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ADAM

Adamas Trust

138 hedge funds and large institutions have $232M invested in Adamas Trust in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

11% more funds holding

Funds holding: 124138 (+14)

81% less capital invested

Capital invested by funds: $1.19B → $232M (-$961M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
3.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
48
Reduced
35
Closed
13
Calls
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
+$177K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$40.3M +$1.24M +39,656 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.8M +$1.35M +43,213 +6%
GXMC
3
Global X Management Company
New York
$16.2M -$640K -20,491 -4%
UBS Group
4
UBS Group
Switzerland
$16.2M -$1.34M -42,941 -8%
State Street
5
State Street
Massachusetts
$14.9M +$1.62M +51,999 +12%
BIT
6
BlackRock Institutional Trust
California
$12.6M +$2.96M +94,916 +31%
Northern Trust
7
Northern Trust
Illinois
$11.7M +$703K +22,515 +6%
LSV Asset Management
8
LSV Asset Management
Illinois
$6.06M +$45.3K +1,450 +0.7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.92M +$204K +6,543 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$4.16M -$69.6K -2,228 -2%
Allianz Asset Management
11
Allianz Asset Management
Germany
$4.06M +$699K +22,379 +21%
Deutsche Bank
12
Deutsche Bank
Germany
$3.72M +$124K +3,963 +3%
MC
13
Menta Capital
California
$3.61M +$3.63M +116,403 New
Renaissance Technologies
14
Renaissance Technologies
New York
$3.37M -$3.71M -118,742 -52%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$3.24M
TCIM
16
TIAA CREF Investment Management
New York
$3.23M +$240K +7,678 +8%
BIM
17
BlackRock Investment Management
Delaware
$2.76M +$66.6K +2,134 +2%
VanEck Associates
18
VanEck Associates
New York
$2.43M -$190K -6,100 -7%
SFM
19
Systematic Financial Management
New Jersey
$2.34M +$188K +6,032 +9%
Charles Schwab
20
Charles Schwab
California
$2.21M +$230K +7,369 +12%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.16M -$1.66M -53,146 -43%
Morgan Stanley
22
Morgan Stanley
New York
$1.94M -$633K -20,262 -24%
AI
23
Analytic Investors
California
$1.9M +$1.91M +61,039 New
DC
24
Deere & Company
Illinois
$1.88M +$232K +7,425 +14%
KCM
25
Key Colony Management
Arkansas
$1.58M

ADAM Hedge Fund Activity: Q1 2015 in Review

138 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q1 2015, worth a combined $232M — down 81% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ADAM positions and 13 closed out — a net gain of 15 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was Menta Capital, opening a new position worth an estimated $3.63M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $969M sold.

  • 138 institutional investors held Adamas Trust (ADAM) as of Q1 2015, up from 124 in Q4 2014.
  • Funds reported $232M of Adamas Trust stock for Q1 2015, down 81% quarter-over-quarter.
  • 28 funds opened new Adamas Trust positions in Q1 2015 and 13 closed out, a net change of +15 holders.
  • The largest Adamas Trust buyer in Q1 2015 was Menta Capital, an estimated $3.63M added.
  • The largest Adamas Trust seller in Q1 2015 was Americafirst Capital Management, an estimated $969M sold.

Based on aggregated 13F filings for Q1 2015.