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ADAM

Adamas Trust

115 hedge funds and large institutions have $143M invested in Adamas Trust in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 123115 (-8)

13% less capital invested

Capital invested by funds: $165M → $143M (-$21.9M)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

88% less call options, than puts

Call options by funds: $28K | Put options by funds: $230K

Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
45
Reduced
37
Closed
19
Calls
$28K
Puts
$230K
Net Calls
-$202K
Net Calls Change
+$92K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$21M -$1.89M -100,869 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.2M +$1.46M +78,073 +9%
BIT
3
BlackRock Institutional Trust
California
$15.1M +$329K +17,561 +2%
UBS Group
4
UBS Group
Switzerland
$10.9M -$1.17M -62,637 -10%
State Street
5
State Street
Massachusetts
$9.35M +$235K +12,530 +3%
Northern Trust
6
Northern Trust
Illinois
$9.02M +$240K +12,783 +3%
GXMC
7
Global X Management Company
New York
$6.38M +$708K +37,761 +13%
AAM
8
Advisors Asset Management
Colorado
$5.38M -$736K -39,276 -12%
LSV Asset Management
9
LSV Asset Management
Illinois
$3.33M -$8.9K -475 -0.3%
Citigroup
10
Citigroup
New York
$2.8M +$2.64M +141,075 +2,133%
RFC
11
Russell Frank Company
Washington
$2.32M +$249K +13,268 +12%
BIM
12
BlackRock Investment Management
Delaware
$2.08M -$22.5K -1,199 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.01M +$49.5K +2,639 +3%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$1.86M +$92.8K +4,950 +5%
VanEck Associates
15
VanEck Associates
New York
$1.83M -$180K -9,592 -9%
Charles Schwab
16
Charles Schwab
California
$1.78M +$36.3K +1,936 +2%
TCIM
17
TIAA CREF Investment Management
New York
$1.6M -$37.4K -1,996 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.18M +$636K +33,918 +120%
Invesco
19
Invesco
Georgia
$1.17M +$419K +22,354 +57%
AI
20
Analytic Investors
California
$1.12M -$708K -37,784 -39%
Deutsche Bank
21
Deutsche Bank
Germany
$1.11M +$163K +8,720 +18%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$1.1M +$136K +7,248 +14%
Goldman Sachs
23
Goldman Sachs
New York
$1.06M +$281K +15,011 +37%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$921K +$189K +10,102 +26%
Allianz Asset Management
25
Allianz Asset Management
Germany
$874K +$219K +11,710 +34%

ADAM Hedge Fund Activity: Q1 2016 in Review

115 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q1 2016, worth a combined $143M — down 13% from $165M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ADAM and 12 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 45 added.

The largest buyer was Citigroup, adding an estimated $2.64M. The largest seller was BlackRock Fund Advisors, cutting an estimated $1.89M.

  • 115 institutional investors held Adamas Trust (ADAM) as of Q1 2016, down from 123 in Q4 2015.
  • Funds reported $143M of Adamas Trust stock for Q1 2016, down 13% quarter-over-quarter.
  • 12 funds opened new Adamas Trust positions in Q1 2016 and 19 closed out, a net change of -7 holders.
  • The largest Adamas Trust buyer in Q1 2016 was Citigroup, an estimated $2.64M added.
  • The largest Adamas Trust seller in Q1 2016 was BlackRock Fund Advisors, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2016.