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Agree Realty

325 hedge funds and large institutions have $5.44B invested in Agree Realty in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
53
Increased
127
Reduced
110
Closed
43
Calls
$3.45M
Puts
$3.45M
Net Calls
+$1K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
251
First Trust Direct Indexing
Massachusetts
$216K -$3.22K -45 -1%
CA
252
CoreCap Advisors
Michigan
$215K +$215K +3,013 New
HW
253
Hancock Whitney
Mississippi
$210K -$7.49K -105 -3%
ECM
254
Evergreen Capital Management
Washington
$205K +$205K +2,872 New
HFG
255
Heron Financial Group
New York
$200K
ED
256
Exane Derivatives
France
$184K +$176K +2,463 +2,260%
CI
257
Clal Insurance
Israel
$166K +$166K +2,317 New
PO
258
Private Ocean
California
$151K +$1.43K +20 +1%
JIR
259
James Investment Research
Ohio
$150K
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K -$286 -4 -0.2%
EVM
261
Eaton Vance Management
Massachusetts
$141K +$12.4K +173 +10%
SOW
262
State of Wyoming
Wyoming
$139K +$31.7K +444 +30%
Lazard Asset Management
263
Lazard Asset Management
New York
$139K +$107K +1,499 +332%
CFD
264
Creative Financial Designs
Indiana
$122K +$8.12K +114 +7%
Mitsubishi UFJ Trust & Banking
265
Mitsubishi UFJ Trust & Banking
Japan
$117K +$20.6K +288 +21%
MA
266
Montag & Associates
Georgia
$97K
Simplex Trading
267
Simplex Trading
Illinois
$96K +$95K +1,334 +9,529%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$81K -$38.5K -547 -32%
GCM
269
Gables Capital Management
Florida
$78K
Fidelity Investments
270
Fidelity Investments
Massachusetts
$72K +$15K +210 +26%
SWA
271
Sutton Wealth Advisors
Florida
$71.9K +$1.14K +16 +2%
WT
272
Washington Trust
Rhode Island
$71K
GAM
273
Gemmer Asset Management
California
$61K
QCG
274
Quadrant Capital Group
Ohio
$56K -$1.94K -27 -3%
PCG
275
Private Capital Group
Connecticut
$51K