Agree Realty
361 hedge funds and large institutions have $6.38B invested in Agree Realty in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 84 reducing their positions, and 34 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 84
71% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 34
48% more call options, than puts
Call options by funds: $3.94M | Put options by funds: $2.66M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more funds holding
Funds holding: 340 → 361 (+21)
3.71% more ownership
Funds ownership: 114.8% → 118.51% (+3.7%)
3% more capital invested
Capital invested by funds: $6.22B → $6.38B (+$158M)
Top Buyers
| 1 |
BlackRock
New York
|
+$74.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$60M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$55.6M |
| 4 |
CCM
CAAS Capital Management
New York
|
+$48.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$42.7M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$84M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$26.8M |
| 3 |
Cohen & Steers
New York
|
-$16.2M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$16.1M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$15.5M |
ADC Hedge Fund Activity: Q3 2022 in Review
361 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q3 2022, worth a combined $6.38B — up 2.5% from $6.22B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new ADC positions and 34 closed out — a net gain of 24 holders — while 171 added to existing stakes and 84 trimmed.
The largest buyer was BlackRock, adding an estimated $74.6M. The largest seller was Morgan Stanley, cutting an estimated $84M.
- 361 institutional investors held Agree Realty (ADC) as of Q3 2022, up from 340 in Q2 2022.
- Funds reported $6.38B of Agree Realty stock for Q3 2022, up 2.5% quarter-over-quarter.
- 58 funds opened new Agree Realty positions in Q3 2022 and 34 closed out, a net change of +24 holders.
- The largest Agree Realty buyer in Q3 2022 was BlackRock, an estimated $74.6M added.
- The largest Agree Realty seller in Q3 2022 was Morgan Stanley, an estimated $84M sold.
Based on aggregated 13F filings for Q3 2022.