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ADAM

Adamas Trust

215 hedge funds and large institutions have $1.06B invested in Adamas Trust in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 35

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

26% more capital invested

Capital invested by funds: $837M → $1.06B (+$221M)

4% more funds holding

Funds holding: 206215 (+9)

1.3% more ownership

Funds ownership: 13.26%14.55% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.43M

Holders
215
Holders Change
+9
Holders Change %
+4.37%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
108
Reduced
35
Closed
26
Calls
Puts
$1.43M
Net Calls
-$1.43M
Net Calls Change
-$280K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
176
Highlander Capital Management
New Jersey
$25K
PA
177
PSI Advisors
Florida
$24K +$24.8K +1,000 New
BCA
178
Berman Capital Advisors
Georgia
$23K +$74 +3 +0.3%
GT
179
Glenmede Trust
Pennsylvania
$22K +$5.33K +215 +31%
S
180
SignatureFD
Georgia
$21K
TAIM
181
TD Ameritrade Investment Management
Nebraska
$20K +$19.7K +795 New
SWA
182
Sutton Wealth Advisors
Florida
$19.1K
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$19K
CHA
184
Carmichael Hill & Associates
Maryland
$19K +$18.6K +750 New
PCM
185
Prelude Capital Management
New York
$18K +$18K +726 New
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$17K +$545 +22 +3%
WQ
187
Wealth Quarterback
New Jersey
$15.4K +$15.3K +618 New
CTC
188
Central Trust Company
Missouri
$12K +$3.1K +125 +33%
AF
189
Advisornet Financial
Minnesota
$12K +$12.4K +500 New
Canada Pension Plan Investment Board
190
Canada Pension Plan Investment Board
Ontario, Canada
$12K +$12.4K +500 New
PA
191
Parallel Advisors
California
$11K -$34.6K -1,395 -76%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$11K
RIA
193
Realta Investment Advisors
Delaware
$11K +$322 +13 +3%
SWM
194
Sugarloaf Wealth Management
Georgia
$9K +$9.15K +369 New
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.72K +$4.19K +169 +93%
EARNEST Partners
196
EARNEST Partners
Georgia
$8K
Fidelity Investments
197
Fidelity Investments
Massachusetts
$6K -$6.67K -269 -52%
GWM
198
Geneos Wealth Management
Colorado
$6K
JPLA
199
Joseph P. Lucia & Associates
New York
$6K
SIC
200
Salem Investment Counselors
North Carolina
$6K

ADAM Hedge Fund Activity: Q4 2019 in Review

215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q4 2019, worth a combined $1.06B — up 26% from $837M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ADAM positions and 26 closed out — a net gain of 15 holders — while 108 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $42.1M. The largest seller was JP Morgan Chase, cutting an estimated $4.32M.

  • 215 institutional investors held Adamas Trust (ADAM) as of Q4 2019, up from 206 in Q3 2019.
  • Funds reported $1.06B of Adamas Trust stock for Q4 2019, up 26% quarter-over-quarter.
  • 41 funds opened new Adamas Trust positions in Q4 2019 and 26 closed out, a net change of +15 holders.
  • The largest Adamas Trust buyer in Q4 2019 was BlackRock, an estimated $42.1M added.
  • The largest Adamas Trust seller in Q4 2019 was JP Morgan Chase, an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2019.