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Adams Diversified Equity Fund
ADX

Overview Fund Activity

149 hedge funds and large institutions have $366M invested in Adams Diversified Equity Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
18
Increased
49
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$62.3M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$11.8M
3
CCP
3
Clough Capital Partners
Massachusetts
$2.98M
4
AWM
4
Avior Wealth Management
Nebraska
$2.3M
5
WAM
5
Wolverine Asset Management
Illinois
$2.27M

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$31K
2
CA
2
Cornerstone Advisors
North Carolina
$12.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.17M
4
NI
4
NFC Investments
Tennessee
$0
5
Wells Fargo
5
Wells Fargo
California
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
26
FCA Corp
Texas
$2.83M +$47.4K +3,251 +2%
UCI
27
Uncommon Cents Investing
Wisconsin
$2.76M -$14.1K -969 -0.5%
GAI
28
General American Investors
New York
$2.47M – – –
Stifel Financial
29
Stifel Financial
Missouri
$2.43M +$309K +21,228 +15%
RCM
30
RB Capital Management
Nevada
$2.38M -$40.6K -2,753 -2%
AWM
31
Avior Wealth Management
Nebraska
$2.3M +$2.3M +158,059 +139,875%
WAM
32
Wolverine Asset Management
Illinois
$2.27M +$1.84M +126,670 +431%
AAM
33
Advisors Asset Management
Colorado
$2.26M +$4.44K +305 +0.2%
ASN
34
Advisory Services Network
Georgia
$2.19M +$448K +30,758 +26%
AA
35
Ancora Advisors
Ohio
$2.03M +$97.6K +6,701 +5%
DADC
36
D.A. Davidson & Co
Montana
$2.02M +$44.1K +3,029 +2%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.86M +$37.4K +2,563 +2%
SC
38
Stolper & Co
Oklahoma
$1.85M +$51.5K +3,534 +3%
CAN
39
Cetera Advisor Networks
California
$1.74M -$13.9K -952 -0.8%
AA
40
AQR Arbitrage
Connecticut
$1.59M +$413K +28,343 +35%
TFCP
41
Twin Focus Capital Partners
Massachusetts
$1.44M -$244K -16,722 -14%
LPL Financial
42
LPL Financial
California
$1.39M -$324K -22,275 -19%
H6H
43
Hightower 6M Holding
Kansas
$1.23M +$1.23M +84,320 New
DT
44
Diversified Trust
Tennessee
$1.21M – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$1.15M -$41K -2,814 -3%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.03M +$68.5K +4,709 +7%
9WM
47
9258 Wealth Management
Ohio
$903K -$50.3K -3,450 -5%
CIA
48
Capital Investment Advisors
Georgia
$900K -$76.5K -5,254 -8%
GEM
49
Global Endowment Management
North Carolina
$874K – – –
RGC
50
Roberts, Glore & Co
Illinois
$855K -$27.4K -1,883 -3%
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