Advisors
California
$281M +$31.5M +1,397,330 +12%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$245M +$1.95M +86,589 +0.8%
Artisan Partners
4
Artisan Partners
Wisconsin
$238M -$12.3M -545,707 -5%
State Street
5
State Street
Massachusetts
$198M +$24.3M +1,076,729 +13%
BIT
6
BlackRock Institutional Trust
California
$182M -$2.05M -90,866 -1%
T
7
TOBAM
France
$134M +$4.25M +188,409 +3%
Morgan Stanley
8
Morgan Stanley
New York
$99.7M -$74.7M -3,312,256 -42%
UBS Group
9
UBS Group
Switzerland
$98.1M +$101M +4,494,347 New
BPGAM
10
BTG Pactual Global Asset Management
Bermuda
$83.8M -$11.3M -500,000 -12%
SCP
11
Seizert Capital Partners
Michigan
$70.7M -$8.94M -396,447 -11%
EAM
12
Edge Asset Management
Washington
$67.3M -$13.8M -611,233 -17%
Norges Bank
13
Norges Bank
Norway
$64.9M -$3.04M -134,650 -4%
JP Morgan Chase
14
JP Morgan Chase
New York
$63.8M +$20.7M +917,072 +46%
BG
15
BlackRock Group
United Kingdom
$60M -$5.47M -242,651 -8%
Two Sigma Investments
16
Two Sigma Investments
New York
$54.4M +$45.4M +2,010,952 +419%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$50.5M +$6.84M +303,069 +15%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$47.2M +$20.1M +893,275 +71%
Northern Trust
19
Northern Trust
Illinois
$47.2M -$5.99M -265,535 -11%
JHIU
20
Janus Henderson Investors US
Colorado
$45.6M +$25.3M +1,123,000 +116%
AAM
21
Advisors Asset Management
Colorado
$45.3M +$209K +9,276 +0.4%
IVA
22
International Value Advisers
$44.3M +$110K +4,890 +0.2%
Prudential Financial
23
Prudential Financial
New Jersey
$43.5M +$5.97M +264,600 +15%
ACA
24
Anchor Capital Advisors
Massachusetts
$43.4M -$1.92M -85,028 -4%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$34.4M +$42.9K +1,900 +0.1%

AGNC Hedge Fund Activity: Q4 2014 in Review

346 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2014, worth a combined $4.1B — down 0.14% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AGNC positions and 38 closed out — a net gain of 18 holders — while 118 added to existing stakes and 118 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $45.4M. The largest seller was Greenlight Capital, exiting entirely with an estimated $121M sold.

  • 346 institutional investors held AGNC Investment (AGNC) as of Q4 2014, up from 335 in Q3 2014.
  • Funds reported $4.1B of AGNC Investment stock for Q4 2014, down 0.14% quarter-over-quarter.
  • 56 funds opened new AGNC Investment positions in Q4 2014 and 38 closed out, a net change of +18 holders.
  • The largest AGNC Investment buyer in Q4 2014 was Two Sigma Investments, an estimated $45.4M added.
  • The largest AGNC Investment seller in Q4 2014 was Greenlight Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2014.