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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
SAM
26
Securian Asset Management
Minnesota
$17.2M -$1.1M -19,260 -6%
EAM
27
Eagle Asset Management
Florida
$16.8M +$15.5K +271 +0.1%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$16.7M -$4.45M -77,924 -22%
Norges Bank
29
Norges Bank
Norway
$16.5M +$9.67M +169,236 +154%
AllianceBernstein
30
AllianceBernstein
Tennessee
$16.1M +$12.2M +213,265 +359%
Wells Fargo
31
Wells Fargo
California
$15.7M +$4.81M +84,215 +47%
MPAM
32
Monarch Partners Asset Management
Massachusetts
$14.6M +$14.1M +247,099 New
TCIM
33
TIAA CREF Investment Management
New York
$14.3M +$1.53M +26,846 +13%
Ameriprise
34
Ameriprise
Minnesota
$12.9M +$2.19M +38,309 +21%
TCM
35
Tributary Capital Management
Nebraska
$12.7M +$12.2M +214,111 New
Goldman Sachs
36
Goldman Sachs
New York
$11.8M -$554K -9,697 -5%
Charles Schwab
37
Charles Schwab
California
$11.1M +$1.02M +17,813 +10%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$10.3M +$7.73M +135,148 +341%
Legal & General Group
39
Legal & General Group
United Kingdom
$10.2M +$658K +11,511 +7%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$9.05M -$66.2K -1,158 -0.8%
Renaissance Technologies
41
Renaissance Technologies
New York
$8.8M +$8.25M +144,314 +3,137%
SMDAM
42
Sumitomo Mitsui DS Asset Management
Japan
$8.33M +$8.05M +140,863 New
BNP Paribas Asset Management
43
BNP Paribas Asset Management
France
$8.28M +$7.98M +139,680 New
Morgan Stanley
44
Morgan Stanley
New York
$8.25M -$1.78M -31,173 -18%
SEI Investments
45
SEI Investments
Pennsylvania
$8.15M +$666K +11,658 +8%
Franklin Resources
46
Franklin Resources
California
$7.76M -$395K -6,911 -5%
KCM
47
Kennedy Capital Management
Missouri
$7.56M -$15K -262 -0.2%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$7.54M +$1.44M +25,221 +25%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$7.36M -$727K -12,727 -9%
CM
50
Castleark Management
Illinois
$6.72M +$6.5M +113,756 New
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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.