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Agree Realty
ADC
ADC
367 hedge funds and large institutions have $6.48B invested in Agree Realty in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 54 closing their positions.
New
Increased
Maintained
Reduced
Closed
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
39% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 112
23% more capital invested
Capital invested by funds: $5.27B → $6.48B (+$1.21B)
3.33% more ownership
Funds ownership: 99.08% → 102.41% (+3.3%)
0% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 54
1% less funds holding
Funds holding: 372 → 367 (-5)
53% less call options, than puts
Call options by funds: $3.96M | Put options by funds: $8.52M
Holders
367
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
54
Increased
156
Reduced
112
Closed
54
Calls
$3.96M
Puts
$8.52M
Net Calls
-$4.56M
Net Calls Change
-$266K
Top Buyers
| 1 |
ZP
Zimmer Partners
New York
|
+$171M |
| 2 |
JP Morgan Chase
New York
|
+$131M |
| 3 |
Morgan Stanley
New York
|
+$66.8M |
| 4 |
BlackRock
New York
|
+$46.4M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$41.7M |
Top Sellers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$74.8M |
| 2 |
GA
GRS Advisors
Chicago,
Illinois
|
-$30.2M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$26.6M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$22.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$21.5M |
