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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
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$987K – – –
FNBOO
152
First National Bank of Omaha
Nebraska
$985K +$27.7K +376 +3%
B
153
Barings
North Carolina
$969K -$25.8M -350,162 -96%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$922K +$193K +2,623 +25%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$904K -$94K -1,274 -9%
MERSOM
156
Municipal Employees' Retirement System of Michigan
Michigan
$901K +$18.4K +250 +2%
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$853K +$36.9K +500 +4%
HIM
158
Hillsdale Investment Management
Ontario, Canada
$779K +$819K +11,100 New
FWIA
159
Fort Washington Investment Advisors
Ohio
$730K +$51.6K +700 +7%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$694K -$1.14M -15,397 -61%
Federated Hermes
161
Federated Hermes
Pennsylvania
$685K +$436K +5,914 +154%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$677K -$68.8K -933 -9%
B
163
Bailard
California
$659K +$111K +1,500 +19%
ACI
164
AMP Capital Investors
Australia
$658K – – –
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$635K -$4.91M -66,586 -88%
Mitsubishi UFJ Asset Management
166
Mitsubishi UFJ Asset Management
Japan
$634K +$58.7K +796 +10%
PAMU
167
Pictet Asset Management (UK)
United Kingdom
$632K +$664K +9,000 New
CC
168
Centiva Capital
New York
$587K +$617K +8,360 New
SG Americas Securities
169
SG Americas Securities
New York
$556K +$128K +1,736 +28%
GKIM
170
GW&K Investment Management
Massachusetts
$555K -$34.7K -471 -6%
PRC
171
Pearl River Capital
Michigan
$550K +$565K +7,658 +4,327%
XK
172
Xact Kapitalforvaltning
Sweden
$543K – – –
Creative Planning
173
Creative Planning
Kansas
$532K +$12.6K +171 +2%
Daiwa Securities Group
174
Daiwa Securities Group
Japan
$526K – – –
BAM
175
Blueshift Asset Management
New Jersey
$512K +$245K +3,324 +84%
5 6
7
8 9

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.