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Adams Diversified Equity Fund

158 hedge funds and large institutions have $626M invested in Adams Diversified Equity Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
61
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
26
RB Capital Management
Nevada
$3.23M +$104K +5,887 +3%
KAS
27
Kestra Advisory Services
Texas
$3.22M -$117K -6,602 -4%
GAI
28
General American Investors
New York
$3.01M
COLIM
29
City of London Investment Management
United Kingdom
$2.79M -$148K -8,365 -5%
KIM
30
Karpus Investment Management
New York
$2.75M +$2.75M +155,000 New
DADC
31
D.A. Davidson & Co
Montana
$2.47M +$15.4K +869 +0.6%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.21M +$119K +6,740 +6%
Wells Fargo
33
Wells Fargo
California
$2.19M -$716K -40,425 -25%
LPL Financial
34
LPL Financial
California
$2.02M +$159K +8,962 +9%
CAN
35
Cetera Advisor Networks
California
$1.99M -$24.6K -1,391 -1%
AA
36
Ancora Advisors
Ohio
$1.76M -$24.8K -1,400 -1%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.75M +$1.75M +98,915 New
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$1.72M +$109K +6,137 +7%
SC
39
Stolper & Co
Oklahoma
$1.69M +$48.4K +2,731 +3%
LCM
40
Landscape Capital Management
New Jersey
$1.68M +$1.33M +75,207 +381%
TFCP
41
Twin Focus Capital Partners
Massachusetts
$1.67M -$81.5K -4,600 -5%
DT
42
Diversified Trust
Tennessee
$1.61M
QC
43
Quantedge Capital
Singapore
$1.61M -$583K -32,900 -27%
RGC
44
Roberts, Glore & Co
Illinois
$1.46M +$173K +9,779 +13%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.39M -$2.1M -118,626 -60%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$1.29M +$372K +20,989 +41%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$1.28M +$581K +32,829 +84%
GEM
48
Global Endowment Management
North Carolina
$1.2M +$76.2K +4,302 +7%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$1.12M +$73.9K +4,172 +7%
AWA
50
ARQ Wealth Advisors
Arizona
$1.06M +$140K +7,888 +15%