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AGNC Investment Corp Series C

3 hedge funds and large institutions have $140K invested in AGNC Investment Corp Series C in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 13 (+2)

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

0.03% less ownership

Funds ownership: 0.07%0.04% (-0.03%)

39% less capital invested

Capital invested by funds: $229K → $140K (-$89.6K)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1
Bartlett & Co Wealth Management
Ohio
$51K +$50.2K +2,000 New
BC
2
Bartlett & Co
Ohio
$51K +$50.2K +2,000 New
KLWA
3
Kelly Lawrence W & Associates
California
$37.5K +$37.7K +1,500 New
CSC
4
Cove Street Capital
California
-$229K -9,100 Closed

AGNCN Hedge Fund Activity: Q4 2023 in Review

3 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AGNC Investment Corp Series C (AGNCN) for Q4 2023, worth a combined $140K — down 39% from $229K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AGNCN positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Bartlett & Co, opening a new position worth an estimated $50.2K. The largest seller was Cove Street Capital, exiting entirely with an estimated $229K sold.

  • 3 institutional investors held AGNC Investment Corp Series C (AGNCN) as of Q4 2023, up from 1 in Q3 2023.
  • Funds reported $140K of AGNC Investment Corp Series C stock for Q4 2023, down 39% quarter-over-quarter.
  • 3 funds opened new AGNC Investment Corp Series C positions in Q4 2023 and 1 closed out, a net change of +2 holders.
  • The largest AGNC Investment Corp Series C buyer in Q4 2023 was Bartlett & Co, an estimated $50.2K added.
  • The largest AGNC Investment Corp Series C seller in Q4 2023 was Cove Street Capital, an estimated $229K sold.

Based on aggregated 13F filings for Q4 2023.