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AGNC Investment

467 hedge funds and large institutions have $4.53B invested in AGNC Investment in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 181 increasing their positions, 147 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 147

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

1% less capital invested

Capital invested by funds: $4.59B → $4.53B (-$66.6M)

5% less call options, than puts

Call options by funds: $86.1M | Put options by funds: $90.7M

1% less funds holding

Funds holding: 472467 (-5)

2.62% less ownership

Funds ownership: 53.56%50.94% (-2.6%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
467
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
8.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
63
Increased
181
Reduced
147
Closed
63
Calls
$86.1M
Puts
$90.7M
Net Calls
-$4.58M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$803M +$5.08M +314,219 +0.7%
BlackRock
2
BlackRock
New York
$744M +$24.8M +1,537,120 +4%
State Street
3
State Street
Massachusetts
$226M -$10.8M -668,693 -5%
AAMU
4
Amundi Asset Management US
Massachusetts
$168M +$288K +17,829 +0.2%
N
5
Nuveen
North Carolina
$143M -$28.6M -1,772,041 -17%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$129M +$16.3M +1,011,197 +15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$112M -$21.5M -1,331,212 -17%
Norges Bank
8
Norges Bank
Norway
$91.6M +$921K +56,963 +1%
WRF
9
Waddell & Reed Financial
Kansas
$77.2M -$4.4M -272,389 -6%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$70.4M -$4.85M -300,008 -7%
CS
11
Credit Suisse
Switzerland
$63.4M +$3.26M +201,503 +6%
CCA
12
Canyon Capital Advisors
Texas
$60.8M -$1.99M -123,147 -3%
Northern Trust
13
Northern Trust
Illinois
$56.5M +$1.27M +78,434 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$51M -$5.01M -309,982 -9%
Legal & General Group
15
Legal & General Group
United Kingdom
$49.8M -$1.37M -84,744 -3%
EIC
16
Equity Investment Corp
Georgia
$49.3M +$727K +45,010 +2%
Charles Schwab
17
Charles Schwab
California
$43.8M -$7.98M -493,570 -16%
Morgan Stanley
18
Morgan Stanley
New York
$42M -$2.02M -124,829 -5%
JP Morgan Chase
19
JP Morgan Chase
New York
$40.9M +$14.2M +879,088 +56%
UBS AM
20
UBS AM
Illinois
$40.2M -$12.9M -799,290 -25%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$40M +$35.8M +2,213,011 +1,282%
Bank of America
22
Bank of America
North Carolina
$38.8M -$1.67M -103,348 -4%
CCP
23
Clough Capital Partners
Massachusetts
$37.8M +$4.7M +290,600 +15%
UBS Group
24
UBS Group
Switzerland
$37.4M +$5.8M +358,934 +19%
VanEck Associates
25
VanEck Associates
New York
$32M +$5.88M +364,062 +24%

AGNC Hedge Fund Activity: Q1 2021 in Review

467 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q1 2021, worth a combined $4.53B — down 1.5% from $4.59B a quarter earlier.

Fund positioning in AGNC was balanced in Q1 2021: 63 funds opened new positions, 63 closed out, 181 added to existing stakes and 147 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $35.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $93.9M.

  • 467 institutional investors held AGNC Investment (AGNC) as of Q1 2021, down from 472 in Q4 2020.
  • Funds reported $4.53B of AGNC Investment stock for Q1 2021, down 1.5% quarter-over-quarter.
  • 63 funds opened new AGNC Investment positions in Q1 2021 and 63 closed out, a net change of 0 holders.
  • The largest AGNC Investment buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $35.8M added.
  • The largest AGNC Investment seller in Q1 2021 was D.E. Shaw & Co, an estimated $93.9M sold.

Based on aggregated 13F filings for Q1 2021.