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AGNC Investment

469 hedge funds and large institutions have $2.66B invested in AGNC Investment in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 171 increasing their positions, 132 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

67% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 61

34% more call options, than puts

Call options by funds: $195M | Put options by funds: $145M

30% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $2.39B → $2.66B (+$276M)

8% more funds holding

Funds holding: 433469 (+36)

1.29% less ownership

Funds ownership: 41.67%40.38% (-1.3%)

Holders
469
Holders Change
+36
Holders Change %
+8.31%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
102
Increased
171
Reduced
132
Closed
61
Calls
$195M
Puts
$145M
Net Calls
+$49.5M
Net Calls Change
+$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$622M +$52.9M +6,019,268 +10%
BlackRock
2
BlackRock
New York
$354M +$37.6M +4,276,555 +13%
State Street
3
State Street
Massachusetts
$160M +$6.22M +707,743 +5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$102M +$10.6M +1,205,577 +13%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$75.4M +$3.48M +395,796 +5%
ClearBridge Investments
6
ClearBridge Investments
New York
$72.4M +$697K +79,316 +1%
Norges Bank
7
Norges Bank
Norway
$69.2M +$19M +2,164,853 +44%
Morgan Stanley
8
Morgan Stanley
New York
$66.9M +$21.5M +2,450,102 +56%
EIC
9
Equity Investment Corp
Georgia
$58M -$3.78M -430,543 -7%
Northern Trust
10
Northern Trust
Illinois
$55.6M +$1.13M +128,401 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$50.8M +$27.3M +3,109,966 +151%
Charles Schwab
12
Charles Schwab
California
$42.4M +$4.4M +500,145 +13%
Bank of America
13
Bank of America
North Carolina
$39.5M +$4.7M +535,216 +15%
VNIM
14
Vaughan Nelson Investment Management
Texas
$38.6M +$34.6M +3,933,970 New
GA
15
GRS Advisors
Illinois
$32.5M +$29.1M +3,313,903 New
VanEck Associates
16
VanEck Associates
New York
$25.2M +$7.17M +815,713 +47%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$23.3M -$90.8K -10,336 -0.4%
N
18
Nuveen
North Carolina
$23.2M +$3.66M +416,853 +21%
DFG
19
Dupree Financial Group
Kentucky
$21.4M +$19.1M +2,178,351 New
DIA
20
Davidson Investment Advisors
Montana
$20.5M -$60.9K -6,928 -0.3%
Invesco
21
Invesco
Georgia
$20.3M +$423K +48,110 +2%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$19.5M +$192K +21,878 +1%
TSW
23
Thompson Siegel & Walmsley
Virginia
$18.2M -$115K -13,108 -0.7%
Barclays
24
Barclays
United Kingdom
$15.8M +$5.92M +673,484 +72%
SAM
25
Storebrand Asset Management
Norway
$15.7M -$386K -43,868 -3%

AGNC Hedge Fund Activity: Q4 2023 in Review

469 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment (AGNC) for Q4 2023, worth a combined $2.66B — up 12% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AGNC positions and 61 closed out — a net gain of 41 holders — while 171 added to existing stakes and 132 trimmed.

The largest buyer was Vanguard Group, adding an estimated $52.9M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $28.7M sold.

  • 469 institutional investors held AGNC Investment (AGNC) as of Q4 2023, up from 433 in Q3 2023.
  • Funds reported $2.66B of AGNC Investment stock for Q4 2023, up 12% quarter-over-quarter.
  • 102 funds opened new AGNC Investment positions in Q4 2023 and 61 closed out, a net change of +41 holders.
  • The largest AGNC Investment buyer in Q4 2023 was Vanguard Group, an estimated $52.9M added.
  • The largest AGNC Investment seller in Q4 2023 was Schonfeld Strategic Advisors, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2023.