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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
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$2.62M +$1.26M +17,148 +85%
Squarepoint
102
Squarepoint
New York
$2.49M +$1.47M +19,976 +129%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$2.46M +$2.58M +34,982 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.26M +$2.37M +32,178 New
AIG
105
American International Group
New York
$2.26M +$120K +1,628 +5%
KOCAA
106
Knights of Columbus Asset Advisors
Connecticut
$2.23M +$2.34M +31,712 New
RCAMU
107
Rothschild & Co Asset Management US
Connecticut
$2.22M -$623K -8,443 -21%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$2.07M +$1.65M +22,364 +311%
Stifel Financial
109
Stifel Financial
Missouri
$2.07M -$99.4K -1,347 -4%
TPSF
110
Texas Permanent School Fund
Texas
$2.04M +$33K +447 +2%
Victory Capital Management
111
Victory Capital Management
Texas
$2.04M +$1.1M +14,962 +106%
ASRS
112
Arizona State Retirement System
Arizona
$1.99M -$1.55M -21,007 -43%
AG
113
Aperio Group
California
$1.97M -$93.2K -1,264 -4%
Nomura Asset Management
114
Nomura Asset Management
Japan
$1.93M +$60.5K +820 +3%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$1.81M -$309K -4,185 -14%
AG
116
Algert Global
California
$1.8M +$1.9M +25,700 New
VOYA Investment Management
117
VOYA Investment Management
Georgia
$1.76M +$605K +8,198 +48%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.68M +$34.2K +464 +2%
SI
119
Stephens Inc
Arkansas
$1.6M +$75.3K +1,021 +5%
LI
120
Leap Investments
Illinois
$1.59M +$760K +10,300 +84%
IA
121
IndexIQ Advisors
New York
$1.58M -$134K -1,814 -7%
ETC
122
Exchange Traded Concepts
Oklahoma
$1.47M +$1.55M +20,976 New
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$1.46M +$122K +1,648 +9%
MSL
124
Mackay Shields LLC
New York
$1.43M +$1.5M +20,400 New
US Bancorp
125
US Bancorp
Minnesota
$1.41M -$110K -1,491 -7%
3 4
5
6 7

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.