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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
FC
176
FORA Capital
Florida
$511K +$537K +7,285 New
MC
177
Miles Capital
Iowa
$509K -$3.39K -46 -0.6%
SCM
178
Symons Capital Management
Pennsylvania
$505K -$3.25K -44 -0.6%
AB
179
Amalgamated Bank
New York
$495K +$91.8K +1,244 +21%
EGM
180
Engineers Gate Manager
New York
$486K +$511K +6,927 New
Capital Fund Management (CFM)
181
Capital Fund Management (CFM)
France
$484K +$509K +6,900 New
QSS
182
Quantitative Systematic Strategies
Florida
$481K +$506K +6,857 New
AA
183
AlphaMark Advisors
Kentucky
$476K – – –
ProShare Advisors
184
ProShare Advisors
Maryland
$476K +$77.5K +1,050 +18%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$454K +$478K +6,477 New
ECM
186
Everence Capital Management
Indiana
$451K – – –
DTL
187
Dynamic Technology Lab
Singapore
$439K +$51K +692 +12%
MFWM
188
Motley Fool Wealth Management
Virginia
$433K +$30.1K +408 +7%
CCIA
189
Campbell & Co Investment Adviser
Maryland
$432K +$88.9K +1,205 +24%
Voloridge Investment Management
190
Voloridge Investment Management
Florida
$425K -$1.11M -15,114 -71%
SCM
191
Stevens Capital Management
Pennsylvania
$412K +$78.9K +1,069 +22%
AG
192
Advisor Group
Arizona
$407K -$63.4K -859 -13%
SFA
193
Sequoia Financial Advisors
Ohio
$396K +$416K +5,646 New
PI
194
Putnam Investments
Massachusetts
$356K +$374K +5,072 New
SWP
195
Stratos Wealth Partners
Ohio
$352K -$36.9K -500 -9%
BBHC
196
Brown Brothers Harriman & Co
New York
$350K – – –
CGH
197
Crossmark Global Holdings
Texas
$345K -$212K -2,880 -37%
VIA
198
Vident Investment Advisory
Georgia
$340K +$358K +4,851 New
TC
199
Telemus Capital
Michigan
$305K – – –
M&T Bank
200
M&T Bank
New York
$301K +$35.9K +487 +13%
6 7
8
9 10

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.