Agree Realty
137 hedge funds and large institutions have $311M invested in Agree Realty in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 14 closing their positions.
7% more capital invested
Capital invested by funds: $292M → $311M (+$19.3M)
3% more call options, than puts
Call options by funds: $109K | Put options by funds: $106K
2% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 49
0.84% more ownership
Funds ownership: 67.62% → 68.46% (+0.84%)
7% less funds holding
Funds holding: 147 → 137 (-10)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
Top Sellers
ADC Hedge Fund Activity: Q1 2014 in Review
137 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q1 2014, worth a combined $311M — up 6.6% from $292M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ADC and 7 opened new positions — a net loss of 7 holders — while 49 trimmed existing stakes and 50 added.
The largest buyer was Millennium Management, adding an estimated $7.26M. The largest seller was Securian Asset Management, cutting an estimated $5M.
- 137 institutional investors held Agree Realty (ADC) as of Q1 2014, down from 147 in Q4 2013.
- Funds reported $311M of Agree Realty stock for Q1 2014, up 6.6% quarter-over-quarter.
- 7 funds opened new Agree Realty positions in Q1 2014 and 14 closed out, a net change of -7 holders.
- The largest Agree Realty buyer in Q1 2014 was Millennium Management, an estimated $7.26M added.
- The largest Agree Realty seller in Q1 2014 was Securian Asset Management, an estimated $5M sold.
Based on aggregated 13F filings for Q1 2014.