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Agree Realty

240 hedge funds and large institutions have $2.8B invested in Agree Realty in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
96
Reduced
77
Closed
32
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$264K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$74K -$103K -1,500 -58%
MOACM
202
Mutual of America Capital Management
New York
$74K +$15.5K +225 +27%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$68K +$3.42K +49 +5%
PHK
204
Point72 Hong Kong
Hong Kong
$63K +$63K +912 New
CAL
205
Capital Analysts LLC
Pennsylvania
$60K +$344 +5 +0.6%
SWA
206
Sutton Wealth Advisors
Florida
$47.2K
TRCT
207
Tower Research Capital (TRC)
New York
$46K +$46K +658 New
MWNA
208
Marshall Wace North America
New York
$42K -$7.62M -108,909 -99%
LC
209
Lindbrook Capital
California
$37K
PCG
210
Private Capital Group
Connecticut
$32K +$3.56K +51 +13%
DSI
211
Daiwa SB Investments
Japan
$29K +$5.52K +80 +24%
CG
212
Cutler Group
California
$20K +$20K +300 New
IWP
213
Icon Wealth Partners
Texas
$19K +$19K +277 New
PCP
214
Proficio Capital Partners
Massachusetts
$17K +$340 +5 +2%
SF
215
Synovus Financial
Georgia
$12K
HR
216
Howe & Rusling
New York
$11K -$6.33K -95 -37%
HGWM
217
Harvest Group Wealth Management
Massachusetts
$10K +$10K +149 New
RCAG
218
Rehmann Capital Advisory Group
Michigan
$7.3K
PMFA
219
Plante Moran Financial Advisors
Michigan
$7K -$1.4K -20 -17%
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$7K
AIM
221
Advantage Investment Management
Iowa
$6K -$42.5K -651 -88%
LWM
222
Liberty Wealth Management
California
$6K
CAM
223
Cresset Asset Management
Illinois
$5K
TWA
224
TCI Wealth Advisors
Arizona
$4K -$3K
CAW
225
Cornerstone Advisors (Washington)
Washington
$4K +$4K +56 New