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Adams Diversified Equity Fund

85 hedge funds and large institutions have $252M invested in Adams Diversified Equity Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
11
Increased
25
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
26
SII Investments
Wisconsin
$878K +$119K +9,300 +16%
CA
27
Cornerstone Advisors
North Carolina
$781K -$2.69M -210,744 -77%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$747K -$1.71M
First Manhattan
29
First Manhattan
New York
$685K
LCM
30
Landscape Capital Management
New Jersey
$635K -$46.4K -3,633 -7%
BC
31
Bartlett & Co
Ohio
$631K -$21.9K -1,717 -3%
SFS
32
Shaker Financial Services
Virginia
$620K +$620K +48,650 New
HSBC Holdings
33
HSBC Holdings
United Kingdom
$580K -$331K -26,000 -36%
DADC
34
D.A. Davidson & Co
Montana
$562K +$61.3K +4,809 +12%
GC
35
Guggenheim Capital
Illinois
$529K -$82.1K -6,440 -13%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$526K +$526K +41,244 New
DA
37
Doliver Advisors
Texas
$522K +$274K +21,495 +110%
Goldman Sachs
38
Goldman Sachs
New York
$503K -$180K -14,129 -26%
PAG
39
Private Advisor Group
New Jersey
$489K +$48.1K +3,775 +11%
MGIA
40
Moneta Group Investment Advisors
Missouri
$461K +$461K +36,139 New
Stifel Financial
41
Stifel Financial
Missouri
$384K +$3.26K +256 +0.9%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$381K +$62.5K +4,902 +20%
VKH
43
Virtu KCG Holdings
New York
$359K +$101K +7,888 +39%
MFS
44
MSI Financial Services
Massachusetts
$342K -$6.78K -532 -2%
Creative Planning
45
Creative Planning
Kansas
$323K -$15.6K -1,221 -5%
RBC
46
Ronald Blue & Co
Georgia
$320K
SFPIA
47
Stevens First Principles Investment Advisors
California
$303K
UBS Group
48
UBS Group
Switzerland
$295K +$27.6K +2,158 +10%
CAN
49
Cetera Advisor Networks
California
$285K -$116K -9,106 -29%
AIG
50
American International Group
New York
$284K +$142K +11,118 +100%