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Adams Diversified Equity Fund
ADX

Overview Fund Activity

166 hedge funds and large institutions have $397M invested in Adams Diversified Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+17
Holders Change %
+11.41%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
66
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$20.6M
2
SIA
2
Sit Investment Associates
Minnesota
$4.22M
3
Bank of America
3
Bank of America
North Carolina
$10.4M
4
AC
4
Almitas Capital
California
$1.22M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$17.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.2M
2
CCP
2
Clough Capital Partners
Massachusetts
$429K
3
CA
3
Cornerstone Advisors
North Carolina
$11.1M
4
DBT
4
Dubuque Bank & Trust
Iowa
$7.62M
5
Wells Fargo
5
Wells Fargo
California
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$2.96M +$695K +47,786 +31%
UCI
27
Uncommon Cents Investing
Wisconsin
$2.91M +$160K +11,014 +6%
KAS
28
Kestra Advisory Services
Texas
$2.89M -$400K -27,520 -12%
AAM
29
Advisors Asset Management
Colorado
$2.71M +$456K +31,345 +20%
RCM
30
RB Capital Management
Nevada
$2.53M +$182K +12,525 +8%
Stifel Financial
31
Stifel Financial
Missouri
$2.5M +$79.8K +5,486 +3%
GAI
32
General American Investors
New York
$2.47M – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$2.04M +$177K +12,156 +10%
AA
34
Ancora Advisors
Ohio
$2.02M -$5.86K -403 -0.3%
DADC
35
D.A. Davidson & Co
Montana
$2.02M +$3.9K +268 +0.2%
Wells Fargo
36
Wells Fargo
California
$1.99M -$1.32M -90,986 -40%
AA
37
AQR Arbitrage
Connecticut
$1.84M +$255K +17,563 +16%
CAN
38
Cetera Advisor Networks
California
$1.75M +$12.1K +831 +0.7%
AWM
39
Avior Wealth Management
Nebraska
$1.72M -$577K -39,681 -25%
LPL Financial
40
LPL Financial
California
$1.51M +$122K +8,381 +9%
SC
41
Stolper & Co
Oklahoma
$1.51M -$342K -23,491 -19%
TFCP
42
Twin Focus Capital Partners
Massachusetts
$1.44M – – –
ASN
43
Advisory Services Network
Georgia
$1.37M -$822K -56,532 -38%
DT
44
Diversified Trust
Tennessee
$1.28M +$72.7K +5,000 +6%
AC
45
Almitas Capital
California
$1.22M +$1.22M +84,247 New
HighTower Advisors
46
HighTower Advisors
Illinois
$1.05M +$21.6K +1,491 +2%
EC
47
Elequin Capital
New York
$1.01M +$1.01M +69,376 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$1M -$148K -10,151 -13%
RGC
49
Roberts, Glore & Co
Illinois
$995K +$142K +9,732 +17%
GEM
50
Global Endowment Management
North Carolina
$926K +$53.5K +3,677 +6%
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