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Agree Realty
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Overview Fund Activity

275 hedge funds and large institutions have $3.31B invested in Agree Realty in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 84 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
6.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
46
Increased
113
Reduced
84
Closed
44
Calls
$755K
Puts
$364K
Net Calls
+$391K
Net Calls Change
+$138K

Top Buyers

1
Citigroup
1
Citigroup
New York
$125M
2
ZP
2
Zimmer Partners
New York
$170M
3
AAMU
3
APG Asset Management US
New York
$76.1M
4
Invesco
4
Invesco
Georgia
$264M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$439M

Top Sellers

1
JG
1
Jefferies Group
New York
$0
2
CS
2
Credit Suisse
Switzerland
$4.04M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.07M
5
Bank of America
5
Bank of America
North Carolina
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
76
Robeco Institutional Asset Management
Netherlands
$3.83M – – –
GC
77
Guggenheim Capital
Illinois
$3.78M +$3.78M +61,121 New
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$3.56M -$258K -4,162 -7%
SEI Investments
79
SEI Investments
Pennsylvania
$3.52M +$515K +8,313 +17%
CTA
80
Carillon Tower Advisers
Florida
$3.51M -$1.06M -17,200 -23%
AAMU
81
Amundi Asset Management US
Massachusetts
$3.48M -$827K -13,367 -19%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$3.2M +$491K +7,937 +18%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$3.07M +$685K +11,064 +29%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$2.77M +$344K +5,551 +14%
WBC
85
Westpac Banking Corp
Australia
$2.75M -$1.54M -24,860 -36%
Comerica Bank
86
Comerica Bank
Texas
$2.75M +$235K +3,860 +9%
BCP
87
Blue Chip Partners
Michigan
$2.7M -$275K -4,448 -9%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$2.63M -$9.88M -159,641 -79%
CIMLRA
89
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.6M +$2.6M +42,000 New
RCAMU
90
Rothschild & Co Asset Management US
Connecticut
$2.57M +$613K +9,899 +31%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$2.5M +$673K +10,872 +37%
MPAM
92
Monarch Partners Asset Management
Massachusetts
$2.5M +$2.5M +40,408 New
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$2.44M +$272K +4,400 +13%
TPSF
94
Texas Permanent School Fund
Texas
$2.4M +$603K +9,744 +34%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$2.37M – – –
Bank of America
96
Bank of America
North Carolina
$2.36M -$10.2M -165,024 -81%
MNG
97
Manning & Napier Group
New York
$2.32M -$9.28K -150 -0.4%
WG
98
Winton Group
United Kingdom
$2.17M -$2.2M -35,468 -50%
MIM
99
Monashee Investment Management
Massachusetts
$2.17M +$2.17M +35,000 New
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$2.11M -$201K -3,242 -9%
2 3
4
5 6