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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
Swiss National Bank
76
Swiss National Bank
Switzerland
$3.25M +$51.4K +900 +2%
ASRS
77
Arizona State Retirement System
Arizona
$3.14M +$462K +8,086 +18%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$3.1M +$361K +6,313 +14%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$3.08M +$381K +6,658 +15%
Canada Life
80
Canada Life
Manitoba, Canada
$2.99M +$381K +6,667 +14%
3C
81
361 Capital
Colorado
$2.95M +$2.85M +49,909 New
AAM
82
Advisors Asset Management
Colorado
$2.86M -$404K -7,075 -13%
TIAAOA
83
Teachers Insurance & Annuity Association of America
New York
$2.75M +$393K +6,869 +17%
PSUF
84
People's United Financial
Connecticut
$2.71M +$2.61M +45,747 New
BCP
85
Blue Chip Partners
Michigan
$2.64M -$49.3K -862 -2%
CIM
86
Centersquare Investment Management
Pennsylvania
$2.42M +$2.34M +41,000 New
CM
87
Crestline Management
Texas
$2.42M -$2.46M -43,018 -51%
MNG
88
Manning & Napier Group
New York
$2.27M -$10.3K -180 -0.5%
Comerica Bank
89
Comerica Bank
Texas
$2.19M +$239K +4,185 +14%
Sumitomo Mitsui Trust Group
90
Sumitomo Mitsui Trust Group
Japan
$2.18M +$240K +4,198 +13%
California Public Employees Retirement System
91
California Public Employees Retirement System
California
$2.1M -$149K -2,600 -7%
Citigroup
92
Citigroup
New York
$2.06M -$44K -770 -2%
NC
93
Northpointe Capital
Michigan
$2.04M -$3.76M -65,734 -66%
Stifel Financial
94
Stifel Financial
Missouri
$1.77M +$14.8K +259 +0.9%
Barclays
95
Barclays
United Kingdom
$1.77M -$855K -14,966 -33%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$1.75M -$229K -4,000 -12%
CEP
97
Chicago Equity Partners
Illinois
$1.7M +$1.64M +28,770 New
SI
98
Stephens Inc
Arkansas
$1.68M -$126K -2,201 -7%
IA
99
IndexIQ Advisors
New York
$1.57M +$1.52M +26,579 New
AIG
100
American International Group
New York
$1.54M +$133K +2,335 +10%
2 3
4
5 6

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.