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ADAM

Adamas Trust

179 hedge funds and large institutions have $482M invested in Adamas Trust in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 31

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

7% more funds holding

Funds holding: 167179 (+12)

7% more capital invested

Capital invested by funds: $452M → $482M (+$30M)

0.18% less ownership

Funds ownership: 13.31%13.13% (-0.18%)

79% less call options, than puts

Call options by funds: $112K | Put options by funds: $530K

Holders
179
Holders Change
+12
Holders Change %
+7.19%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
82
Reduced
31
Closed
21
Calls
$112K
Puts
$530K
Net Calls
-$418K
Net Calls Change
-$219K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$158M +$18.8M +776,415 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$49M +$5.62M +232,193 +13%
Invesco
3
Invesco
Georgia
$31.6M +$11M +454,360 +51%
UBS Group
4
UBS Group
Switzerland
$26.7M +$6.57M +271,526 +32%
State Street
5
State Street
Massachusetts
$26.4M +$4.04M +166,830 +18%
LSV Asset Management
6
LSV Asset Management
Illinois
$20.9M +$664K +27,468 +3%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$20.3M +$438K +18,099 +2%
Northern Trust
8
Northern Trust
Illinois
$15.3M +$1.15M +47,459 +8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10.4M +$1.16M +47,937 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.98M +$2.05M +84,553 +25%
Charles Schwab
11
Charles Schwab
California
$8.08M +$646K +26,708 +8%
Principal Financial Group
12
Principal Financial Group
Iowa
$7.57M +$897K +37,083 +13%
PPA
13
Parametric Portfolio Associates
Washington
$5.71M +$1.53M +63,081 +35%
Ameriprise
14
Ameriprise
Minnesota
$5.61M +$444K +18,351 +8%
Citigroup
15
Citigroup
New York
$5.54M -$43.8K -1,811 -0.8%
VanEck Associates
16
VanEck Associates
New York
$4.3M +$108K +4,469 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.03M +$112K +4,640 +3%
Morgan Stanley
18
Morgan Stanley
New York
$3.09M +$305K +12,614 +11%
Bank of America
19
Bank of America
North Carolina
$2.82M +$536K +22,177 +23%
Goldman Sachs
20
Goldman Sachs
New York
$2.62M -$464K -19,201 -15%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$2.55M +$686K +28,376 +36%
Prudential Financial
22
Prudential Financial
New Jersey
$2.49M +$233K +9,642 +10%
Deutsche Bank
23
Deutsche Bank
Germany
$2.45M -$2.56M -105,776 -50%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$2.29M -$53.4K -2,206 -2%
Renaissance Technologies
25
Renaissance Technologies
New York
$2.16M -$2.37M -97,825 -52%

ADAM Hedge Fund Activity: Q4 2018 in Review

179 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q4 2018, worth a combined $482M — up 6.6% from $452M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ADAM positions and 21 closed out — a net gain of 12 holders — while 82 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $18.8M. The largest seller was JP Morgan Chase, cutting an estimated $8.02M.

  • 179 institutional investors held Adamas Trust (ADAM) as of Q4 2018, up from 167 in Q3 2018.
  • Funds reported $482M of Adamas Trust stock for Q4 2018, up 6.6% quarter-over-quarter.
  • 33 funds opened new Adamas Trust positions in Q4 2018 and 21 closed out, a net change of +12 holders.
  • The largest Adamas Trust buyer in Q4 2018 was BlackRock, an estimated $18.8M added.
  • The largest Adamas Trust seller in Q4 2018 was JP Morgan Chase, an estimated $8.02M sold.

Based on aggregated 13F filings for Q4 2018.