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ADAM

Adamas Trust

142 hedge funds and large institutions have $271M invested in Adamas Trust in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

20% more funds holding

Funds holding: 118142 (+24)

4% more capital invested

Capital invested by funds: $260M → $271M (+$11.1M)

0.38% more ownership

Funds ownership: 9.45%9.82% (+0.38%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $186K

Holders
142
Holders Change
+24
Holders Change %
+20.34%
% of All Funds
3.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
41
Reduced
32
Closed
13
Calls
Puts
$186K
Net Calls
-$186K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
126
1834 Investment Advisors
Wisconsin
$15K +$15.1K +600 New
TRCT
127
Tower Research Capital (TRC)
New York
$14K -$52.2K -2,080 -79%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12.6K +500 New
EARNEST Partners
129
EARNEST Partners
Georgia
$8K +$8.16K +325 New
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.65K
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$6K
SIC
132
Salem Investment Counselors
North Carolina
$6K
CTC
133
Central Trust Company
Missouri
$5K
GT
134
Glenmede Trust
Pennsylvania
$4K
WEC
135
Winslow Evans & Crocker
Massachusetts
$2.47K
PA
136
Parallel Advisors
California
$2K
QCG
137
Quadrant Capital Group
Ohio
$2K
Group One Trading
138
Group One Trading
Illinois
$1K
FRA
139
Front Row Advisors
California
$1K +$728 +29 New
PCG
140
Private Capital Group
Connecticut
$42 +$41.2K +1,640 New
ACM
141
Ativo Capital Management
Illinois
-$807K -32,785 Closed
NFA
142
Nationwide Fund Advisors
Ohio
-$392K -15,939 Closed
IAMOG
143
Investors Asset Management of Georgia
Georgia
-$154K -6,250 Closed
PFS
144
Prospera Financial Services
Texas
-$145K -5,789 Closed
N
145
Natixis
France
-$85K -3,473 Closed
ICOA
146
Investment Centers of America
North Dakota
-$71K -2,903 Closed
T
147
Thomaspartners
Massachusetts
-$67K -2,738 Closed
FTIOP
148
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$62K -2,500 Closed
FWM
149
Focused Wealth Management
New York
-$51K -2,068 Closed
FFC
150
First Financial Corp
Indiana
-$40K -1,625 Closed

ADAM Hedge Fund Activity: Q4 2017 in Review

142 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q4 2017, worth a combined $271M — up 4.3% from $260M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ADAM positions and 13 closed out — a net gain of 24 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.48M. The largest seller was BlackRock, cutting an estimated $1.65M.

  • 142 institutional investors held Adamas Trust (ADAM) as of Q4 2017, up from 118 in Q3 2017.
  • Funds reported $271M of Adamas Trust stock for Q4 2017, up 4.3% quarter-over-quarter.
  • 37 funds opened new Adamas Trust positions in Q4 2017 and 13 closed out, a net change of +24 holders.
  • The largest Adamas Trust buyer in Q4 2017 was Two Sigma Investments, an estimated $2.48M added.
  • The largest Adamas Trust seller in Q4 2017 was BlackRock, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2017.