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ADAM

Adamas Trust

231 hedge funds and large institutions have $914M invested in Adamas Trust in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

25% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 68

5% more funds holding

Funds holding: 221231 (+10)

2% more capital invested

Capital invested by funds: $899M → $914M (+$14.6M)

0.22% more ownership

Funds ownership: 13.28%13.5% (+0.22%)

6% less call options, than puts

Call options by funds: $6.58M | Put options by funds: $6.99M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
85
Reduced
68
Closed
23
Calls
$6.58M
Puts
$6.99M
Net Calls
-$411K
Net Calls Change
-$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
226
American International Group
New York
$1.1K -$26.5K -1,455 -2%
FMII
227
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.31K +72 New
QGA
228
Q Global Advisors
Texas
-$11.2M -625,975 Closed
California Public Employees Retirement System
229
California Public Employees Retirement System
California
-$2.96M -165,544 Closed
EC
230
EJF Capital
Virginia
-$1.8M -100,920 Closed
QT
231
Quantbot Technologies
New York
-$498K -27,875 Closed
CC
232
Claybrook Capital
Massachusetts
-$306K -17,100 Closed
PP
233
Paloma Partners
Connecticut
-$180K -10,054 Closed
AIM
234
Aigen Investment Management
New York
-$150K -8,385 Closed
AIIMS
235
Analyst IMS Investment Management Services
Israel
-$125K -6,993 Closed
CCIA
236
Campbell & Co Investment Adviser
Maryland
-$122K -6,800 Closed
Squarepoint
237
Squarepoint
New York
-$102K -5,690 Closed
LCC
238
Lincoln Capital Corp
Rhode Island
-$95K -5,322 Closed
TC
239
TownSquare Capital
Utah
-$52K -2,901 Closed
GAM
240
Gotham Asset Management
New York
-$51K -2,832 Closed
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
-$47K -2,652 Closed
PSIWM
242
Paradigm Strategies in Wealth Management
Minnesota
-$46K -2,594 Closed
LIA
243
LS Investment Advisors
Michigan
-$46K -2,587 Closed
CCP
244
Corient Capital Partners
California
-$45K -2,517 Closed
CFG
245
Citizens Financial Group
Rhode Island
-$45K -2,500 Closed
IAIM
246
International Assets Investment Management
Florida
-$7K -231 Closed
APWM
247
Atlas Private Wealth Management
New York
-$4K -223 Closed
SWM
248
Spire Wealth Management
Virginia
-$3K -188 Closed
MWP
249
Meridian Wealth Partners
Pennsylvania
-$3K -157 Closed
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
+$18 +1 New

ADAM Hedge Fund Activity: Q2 2021 in Review

231 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q2 2021, worth a combined $914M — up 1.6% from $899M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ADAM positions and 23 closed out — a net gain of 11 holders — while 85 added to existing stakes and 68 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $8.84M. The largest seller was Q Global Advisors, exiting entirely with an estimated $11.2M sold.

  • 231 institutional investors held Adamas Trust (ADAM) as of Q2 2021, up from 221 in Q1 2021.
  • Funds reported $914M of Adamas Trust stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 34 funds opened new Adamas Trust positions in Q2 2021 and 23 closed out, a net change of +11 holders.
  • The largest Adamas Trust buyer in Q2 2021 was Two Sigma Investments, an estimated $8.84M added.
  • The largest Adamas Trust seller in Q2 2021 was Q Global Advisors, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2021.