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ADAM

Adamas Trust

213 hedge funds and large institutions have $508M invested in Adamas Trust in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

4% more funds holding

Funds holding: 205213 (+8)

0.08% more ownership

Funds ownership: 13.25%13.34% (+0.08%)

3% less capital invested

Capital invested by funds: $523M → $508M (-$15.1M)

21% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 76

45% less call options, than puts

Call options by funds: $4.69M | Put options by funds: $8.56M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
60
Reduced
76
Closed
27
Calls
$4.69M
Puts
$8.56M
Net Calls
-$3.87M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$167K -$373K -35,827 -69%
CG
102
Cutler Group
California
$165K +$162K +15,586 +2,309%
SFI
103
Susquehanna Fundamental Investments
Pennsylvania
$161K +$165K +15,824 New
GAM
104
Gotham Asset Management
New York
$155K +$4.13K +397 +3%
Wolverine Trading
105
Wolverine Trading
Illinois
$140K +$141K +13,519 New
ProShare Advisors
106
ProShare Advisors
Maryland
$136K -$11.8K -1,137 -8%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$136K +$139K +13,336 New
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$132K
RJA
109
Raymond James & Associates
Florida
$117K -$12.9K -1,238 -10%
MOACM
110
Mutual of America Capital Management
New York
$116K +$70.5K +6,768 +148%
CIBC Asset Management
111
CIBC Asset Management
Ontario, Canada
$114K +$729 +70 +0.6%
SG
112
StoneX Group
New York
$113K +$271 +26 +0.2%
Creative Planning
113
Creative Planning
Kansas
$107K +$9.55K +917 +10%
Parallax Volatility Advisers
114
Parallax Volatility Advisers
California
$107K +$109K +10,504 New
SEI Investments
115
SEI Investments
Pennsylvania
$104K +$106K +10,150 New
CAN
116
Cetera Advisor Networks
California
$103K -$126K -12,102 -54%
BCM
117
Bluefin Capital Management
New York
$92K
PAMU
118
Pictet Asset Management (UK)
United Kingdom
$92K +$64.3K +6,175 +221%
AB
119
Amalgamated Bank
New York
$89K -$406 -39 -0.4%
Allianz Asset Management
120
Allianz Asset Management
Germany
$87K -$32.9K -3,161 -27%
AIP
121
Ameritas Investment Partners
Nebraska
$83K
PWS
122
Private Wealth Strategies
Ohio
$77K
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$76K -$32.7K -3,136 -30%
TCM
124
Teza Capital Management
Illinois
$74K -$22.4K -2,149 -23%
AAS
125
Avantax Advisory Services
Texas
$74K +$13.1K +1,254 +21%

ADAM Hedge Fund Activity: Q3 2020 in Review

213 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q3 2020, worth a combined $508M — down 2.9% from $523M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ADAM positions and 27 closed out — a net gain of 8 holders — while 60 added to existing stakes and 76 trimmed.

The largest buyer was EJF Capital, adding an estimated $6.46M. The largest seller was Winton Group, cutting an estimated $7.17M.

  • 213 institutional investors held Adamas Trust (ADAM) as of Q3 2020, up from 205 in Q2 2020.
  • Funds reported $508M of Adamas Trust stock for Q3 2020, down 2.9% quarter-over-quarter.
  • 35 funds opened new Adamas Trust positions in Q3 2020 and 27 closed out, a net change of +8 holders.
  • The largest Adamas Trust buyer in Q3 2020 was EJF Capital, an estimated $6.46M added.
  • The largest Adamas Trust seller in Q3 2020 was Winton Group, an estimated $7.17M sold.

Based on aggregated 13F filings for Q3 2020.