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Agree Realty
ADC

Overview Fund Activity

190 hedge funds and large institutions have $1.25B invested in Agree Realty in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
4.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
92
Reduced
42
Closed
20
Calls
$3.28M
Puts
$2.23M
Net Calls
+$1.04M
Net Calls Change
+$763K

Top Buyers

1
BlackRock
1
BlackRock
New York
$200M
2
EAM
2
Eagle Asset Management
Florida
$15.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.5M
4
B
4
Barings
North Carolina
$26.6M
5
TCIM
5
TIAA CREF Investment Management
New York
$13M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.3M
2
Deutsche Bank
2
Deutsche Bank
Germany
$107M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$0
5
ESCM
5
Echo Street Capital Management
New York
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$188K – – –
Schroder Investment Management Group
152
Schroder Investment Management Group
United Kingdom
$185K +$185K +3,744 New
PI
153
PineBridge Investments
New York
$174K +$5.29K +108 +3%
EP
154
Elkfork Partners
Oregon
$158K +$17.3K +352 +12%
CG
155
Cutler Group
California
$156K +$152K +3,111 +4,321%
Victory Capital Management
156
Victory Capital Management
Texas
$147K +$89.2K +1,815 +154%
TRCT
157
Tower Research Capital (TRC)
New York
$138K +$138K +2,815 New
Daiwa Securities Group
158
Daiwa Securities Group
Japan
$133K +$4.93K +100 +4%
RCM
159
Riverhead Capital Management
Delaware
$132K +$15.7K +319 +13%
LIA
160
LS Investment Advisors
Michigan
$125K +$28.9K +591 +30%
HR
161
Howe & Rusling
New York
$118K – – –
TAM
162
Tyers Asset Management
Texas
$115K +$12.6K +256 +12%
AIP
163
Ameritas Investment Partners
Nebraska
$106K – – –
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$102K – – –
SMG
165
Spectrum Management Group
Indiana
$98K +$98K +2,000 New
IIC
166
Integrated Investment Consultants
Michigan
$96K – – –
GAM
167
Gemmer Asset Management
California
$90K – – –
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$78K +$8.22K +167 +12%
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$74K +$58K +1,175 +364%
MA
170
MUFG Americas
New York
$38K +$844 +17 +2%
IA
171
IFP Advisors
Florida
$37K – – –
CAL
172
Capital Analysts LLC
Pennsylvania
$36K +$293 +6 +0.8%
SWA
173
Sutton Wealth Advisors
Florida
$33.4K – – –
QCG
174
Quadrant Capital Group
Ohio
$30K +$1.84K +40 +7%
NIT
175
NumerixS Investment Technologies
British Columbia, Canada
$29K -$312K -6,400 -92%
5 6
7
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