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Agree Realty
ADC

277 hedge funds and large institutions have $3.27B invested in Agree Realty in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

47% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 74

12% more funds holding

Funds holding: 247 → 277 (+30)

6.06% more ownership

Funds ownership: 103.8% → 109.86% (+6.1%)

3% more capital invested

Capital invested by funds: $3.19B → $3.27B (+$82.6M)

Holders
277
Holders Change
+30
Holders Change %
+12.15%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
109
Reduced
74
Closed
16
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$19K

Top Buyers

1
JG
Jefferies Group
New York
+$101M
2
ZP
Zimmer Partners
New York
+$78M
3
BlackRock
BlackRock
New York
+$30M
4
CS
Credit Suisse
Switzerland
+$28.3M
5
Goldman Sachs
Goldman Sachs
New York
+$27.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$183M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.4M
3
B
Barings
North Carolina
-$25.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.8M
5
State Street
State Street
Massachusetts
-$9.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
226
tru Independence
Oregon
$149K +$177K +2,400 New
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K – – –
HMS
228
Hanseatic Management Services
New Mexico
$139K -$20.7K -280 -12%
LIA
229
LS Investment Advisors
Michigan
$129K -$109K -1,479 -45%
QI
230
QS Investors
New York
$116K – – –
BAM
231
Belpointe Asset Management
Nevada
$114K +$120K +1,623 New
MOACM
232
Mutual of America Capital Management
New York
$107K -$2.43K -33 -2%
Bessemer Group
233
Bessemer Group
New Jersey
$91K – – –
QCG
234
Quadrant Capital Group
Ohio
$84K – – –
CAL
235
Capital Analysts LLC
Pennsylvania
$60K -$811 -11 -1%
GAM
236
Gemmer Asset Management
California
$60K – – –
Pacer Advisors
237
Pacer Advisors
Pennsylvania
$59K -$1.7K -23 -3%
CT
238
Caldwell Trust
Florida
$52.6K +$55.3K +750 New
PCG
239
Private Capital Group
Connecticut
$52K -$5.24K -71 -9%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$50K -$17.8M -241,692 -100%
RFM
241
Royal Fund Management
Florida
$49K – – –
EW
242
Evoke Wealth
California
$48.1K -$1.7K -23 -3%
SWA
243
Sutton Wealth Advisors
Florida
$47.8K – – –
LC
244
Lindbrook Capital
California
$43K – – –
GWM
245
Geneos Wealth Management
Colorado
$38K – – –
NFG
246
Next Financial Group
Texas
$33K +$11.9K +161 +51%
SSWG
247
Seven Springs Wealth Group
Tennessee
$33K +$34.4K +466 New
SPIA
248
Steward Partners Investment Advisory
New York
$27K – – –
GT
249
Glenmede Trust
Pennsylvania
$23K +$5.53K +75 +29%
GDP
250
Great Diamond Partners
Maine
$22K +$24K +325 New
8 9
10
11 12

ADC Hedge Fund Activity: Q4 2019 in Review

277 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q4 2019, worth a combined $3.27B — up 2.6% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ADC positions and 16 closed out — a net gain of 39 holders — while 109 added to existing stakes and 74 trimmed.

The largest buyer was Jefferies Group, adding an estimated $101M. The largest seller was Cohen & Steers, cutting an estimated $183M.

  • 277 institutional investors held Agree Realty (ADC) as of Q4 2019, up from 247 in Q3 2019.
  • Funds reported $3.27B of Agree Realty stock for Q4 2019, up 2.6% quarter-over-quarter.
  • 55 funds opened new Agree Realty positions in Q4 2019 and 16 closed out, a net change of +39 holders.
  • The largest Agree Realty buyer in Q4 2019 was Jefferies Group, an estimated $101M added.
  • The largest Agree Realty seller in Q4 2019 was Cohen & Steers, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2019.