ADX icon

Adams Diversified Equity Fund

89 hedge funds and large institutions have $315M invested in Adams Diversified Equity Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
9
Increased
34
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KLI
26
Kelman-Lazarov Inc
Tennessee
$2.26M -$22.2K -1,551 -1%
Wells Fargo
27
Wells Fargo
California
$1.84M +$192K +13,444 +12%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$1.82M +$48.2K +3,376 +3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$1.81M
DA
30
Doliver Advisors
Texas
$1.79M -$75.7K -5,300 -4%
RCM
31
RB Capital Management
Nevada
$1.77M -$4.42K -309 -0.2%
AA
32
Ancora Advisors
Ohio
$1.74M
ZIG
33
Zuckerman Investment Group
Illinois
$1.73M +$203K +14,235 +13%
CRC
34
Curi RMB Capital
Illinois
$1.64M +$427K +29,874 +35%
SI
35
SII Investments
Wisconsin
$1.48M -$50.2K -3,518 -3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.48M +$1.48M +103,210 New
Stifel Financial
37
Stifel Financial
Missouri
$1.39M +$26.1K +1,837 +2%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.39M +$32.4K +2,269 +2%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$1.37M +$188K +13,174 +16%
DT
40
Diversified Trust
Tennessee
$1.24M
GEM
41
Global Endowment Management
North Carolina
$1.19M
GC
42
Guggenheim Capital
Illinois
$1.06M +$156K +10,920 +17%
DADC
43
D.A. Davidson & Co
Montana
$1.06M +$83K +5,809 +8%
UBS Group
44
UBS Group
Switzerland
$969K -$9.01K -631 -0.9%
HighTower Advisors
45
HighTower Advisors
Illinois
$880K -$29.3K -2,045 -3%
CL
46
CSS LLC
Illinois
$720K
IA
47
IFP Advisors
Florida
$677K +$4.83K +338 +0.7%
Millennium Management
48
Millennium Management
New York
$665K +$665K +46,567 New
MGIA
49
Moneta Group Investment Advisors
Missouri
$516K
WA
50
WFG Advisors
Texas
$448K +$448K +31,363 New