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Adams Diversified Equity Fund
ADX

69 hedge funds and large institutions have $232M invested in Adams Diversified Equity Fund in 2013 Q2 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20.74% more ownership

Funds ownership: 0% → 20.74% (+21%)

Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
69
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.18M +$1.18M +98,999 New
U
27
UBS
Switzerland
$1.18M +$1.18M +98,725 New
AA
28
Ancora Advisors
Ohio
$1.09M +$1.09M +91,510 New
DA
29
Doliver Advisors
Texas
$1.07M +$1.07M +89,289 New
SG Americas Securities
30
SG Americas Securities
New York
$842K +$841K +70,316 New
DGHMC
31
Dalton, Greiner, Hartman, Maher & Co
New York
$820K +$820K +68,590 New
GC
32
Guggenheim Capital
Illinois
$797K +$797K +66,615 New
PPA
33
Parametric Portfolio Associates
Washington
$707K +$707K +59,088 New
LPL Financial
34
LPL Financial
California
$601K +$601K +50,268 New
SI
35
SII Investments
Wisconsin
$578K +$574K +47,990 New
WB
36
WesBanco Bank
West Virginia
$455K +$454K +37,979 New
VAM
37
Visium Asset Management
New York
$380K +$379K +31,725 New
DADC
38
D.A. Davidson & Co
Montana
$325K +$326K +27,225 New
SFPIA
39
Stevens First Principles Investment Advisors
California
$258K +$258K +21,588 New
Chevy Chase Trust
40
Chevy Chase Trust
Maryland
$257K +$257K +21,475 New
WS
41
Wedbush Securities
California
$215K +$215K +17,965 New
US Bancorp
42
US Bancorp
Minnesota
$212K +$212K +17,701 New
SFS
43
Shaker Financial Services
Virginia
$188K +$188K +15,700 New
KeyBank National Association
44
KeyBank National Association
Ohio
$178K +$178K +14,890 New
Ameriprise
45
Ameriprise
Minnesota
$168K +$168K +14,031 New
Jane Street
46
Jane Street
New York
$145K +$145K +12,135 New
HKIM
47
Hayek Kallen Investment Management
Alabama
$137K +$137K +11,450 New
WTNA
48
Wilmington Trust National Association
Delaware
$131K +$131K +10,984 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$129K +$129K +10,783 New
KCG
50
Knight Capital Group
$126K +$126K +10,560 New
1
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3

ADX Hedge Fund Activity: Q2 2013 in Review

69 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q2 2013, worth a combined $232M.

Buyers outnumbered sellers: 69 funds opened new ADX positions and 0 closed out — a net gain of 69 holders — while 0 added to existing stakes and 0 trimmed.

  • 69 institutional investors held Adams Diversified Equity Fund (ADX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $232M of Adams Diversified Equity Fund stock for Q2 2013.
  • 69 funds opened new Adams Diversified Equity Fund positions in Q2 2013 and 0 closed out, a net change of +69 holders.

Based on aggregated 13F filings for Q2 2013.