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ADAM

Adamas Trust

233 hedge funds and large institutions have $877M invested in Adamas Trust in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $5.86M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

1% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 80

1% more funds holding

Funds holding: 231233 (+2)

0.07% more ownership

Funds ownership: 13.5%13.57% (+0.07%)

4% less capital invested

Capital invested by funds: $914M → $877M (-$36.6M)

Holders
233
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
81
Reduced
80
Closed
18
Calls
$13.5M
Puts
$5.86M
Net Calls
+$7.68M
Net Calls Change
+$8.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$288M -$5.95M -341,765 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$105M -$850K -48,828 -0.8%
State Street
3
State Street
Massachusetts
$56.6M +$31K +1,782 +0.1%
Wells Fargo
4
Wells Fargo
California
$42.9M +$11.3M +650,041 +35%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$29.1M +$452K +25,995 +2%
Northern Trust
6
Northern Trust
Illinois
$18.1M -$359K -20,614 -2%
DFG
7
Delphi Financial Group
Delaware
$17.3M -$11.5M -662,500 -40%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.2M +$312K +17,946 +2%
Charles Schwab
9
Charles Schwab
California
$15.9M +$469K +26,965 +3%
Morgan Stanley
10
Morgan Stanley
New York
$12.1M -$3.92M -225,427 -24%
Two Sigma Investments
11
Two Sigma Investments
New York
$11.8M +$3.01M +172,915 +33%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$11.8M +$4.34M +249,375 +56%
Invesco
13
Invesco
Georgia
$11.7M +$2.44M +140,281 +26%
VanEck Associates
14
VanEck Associates
New York
$11.3M -$1.13M -64,725 -9%
Principal Financial Group
15
Principal Financial Group
Iowa
$11.2M -$207K -11,904 -2%
Bank of America
16
Bank of America
North Carolina
$11M +$568K +32,629 +5%
CS
17
Credit Suisse
Switzerland
$10.6M -$1.03M -59,294 -9%
PPA
18
Parametric Portfolio Associates
Washington
$9.88M +$163K +9,366 +2%
GC
19
Gratia Capital
California
$9.31M +$6.1M +350,462 +179%
Goldman Sachs
20
Goldman Sachs
New York
$8.26M +$4.15M +238,324 +97%
EH
21
EMG Holdings
Connecticut
$7.67M +$7.83M +449,932 New
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$7.47M +$7.63M +438,427 New
LSV Asset Management
23
LSV Asset Management
Illinois
$7.26M -$98.7K -5,675 -1%
GLA
24
Great Lakes Advisors
Illinois
$7.05M -$324K -18,630 -4%
Ameriprise
25
Ameriprise
Minnesota
$7.01M -$241K -13,838 -3%

ADAM Hedge Fund Activity: Q3 2021 in Review

233 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q3 2021, worth a combined $877M — down 4% from $914M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ADAM positions and 18 closed out — a net gain of 6 holders — while 81 added to existing stakes and 80 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.3M. The largest seller was Delphi Financial Group, cutting an estimated $11.5M.

  • 233 institutional investors held Adamas Trust (ADAM) as of Q3 2021, up from 231 in Q2 2021.
  • Funds reported $877M of Adamas Trust stock for Q3 2021, down 4% quarter-over-quarter.
  • 24 funds opened new Adamas Trust positions in Q3 2021 and 18 closed out, a net change of +6 holders.
  • The largest Adamas Trust buyer in Q3 2021 was Wells Fargo, an estimated $11.3M added.
  • The largest Adamas Trust seller in Q3 2021 was Delphi Financial Group, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2021.