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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
PA
201
Profund Advisors
Maryland
$296K +$6.57K +89 +2%
NGA
202
Naples Global Advisors
Florida
$293K -$3.69K -50 -1%
QT
203
Quantamental Technologies
New York
$285K +$26.3K +357 +10%
PHK
204
Point72 Hong Kong
Hong Kong
$272K +$265K +3,589 +1,255%
P
205
Pitcairn
Pennsylvania
$269K +$23.7K +321 +9%
SCM
206
Shelton Capital Management
Colorado
$263K – – –
NPF
207
Norris Perne & French
Michigan
$253K -$18.4K -250 -6%
AIP
208
Ameritas Investment Partners
Nebraska
$252K +$12.8K +173 +5%
VF
209
Virtu Financial
New York
$248K +$260K +3,530 New
CIP
210
Cornerstone Investment Partners
Georgia
$244K +$256K +3,474 New
HFG
211
Heron Financial Group
New York
$237K +$229K +3,100 New
BC
212
Brinker Capital
Pennsylvania
$231K +$22.9K +311 +10%
ED
213
Exane Derivatives
France
$225K +$223K +3,021 +4,443%
CCP
214
Clarkston Capital Partners
Michigan
$225K – – –
Neuberger Berman Group
215
Neuberger Berman Group
New York
$224K -$40.7K -552 -15%
NAM
216
Nissay Asset Management
Japan
$220K +$12K +163 +5%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$214K +$225K +3,056 New
LBD
218
Landsberg Bennett & Dubbaneh
Florida
$208K – – –
JWCA
219
J.W. Cole Advisors
Florida
$208K +$218K +2,959 New
KeyBank National Association
220
KeyBank National Association
Ohio
$207K +$218K +2,954 New
DekaBank Deutsche Girozentrale
221
DekaBank Deutsche Girozentrale
Germany
$206K +$220K +2,989 New
OAM
222
Oppenheimer Asset Management
New York
$204K -$315K -4,274 -60%
MFG
223
Magnus Financial Group
New York
$201K – – –
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$201K +$6.93K +94 +3%
LTFS
225
Ladenburg Thalmann Financial Services
Florida
$162K +$12.9K +175 +8%
7 8
9
10 11

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.