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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
AAMU
76
Amundi Asset Management US
Massachusetts
$4.88M -$282K -3,826 -5%
WBC
77
Westpac Banking Corp
Australia
$4.86M +$5.9K +80 +0.1%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$4.8M +$4.35M +59,017 +613%
Prudential Financial
79
Prudential Financial
New Jersey
$4.75M +$61.9K +839 +1%
HNB
80
Huntington National Bank
Ohio
$4.49M -$144K -1,957 -3%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$4.45M -$44.3K -601 -0.9%
Robeco Institutional Asset Management
82
Robeco Institutional Asset Management
Netherlands
$4.34M +$4.07M +55,127 +827%
Canada Life
83
Canada Life
Manitoba, Canada
$4.33M +$64.6K +876 +1%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$4.33M -$99K -1,342 -2%
SEI Investments
85
SEI Investments
Pennsylvania
$3.4M -$1.72M -23,362 -32%
BCP
86
Blue Chip Partners
Michigan
$3.37M +$173K +2,340 +5%
Renaissance Technologies
87
Renaissance Technologies
New York
$3.14M +$3.3M +44,800 New
Comerica Bank
88
Comerica Bank
Texas
$3.14M +$27.1K +367 +0.9%
SOADOR
89
State of Alaska Department of Revenue
Alaska
$3.07M +$593K +8,040 +22%
MWNA
90
Marshall Wace North America
New York
$3.02M +$3.17M +42,940 New
VRS
91
Virginia Retirement Systems
Virginia
$2.99M -$538K -7,300 -15%
Citigroup
92
Citigroup
New York
$2.93M -$2.38M -32,323 -44%
OAM
93
Oxford Asset Management
United Kingdom
$2.92M +$3.07M +41,583 New
First Trust Advisors
94
First Trust Advisors
Illinois
$2.9M +$1.93M +26,227 +173%
MPM
95
Meritage Portfolio Management
Kansas
$2.86M -$40.1K -544 -1%
PSUF
96
People's United Financial
Connecticut
$2.85M -$504K -6,829 -14%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$2.75M +$769K +10,418 +36%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$2.71M +$311K +4,214 +12%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$2.69M -$332K -4,500 -11%
MNG
100
Manning & Napier Group
New York
$2.64M – – –
2 3
4
5 6

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.