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ADAM

Adamas Trust

123 hedge funds and large institutions have $165M invested in Adamas Trust in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 124123 (-1)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

9% less capital invested

Capital invested by funds: $182M → $165M (-$16.6M)

96% less call options, than puts

Call options by funds: $12K | Put options by funds: $306K

Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
40
Reduced
42
Closed
18
Calls
$12K
Puts
$306K
Net Calls
-$294K
Net Calls Change
+$245K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$25.8M -$318K -14,089 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.8M +$315K +13,953 +2%
BIT
3
BlackRock Institutional Trust
California
$16.7M +$1.23M +54,341 +7%
UBS Group
4
UBS Group
Switzerland
$13.6M -$1.2M -53,151 -8%
State Street
5
State Street
Massachusetts
$10.2M -$271K -12,008 -2%
Northern Trust
6
Northern Trust
Illinois
$9.87M +$389K +17,202 +4%
AAM
7
Advisors Asset Management
Colorado
$6.89M -$521K -23,059 -7%
GXMC
8
Global X Management Company
New York
$6.37M -$5.44M -240,520 -45%
LSV Asset Management
9
LSV Asset Management
Illinois
$3.76M -$487K -21,525 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.55M +$81.3K +3,599 +2%
Prudential Financial
11
Prudential Financial
New Jersey
$2.91M +$2.15M +94,925 +228%
RFC
12
Russell Frank Company
Washington
$2.39M +$1.99M +88,038 +418%
BIM
13
BlackRock Investment Management
Delaware
$2.37M -$8.09K -358 -0.3%
VanEck Associates
14
VanEck Associates
New York
$2.27M -$97.7K -4,322 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.2M -$166K -7,350 -7%
AI
16
Analytic Investors
California
$2.06M -$625K -27,642 -22%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.99M
Charles Schwab
18
Charles Schwab
California
$1.96M +$188K +8,308 +10%
TCIM
19
TIAA CREF Investment Management
New York
$1.85M -$22.8K -1,010 -1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.46M +$479K +21,185 +45%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$1.08M +$20.4K +904 +2%
Deutsche Bank
22
Deutsche Bank
Germany
$1.06M -$413K -18,280 -27%
TA
23
Teachers Advisors
New York
$937K
Goldman Sachs
24
Goldman Sachs
New York
$869K +$682K +30,172 +285%
KCM
25
Key Colony Management
Arkansas
$866K

ADAM Hedge Fund Activity: Q4 2015 in Review

123 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q4 2015, worth a combined $165M — down 9.2% from $182M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ADAM and 17 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 40 added.

The largest buyer was Prudential Financial, adding an estimated $2.15M. The largest seller was Global X Management Company, cutting an estimated $5.44M.

  • 123 institutional investors held Adamas Trust (ADAM) as of Q4 2015, down from 124 in Q3 2015.
  • Funds reported $165M of Adamas Trust stock for Q4 2015, down 9.2% quarter-over-quarter.
  • 17 funds opened new Adamas Trust positions in Q4 2015 and 18 closed out, a net change of -1 holder.
  • The largest Adamas Trust buyer in Q4 2015 was Prudential Financial, an estimated $2.15M added.
  • The largest Adamas Trust seller in Q4 2015 was Global X Management Company, an estimated $5.44M sold.

Based on aggregated 13F filings for Q4 2015.