ADC icon

Agree Realty

222 hedge funds and large institutions have $1.85B invested in Agree Realty in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
94
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
201
Proficio Capital Partners
Massachusetts
$13K
SIM
202
Sonora Investment Management
Arizona
$11K +$11K +200 New
SF
203
Synovus Financial
Georgia
$10K
PCG
204
Private Capital Group
Connecticut
$10K +$1.8K +34 +22%
JA
205
JOYN Advisors
Georgia
$8K +$1.62K +30 +25%
TDC
206
Thompson Davis & Co
Virginia
$7K
SIS
207
Sound Income Strategies
Florida
$7K
PMFA
208
Plante Moran Financial Advisors
Michigan
$6K
CG
209
Cutler Group
California
$5K
PA
210
Parallel Advisors
California
$5K +$677 +13 +16%
WAM
211
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.5K +29 +43%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$4.04K
SFM
213
Signet Financial Management
New Jersey
$4K +$3.07K +53 +331%
TWA
214
TCI Wealth Advisors
Arizona
$3K -$3K
Loomis, Sayles & Company
215
Loomis, Sayles & Company
Massachusetts
$2K -$3.05K -61 -60%
S
216
SignatureFD
Georgia
$2K -$1.87K -43 -48%
PFBT
217
Parkside Financial Bank & Trust
Missouri
$2K
ASN
218
Advisory Services Network
Georgia
$2K
VCM
219
Versant Capital Management
Arizona
$2K +$292 +7 +17%
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$1K
WA
221
WealthTrust-Arizona
Arizona
$1K +$1K +10 New
DWM
222
Destination Wealth Management
California
$1K +$1K +17 New
ED
223
Exane Derivatives
France
$104
PSUF
224
People's United Financial
Connecticut
-$2.26M -42,793 Closed
UOC
225
UBS O'Connor
Illinois
-$1.94M -36,700 Closed