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Agree Realty
ADC

245 hedge funds and large institutions have $2.34B invested in Agree Realty in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

74% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 58

27% more capital invested

Capital invested by funds: $1.85B → $2.34B (+$490M)

10% more funds holding

Funds holding: 222 → 245 (+23)

3.22% more ownership

Funds ownership: 111.54% → 114.77% (+3.2%)

Holders
245
Holders Change
+23
Holders Change %
+10.36%
% of All Funds
5.46%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
101
Reduced
58
Closed
24
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$62.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$43.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.6M
4
BlackRock
BlackRock
New York
+$32.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$21.8M
2
Millennium Management
Millennium Management
New York
-$13.8M
3
Cohen & Steers
Cohen & Steers
New York
-$11.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$7.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
226
Ameritas Investment Company
Nebraska
$5K +$4.8K +84 New
LWM
227
Liberty Wealth Management
California
$5K +$5.2K +91 New
NFG
228
Next Financial Group
Texas
$4K +$3.66K +64 New
CAM
229
Cresset Asset Management
Illinois
$4K +$4.29K +75 New
AAMU
230
Amundi Asset Management US
Massachusetts
$3.44K -$727K -12,721 -18%
TWA
231
TCI Wealth Advisors
Arizona
$3K – – –
WTC
232
WhitTier Trust Company
Nevada
$3K +$3.03K +53 New
PA
233
Parallel Advisors
California
$2K -$2.86K -50 -52%
S
234
SignatureFD
Georgia
$2K -$286 -5 -11%
ASN
235
Advisory Services Network
Georgia
$2K – – –
PFBT
236
Parkside Financial Bank & Trust
Missouri
$2K – – –
VCM
237
Versant Capital Management
Arizona
$2K – – –
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
LFA
239
Legacy Financial Advisors
Kentucky
$2K +$1.83K +32 New
ESB
240
Essex Savings Bank
Connecticut
$2K +$2K +35 New
WA
241
WealthTrust-Arizona
Arizona
$1K +$572 +10 +100%
CFGS
242
Concourse Financial Group Securities
Alabama
$1K +$1.2K +21 New
BCA
243
Berman Capital Advisors
Georgia
$1K +$1.54K +27 New
Schroder Investment Management Group
244
Schroder Investment Management Group
United Kingdom
$221 – – –
GT
245
Glenmede Trust
Pennsylvania
$4 +$4.74K +83 New
Balyasny Asset Management
246
Balyasny Asset Management
Illinois
– -$10.2M -192,214 Closed
CIC
247
Cornercap Investment Counsel
Georgia
– -$1.08M -20,385 Closed
Tudor Investment Corp
248
Tudor Investment Corp
Connecticut
– -$1.04M -19,550 Closed
Arrowstreet Capital
249
Arrowstreet Capital
Massachusetts
– -$807K -15,200 Closed
OAM
250
Orinda Asset Management
California
– -$797K -15,000 Closed
7 8 9
10
11

ADC Hedge Fund Activity: Q4 2018 in Review

245 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2018, worth a combined $2.34B — up 27% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ADC positions and 24 closed out — a net gain of 24 holders — while 101 added to existing stakes and 58 trimmed.

The largest buyer was Invesco, adding an estimated $62.7M. The largest seller was Deutsche Bank, cutting an estimated $21.8M.

  • 245 institutional investors held Agree Realty (ADC) as of Q4 2018, up from 222 in Q3 2018.
  • Funds reported $2.34B of Agree Realty stock for Q4 2018, up 27% quarter-over-quarter.
  • 48 funds opened new Agree Realty positions in Q4 2018 and 24 closed out, a net change of +24 holders.
  • The largest Agree Realty buyer in Q4 2018 was Invesco, an estimated $62.7M added.
  • The largest Agree Realty seller in Q4 2018 was Deutsche Bank, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2018.