Zoetis Inc (ZTS), 3D Systems Corporation (DDD), American Capital Agency Corp. (AGNC): Here’s What This $17 Billion Money Manager Has Been Buying

American Capital Agency is a mortgage REIT with a tantalizing dividend yield recently above 17% — though that reflects a recent 16% dividend cut. The company’s CEO is well respected, but some worry about rising interest rates, and mortgage REITs losing a valuable tax advantage. Analysts at Barclays recently downgraded the stock, which is down about 19% over the past year, despite racking up average annual gains of roughly 27% over the past five years.

We should never blindly copy any investor’s moves, no matter how talented the investor. But it can be useful to keep an eye on what smart folks are doing. Therefore, 13-F forms can be great places to find intriguing candidates for our portfolios.

The article Here’s What This $17 Billion Money Manager Has Been Buying originally appeared on Fool.com and is written by Selena Maranjian.

Longtime Fool contributor Selena Maranjian, whom you can follow on Twitter, owns shares of Two Harbors Investment. and Stratasys. The Motley Fool recommends 3D Systems, National Oilwell Varco, Qlik Technologies, and Stratasys. The Motley Fool owns shares of 3D Systems, National Oilwell Varco, and Stratasys and has the following options: Short Jan 2014 $36 Calls on 3D Systems and Short Jan 2014 $20 Puts on 3D Systems.

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