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ADAM

Adamas Trust

227 hedge funds and large institutions have $757M invested in Adamas Trust in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

49% more capital invested

Capital invested by funds: $508M → $757M (+$249M)

7% more funds holding

Funds holding: 213227 (+14)

6% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 71

0.23% more ownership

Funds ownership: 13.34%13.57% (+0.23%)

47% less call options, than puts

Call options by funds: $7.72M | Put options by funds: $14.5M

Holders
227
Holders Change
+14
Holders Change %
+6.57%
% of All Funds
4.02%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
39
Increased
75
Reduced
71
Closed
23
Calls
$7.72M
Puts
$14.5M
Net Calls
-$6.76M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$248M +$5.71M +451,108 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.5M +$4.78M +378,197 +7%
State Street
3
State Street
Massachusetts
$46.9M -$782K -61,803 -2%
Wells Fargo
4
Wells Fargo
California
$28.5M -$3.79M -299,371 -13%
Morgan Stanley
5
Morgan Stanley
New York
$27.7M +$6.71M +530,791 +40%
DFG
6
Delphi Financial Group
Delaware
$24.8M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$22.5M +$1.9M +150,373 +11%
Northern Trust
8
Northern Trust
Illinois
$18.4M -$1.41M -111,808 -8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.6M +$303K +23,990 +2%
Charles Schwab
10
Charles Schwab
California
$12.3M +$354K +28,018 +3%
CS
11
Credit Suisse
Switzerland
$10.1M +$1.5M +118,892 +21%
VanEck Associates
12
VanEck Associates
New York
$9.82M +$977K +77,264 +13%
Principal Financial Group
13
Principal Financial Group
Iowa
$9.68M -$341K -26,956 -4%
EMG
14
Ellington Management Group
Connecticut
$9.23M +$5.06M +400,310 +178%
PPA
15
Parametric Portfolio Associates
Washington
$7.99M +$514K +40,602 +8%
Millennium Management
16
Millennium Management
New York
$7.87M -$1.8M -142,334 -21%
QGA
17
Q Global Advisors
Texas
$7.87M +$6.74M +532,992 New
Group One Trading
18
Group One Trading
Illinois
$7.66M +$2.09M +165,447 +47%
JP Morgan Chase
19
JP Morgan Chase
New York
$7.25M +$3.19M +252,547 +106%
N
20
Nuveen
North Carolina
$6.48M -$90.5K -7,155 -2%
LSV Asset Management
21
LSV Asset Management
Illinois
$6.47M -$2.16M -171,018 -28%
Ameriprise
22
Ameriprise
Minnesota
$5.98M -$415K -32,790 -7%
Invesco
23
Invesco
Georgia
$5.41M -$111K -8,735 -2%
GLA
24
Great Lakes Advisors
Illinois
$5.25M +$4.5M +355,349 New
GC
25
Gratia Capital
California
$5.18M +$4.44M +350,938 New

ADAM Hedge Fund Activity: Q4 2020 in Review

227 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q4 2020, worth a combined $757M — up 49% from $508M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ADAM positions and 23 closed out — a net gain of 16 holders — while 75 added to existing stakes and 71 trimmed.

The largest buyer was Q Global Advisors, opening a new position worth an estimated $6.74M. The largest seller was EJF Capital, cutting an estimated $10M.

  • 227 institutional investors held Adamas Trust (ADAM) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $757M of Adamas Trust stock for Q4 2020, up 49% quarter-over-quarter.
  • 39 funds opened new Adamas Trust positions in Q4 2020 and 23 closed out, a net change of +16 holders.
  • The largest Adamas Trust buyer in Q4 2020 was Q Global Advisors, an estimated $6.74M added.
  • The largest Adamas Trust seller in Q4 2020 was EJF Capital, an estimated $10M sold.

Based on aggregated 13F filings for Q4 2020.