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Adams Diversified Equity Fund
ADX

Overview Fund Activity

104 hedge funds and large institutions have $307M invested in Adams Diversified Equity Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
19
Increased
42
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$5.99M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$1.41M
4
DBT
4
Dubuque Bank & Trust
Iowa
$8.98M
5
WAM
5
Weiss Asset Management
Massachusetts
$655K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.47M
2
KIM
2
Karpus Investment Management
New York
$38.7M
3
MC
3
Matisse Capital
Oregon
$3.23M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
WAM
5
Wolverine Asset Management
Illinois
$508K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$2.3M +$102K +6,782 +5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.27M +$376K +25,022 +20%
LCM
28
Landscape Capital Management
New Jersey
$2.04M +$453K +30,149 +29%
RCM
29
RB Capital Management
Nevada
$1.99M +$158K +10,520 +9%
Stifel Financial
30
Stifel Financial
Missouri
$1.88M +$72.6K +4,839 +4%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.81M +$277K +18,410 +18%
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$1.74M -$109K -7,227 -6%
6M
33
6 Meridian
Kansas
$1.71M +$1.71M +113,520 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.61M -$80.4K -5,350 -5%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$1.46M +$32K +2,126 +2%
DT
36
Diversified Trust
Tennessee
$1.41M +$108K +7,189 +8%
SG Americas Securities
37
SG Americas Securities
New York
$1.41M +$1.19M +79,074 +536%
UCI
38
Uncommon Cents Investing
Wisconsin
$1.39M +$1.39M +92,334 New
DADC
39
D.A. Davidson & Co
Montana
$1.21M +$66.2K +4,407 +6%
GEM
40
Global Endowment Management
North Carolina
$1.08M – – –
UBS Group
41
UBS Group
Switzerland
$1.03M +$13.8K +918 +1%
HighTower Advisors
42
HighTower Advisors
Illinois
$876K -$7.58K -507 -0.9%
CL
43
CSS LLC
Illinois
$820K +$62.8K +4,180 +8%
GC
44
Guggenheim Capital
Illinois
$754K +$61.8K +4,110 +9%
IA
45
IFP Advisors
Florida
$693K -$167K -11,109 -19%
WAM
46
Weiss Asset Management
Massachusetts
$655K +$655K +43,579 New
DA
47
Doliver Advisors
Texas
$576K -$1.28M -84,887 -69%
RJT
48
Raymond James Trust
Florida
$566K +$75.2K +5,000 +15%
CAN
49
Cetera Advisor Networks
California
$511K +$163K +10,815 +47%
WAM
50
Wolverine Asset Management
Illinois
$508K -$2.35M -156,708 -82%
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