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ADAM

Adamas Trust

241 hedge funds and large institutions have $787M invested in Adamas Trust in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 69

23% more call options, than puts

Call options by funds: $5.18M | Put options by funds: $4.2M

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

2% more funds holding

Funds holding: 237241 (+4)

2% more capital invested

Capital invested by funds: $770M → $787M (+$16.4M)

0.43% more ownership

Funds ownership: 13.64%14.06% (+0.43%)

Holders
241
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
90
Reduced
69
Closed
26
Calls
$5.18M
Puts
$4.2M
Net Calls
+$978K
Net Calls Change
-$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$241M -$6.4M -437,648 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.8M +$2.61M +178,739 +3%
State Street
3
State Street
Massachusetts
$54.2M +$4.18M +286,201 +9%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$51.3M +$11.7M +803,520 +30%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$25.1M +$1.04M +71,229 +4%
Invesco
6
Invesco
Georgia
$21.9M +$4.6M +314,753 +27%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$17.2M +$165K +11,304 +1%
Northern Trust
8
Northern Trust
Illinois
$15.6M -$305K -20,897 -2%
Charles Schwab
9
Charles Schwab
California
$14.9M +$520K +35,593 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$14.8M +$561K +38,374 +4%
EH
11
EMG Holdings
Connecticut
$12M -$2.4M -164,117 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.6M +$10.6M +724,575 New
First Trust Advisors
13
First Trust Advisors
Illinois
$10.5M +$891K +60,969 +9%
Morgan Stanley
14
Morgan Stanley
New York
$9.9M -$1.99M -135,940 -17%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$9.41M +$9.42M +644,356 New
Principal Financial Group
16
Principal Financial Group
Iowa
$9.25M -$94.3K -6,450 -1%
PPA
17
Parametric Portfolio Associates
Washington
$8.65M +$406K +27,777 +5%
GC
18
Gratia Capital
California
$8.62M
Bank of America
19
Bank of America
North Carolina
$8.6M -$38.4K -2,629 -0.4%
VanEck Associates
20
VanEck Associates
New York
$7.86M -$1.51M -103,093 -16%
Ameriprise
21
Ameriprise
Minnesota
$6.58M -$25.9K -1,770 -0.4%
QGA
22
Q Global Advisors
Texas
$6.57M +$3.24M +221,990 +97%
CHAM
23
Clear Harbor Asset Management
Connecticut
$6.33M +$822K +56,231 +15%
LSV Asset Management
24
LSV Asset Management
Illinois
$5.4M -$204K -13,925 -4%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$5.1M +$648K +44,302 +15%

ADAM Hedge Fund Activity: Q1 2022 in Review

241 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q1 2022, worth a combined $787M — up 2.1% from $770M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ADAM positions and 26 closed out — a net gain of 6 holders — while 90 added to existing stakes and 69 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $11.7M. The largest seller was BlackRock, cutting an estimated $6.4M.

  • 241 institutional investors held Adamas Trust (ADAM) as of Q1 2022, up from 237 in Q4 2021.
  • Funds reported $787M of Adamas Trust stock for Q1 2022, up 2.1% quarter-over-quarter.
  • 32 funds opened new Adamas Trust positions in Q1 2022 and 26 closed out, a net change of +6 holders.
  • The largest Adamas Trust buyer in Q1 2022 was Allspring Global Investments, an estimated $11.7M added.
  • The largest Adamas Trust seller in Q1 2022 was BlackRock, an estimated $6.4M sold.

Based on aggregated 13F filings for Q1 2022.