Agree Realty
274 hedge funds and large institutions have $3.31B invested in Agree Realty in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 84 reducing their positions, and 44 closing their positions.
107% more call options, than puts
Call options by funds: $755K | Put options by funds: $364K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 84
7.28% more ownership
Funds ownership: 109.86% → 117.14% (+7.3%)
2% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 44
1% more capital invested
Capital invested by funds: $3.27B → $3.31B (+$35.4M)
1% less funds holding
Funds holding: 277 → 274 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$141M |
| 2 |
ZP
Zimmer Partners
New York
|
+$120M |
| 3 |
AAMU
APG Asset Management US
New York
|
+$87.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$84M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$96.3M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$28.6M |
| 3 |
Goldman Sachs
New York
|
-$24M |
| 4 |
Morgan Stanley
New York
|
-$16.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$11.7M |
ADC Hedge Fund Activity: Q1 2020 in Review
274 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Agree Realty (ADC) for Q1 2020, worth a combined $3.31B — up 1.1% from $3.27B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ADC positions and 44 closed out — a net gain of 1 holder — while 112 added to existing stakes and 84 trimmed.
The largest buyer was Citigroup, adding an estimated $141M. The largest seller was Jefferies Group, exiting entirely with an estimated $96.3M sold.
- 274 institutional investors held Agree Realty (ADC) as of Q1 2020, down from 277 in Q4 2019.
- Funds reported $3.31B of Agree Realty stock for Q1 2020, up 1.1% quarter-over-quarter.
- 45 funds opened new Agree Realty positions in Q1 2020 and 44 closed out, a net change of +1 holder.
- The largest Agree Realty buyer in Q1 2020 was Citigroup, an estimated $141M added.
- The largest Agree Realty seller in Q1 2020 was Jefferies Group, an estimated $96.3M sold.
Based on aggregated 13F filings for Q1 2020.