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ADAM

Adamas Trust

126 hedge funds and large institutions have $247M invested in Adamas Trust in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

14% more call options, than puts

Call options by funds: $263K | Put options by funds: $230K

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more capital invested

Capital invested by funds: $244M → $247M (+$2.93M)

0.5% more ownership

Funds ownership: 8.45%8.95% (+0.5%)

3% less funds holding

Funds holding: 130126 (-4)

Holders
126
Holders Change
-4
Holders Change %
-3.08%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
52
Reduced
35
Closed
14
Calls
$263K
Puts
$230K
Net Calls
+$33K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$64.2M +$66.9M +2,592,500 +32,659%
Vanguard Group
2
Vanguard Group
Pennsylvania
$27.9M +$771K +29,896 +3%
LSV Asset Management
3
LSV Asset Management
Illinois
$21.3M +$2.26M +87,453 +11%
UBS Group
4
UBS Group
Switzerland
$18.2M +$3.98M +154,367 +26%
GXMC
5
Global X Management Company
New York
$15.4M +$6.6M +255,858 +69%
State Street
6
State Street
Massachusetts
$13.6M +$219K +8,475 +2%
Northern Trust
7
Northern Trust
Illinois
$12.5M +$422K +16,360 +3%
Citigroup
8
Citigroup
New York
$5.85M +$6.03M +233,869 +7,581%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.67M +$611K +23,693 +12%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$3.48M +$42.6K +1,650 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.3M +$199K +7,721 +6%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.99M -$585K -22,661 -16%
VanEck Associates
13
VanEck Associates
New York
$2.98M +$336K +13,030 +12%
Citadel Advisors
14
Citadel Advisors
Florida
$2.67M +$929K +36,008 +50%
Charles Schwab
15
Charles Schwab
California
$2.6M +$150K +5,814 +6%
Invesco
16
Invesco
Georgia
$2.39M +$489K +18,947 +24%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.26M +$228K +8,838 +11%
PPA
18
Parametric Portfolio Associates
Washington
$2.13M +$776K +30,086 +54%
Allianz Asset Management
19
Allianz Asset Management
Germany
$2.02M +$9.62K +373 +0.5%
TCIM
20
TIAA CREF Investment Management
New York
$1.77M -$162K -6,286 -8%
AAM
21
Advisors Asset Management
Colorado
$1.61M -$1.72M -66,857 -51%
SFM
22
Systematic Financial Management
New Jersey
$1.59M -$1.16K -45 -0.1%
Morgan Stanley
23
Morgan Stanley
New York
$1.34M -$1.45M -56,331 -51%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$1.34M -$64.5K -2,500 -4%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.23M -$7.09K -275 -0.5%

ADAM Hedge Fund Activity: Q1 2017 in Review

126 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q1 2017, worth a combined $247M — up 1.2% from $244M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ADAM positions and 14 closed out — a net gain of 2 holders — while 52 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $66.9M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $2.06M sold.

  • 126 institutional investors held Adamas Trust (ADAM) as of Q1 2017, down from 130 in Q4 2016.
  • Funds reported $247M of Adamas Trust stock for Q1 2017, up 1.2% quarter-over-quarter.
  • 16 funds opened new Adamas Trust positions in Q1 2017 and 14 closed out, a net change of +2 holders.
  • The largest Adamas Trust buyer in Q1 2017 was BlackRock, an estimated $66.9M added.
  • The largest Adamas Trust seller in Q1 2017 was Two Sigma Investments, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2017.