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Adams Diversified Equity Fund

89 hedge funds and large institutions have $281M invested in Adams Diversified Equity Fund in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
15
Increased
24
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$1.74M -$173K -13,834 -9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.66M +$1.2M +94,698 +260%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.53M -$1.48M -116,774 -49%
MC
29
Matisse Capital
Oregon
$1.36M -$320K -25,305 -19%
Stifel Financial
30
Stifel Financial
Missouri
$1.35M +$1.03M +81,559 +323%
AA
31
Ancora Advisors
Ohio
$1.26M
Wells Fargo
32
Wells Fargo
California
$1.26M -$18.7K -1,481 -1%
CA
33
Cornerstone Advisors
North Carolina
$1.19M +$707K +55,874 +147%
SI
34
SII Investments
Wisconsin
$1.14M +$114K +9,050 +11%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.04M -$10.1K -798 -1%
BC
36
Brinker Capital
Pennsylvania
$1.04M +$1.04M +81,861 New
CRC
37
Curi RMB Capital
Illinois
$999K -$105K -8,328 -10%
PPA
38
Parametric Portfolio Associates
Washington
$910K -$1.74M -137,726 -66%
GEM
39
Global Endowment Management
North Carolina
$886K +$886K +70,000 New
UBS Group
40
UBS Group
Switzerland
$780K +$81.9K +6,476 +12%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$746K -$211K -16,695 -22%
DADC
42
D.A. Davidson & Co
Montana
$599K +$126 +10 +0%
PAG
43
Private Advisor Group
New Jersey
$574K -$2.68K -212 -0.5%
BC
44
Bartlett & Co
Ohio
$550K -$77.6K -6,142 -12%
GC
45
Guggenheim Capital
Illinois
$549K
TC
46
TFS Capital
Pennsylvania
$521K +$521K +41,210 New
MGIA
47
Moneta Group Investment Advisors
Missouri
$457K
Creative Planning
48
Creative Planning
Kansas
$345K -$31.8K -2,515 -8%
MFS
49
MSI Financial Services
Massachusetts
$333K -$34.9K -2,760 -9%
CAN
50
Cetera Advisor Networks
California
$312K -$21.9K -1,729 -7%