We are live on ! Find out more
ADAM

Adamas Trust

124 hedge funds and large institutions have $182M invested in Adamas Trust in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 126124 (-2)

23% less capital invested

Capital invested by funds: $237M → $182M (-$55.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $539K

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
49
Reduced
40
Closed
16
Calls
Puts
$539K
Net Calls
-$539K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
26
National Planning Corporation
California
$1.01M -$7.18K -259 -0.6%
KCM
27
Key Colony Management
Arkansas
$983K
TA
28
Teachers Advisors
New York
$965K +$108K +3,897 +10%
Prudential Financial
29
Prudential Financial
New Jersey
$915K +$1.08M +39,025 +1,465%
Wells Fargo
30
Wells Fargo
California
$877K -$136K -4,892 -11%
Citigroup
31
Citigroup
New York
$815K +$827K +29,832 +411%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$784K +$142K +5,125 +17%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$768K +$60.8K +2,191 +7%
Swiss National Bank
34
Swiss National Bank
Switzerland
$767K +$162K +5,825 +20%
Teacher Retirement System of Texas
35
Teacher Retirement System of Texas
Texas
$676K +$64.9K +2,340 +8%
IA
36
IndexIQ Advisors
New York
$649K -$11.4K -412 -1%
AllianceBernstein
37
AllianceBernstein
Tennessee
$646K +$6.24K +225 +0.8%
Invesco
38
Invesco
Georgia
$628K +$38.8K +1,399 +5%
MERSOM
39
Municipal Employees' Retirement System of Michigan
Michigan
$610K -$86.4K -3,117 -10%
CAM
40
ClariVest Asset Management
California
$580K +$44.4K +1,600 +6%
NA
41
Navellier & Associates
Nevada
$555K -$72.6K -2,618 -9%
ACM
42
Ativo Capital Management
Illinois
$549K -$201K -7,248 -22%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$548K -$94.9K -3,422 -12%
CI
44
Cavalier Investments
Georgia
$527K +$665K +24,000 New
PAM
45
Panagora Asset Management
Massachusetts
$516K
Norges Bank
46
Norges Bank
Norway
$512K -$548K -19,775 -46%
Morgan Stanley
47
Morgan Stanley
New York
$482K -$461K -16,641 -43%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$465K +$222 +8 +0%
RFC
49
Russell Frank Company
Washington
$462K -$271K -9,763 -32%
CS
50
Credit Suisse
Switzerland
$449K +$7.35K +265 +1%

ADAM Hedge Fund Activity: Q3 2015 in Review

124 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q3 2015, worth a combined $182M — down 23% from $237M a quarter earlier.

Fund positioning in ADAM was balanced in Q3 2015: 16 funds opened new positions, 16 closed out, 49 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $6.69M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $2.35M sold.

  • 124 institutional investors held Adamas Trust (ADAM) as of Q3 2015, down from 126 in Q2 2015.
  • Funds reported $182M of Adamas Trust stock for Q3 2015, down 23% quarter-over-quarter.
  • 16 funds opened new Adamas Trust positions in Q3 2015 and 16 closed out, a net change of 0 holders.
  • The largest Adamas Trust buyer in Q3 2015 was BlackRock Institutional Trust, an estimated $6.69M added.
  • The largest Adamas Trust seller in Q3 2015 was Systematic Financial Management, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2015.