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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
AQR Capital Management
126
AQR Capital Management
Connecticut
$1.38M -$35.3K -478 -2%
ECM
127
ExodusPoint Capital Management
New York
$1.38M +$1.2M +16,238 +473%
RA
128
RMR Advisors
Massachusetts
$1.35M – – –
JMPWA
129
JP Morgan Private Wealth Advisors
California
$1.32M +$120K +1,627 +9%
DCM
130
Dupont Capital Management
Delaware
$1.29M +$1.36M +18,390 New
MIM
131
MetLife Investment Management
New Jersey
$1.26M – – –
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$1.23M -$54.7K -742 -4%
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$1.21M -$67.9K -920 -5%
VI
134
Vestcor Inc
New Brunswick, Canada
$1.2M +$1.26M +17,046 New
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$1.19M +$1.25M +16,954 New
AAM
136
Advisors Asset Management
Colorado
$1.18M -$37K -502 -3%
GCP
137
GSA Capital Partners
United Kingdom
$1.17M +$551K +7,472 +82%
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
$1.15M +$1.21M +16,421 New
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$1.14M +$91K +1,233 +8%
TYCC
140
Texas Yale Capital Corp
Florida
$1.11M – – –
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$1.09M -$343K -4,652 -23%
LCM
142
Laurion Capital Management
New York
$1.06M +$1.11M +15,100 New
MSA
143
Mason Street Advisors
Wisconsin
$1.04M +$38.6K +523 +4%
AUB
144
Atlantic Union Bankshares
Virginia
$1.04M – – –
Macquarie Group
145
Macquarie Group
Australia
$1.03M -$224K -3,043 -17%
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$1.01M -$76K -1,030 -7%
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.01M +$10.6K +144 +1%
AAM
148
Azzad Asset Management
Virginia
$1M -$19.5K -265 -2%
PI
149
PineBridge Investments
New York
$990K -$848K -11,501 -45%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$989K – – –
4 5
6
7 8

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.