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Adams Diversified Equity Fund

83 hedge funds and large institutions have $271M invested in Adams Diversified Equity Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
13
Increased
41
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$1.12M -$1.3M -95,070 -54%
LPL Financial
27
LPL Financial
California
$1.1M -$87.9K -6,425 -7%
Wells Fargo
28
Wells Fargo
California
$1.06M -$28.2K -2,063 -3%
B
29
Baird
Wisconsin
$1.05M +$1.05M +76,471 New
DA
30
Doliver Advisors
Texas
$997K -$1.27M -92,712 -56%
SG Americas Securities
31
SG Americas Securities
New York
$965K +$552K +40,313 +134%
HighTower Advisors
32
HighTower Advisors
Illinois
$810K +$810K +59,223 New
SI
33
SII Investments
Wisconsin
$798K +$89K +6,490 +13%
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$707K
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$705K +$76.6K +5,600 +12%
BC
36
Bartlett & Co
Ohio
$700K -$63.2K -4,615 -8%
GC
37
Guggenheim Capital
Illinois
$692K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$638K +$55.6K +4,061 +10%
GIA
39
Guyasuta Investment Advisors
Pennsylvania
$601K +$601K +43,935 New
CAN
40
Cetera Advisor Networks
California
$495K -$336K -24,428 -40%
LCM
41
Landscape Capital Management
New Jersey
$471K +$164K +12,016 +54%
DADC
42
D.A. Davidson & Co
Montana
$459K +$2.16K +158 +0.5%
UBS Group
43
UBS Group
Switzerland
$449K +$449K +32,777 New
MIG
44
Mariner Investment Group
New York
$388K +$388K +28,346 New
WB
45
WesBanco Bank
West Virginia
$358K
RBC
46
Ronald Blue & Co
Georgia
$344K
SFPIA
47
Stevens First Principles Investment Advisors
California
$325K +$19.4K +1,414 +6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$275K +$3.46K +253 +1%
VKH
49
Virtu KCG Holdings
New York
$269K -$988K -72,297 -79%
Creative Planning
50
Creative Planning
Kansas
$257K +$8.4K +615 +3%