Adams Diversified Equity Fund
139 hedge funds and large institutions have $484M invested in Adams Diversified Equity Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 13 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 31
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
7% more capital invested
Capital invested by funds: $450M → $484M (+$33.4M)
3% more funds holding
Funds holding: 135 → 139 (+4)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.19% less ownership
Funds ownership: 22.35% → 22.16% (-0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$4.51M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.05M |
| 4 |
6M
6 Meridian
Wichita,
Kansas
|
+$3.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$16M |
| 2 |
QC
Quantedge Capital
Singapore
|
-$4.33M |
| 3 |
Cohen & Steers
New York
|
-$2.33M |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$1.73M |
| 5 |
Morgan Stanley
New York
|
-$1.17M |
ADX Hedge Fund Activity: Q2 2021 in Review
139 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q2 2021, worth a combined $484M — up 7.4% from $450M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ADX positions and 13 closed out — a net gain of 5 holders — while 46 added to existing stakes and 31 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $4.51M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $16M sold.
- 139 institutional investors held Adams Diversified Equity Fund (ADX) as of Q2 2021, up from 135 in Q1 2021.
- Funds reported $484M of Adams Diversified Equity Fund stock for Q2 2021, up 7.4% quarter-over-quarter.
- 18 funds opened new Adams Diversified Equity Fund positions in Q2 2021 and 13 closed out, a net change of +5 holders.
- The largest Adams Diversified Equity Fund buyer in Q2 2021 was Cornerstone Advisors, an estimated $4.51M added.
- The largest Adams Diversified Equity Fund seller in Q2 2021 was Sit Investment Associates, an estimated $16M sold.
Based on aggregated 13F filings for Q2 2021.