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Agree Realty
ADC

Overview Fund Activity

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
Holders
245
Holders Change
+23
Holders Change %
+10.36%
% of All Funds
5.47%
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

1
Invesco
1
Invesco
Georgia
$85.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$245M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68M
4
BlackRock
4
BlackRock
New York
$341M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$56.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$76.3M
2
Millennium Management
2
Millennium Management
New York
$375K
3
Cohen & Steers
3
Cohen & Steers
New York
$239M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Ameritas Investment Company
Nebraska
$5K +$5K +84 New
LWM
227
Liberty Wealth Management
California
$5K +$5K +91 New
NFG
228
Next Financial Group
Texas
$4K +$4K +64 New
CAM
229
Cresset Asset Management
Illinois
$4K +$4K +75 New
AAMU
230
Amundi Asset Management US
Massachusetts
$3.44K -$752 -12,721 -18%
TWA
231
TCI Wealth Advisors
Arizona
$3K -$3K – –
WTC
232
WhitTier Trust Company
Nevada
$3K +$3K +53 New
PA
233
Parallel Advisors
California
$2K -$2.17K -50 -52%
S
234
SignatureFD
Georgia
$2K -$244 -5 -11%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
VCM
236
Versant Capital Management
Arizona
$2K – – –
ASN
237
Advisory Services Network
Georgia
$2K – – –
PFBT
238
Parkside Financial Bank & Trust
Missouri
$2K – – –
LFA
239
Legacy Financial Advisors
Kentucky
$2K +$2K +32 New
ESB
240
Essex Savings Bank
Connecticut
$2K +$2K +35 New
WA
241
WealthTrust-Arizona
Arizona
$1K +$500 +10 +100%
CFGS
242
Concourse Financial Group Securities
Alabama
$1K +$1K +21 New
BCA
243
Berman Capital Advisors
Georgia
$1K +$1K +27 New
Schroder Investment Management Group
244
Schroder Investment Management Group
United Kingdom
$221 – – –
GT
245
Glenmede Trust
Pennsylvania
$4 +$4 +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