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Adams Diversified Equity Fund
ADX

Overview Fund Activity

169 hedge funds and large institutions have $552M invested in Adams Diversified Equity Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.45%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
25
Increased
47
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Landscape Capital Management
New Jersey
$8.9M
2
JRCM
2
Jones Road Capital Management
New York
$8.09M
3
SFS
3
Shaker Financial Services
Virginia
$4.45M
4
WIA
4
World Investment Advisors
California
$1.64M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$6.35M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$138M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$61.5M
3
AW
3
Atlas Wealth
Ohio
$0
4
1CP
4
1607 Capital Partners
Virginia
$12.8M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
26
RB Capital Management
Nevada
$4.1M 188,472 +3,227 +2%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$3.95M 183,191 +40,497 +28%
FC
28
FCA Corp
Texas
$3.7M 171,613 -56,580 -25%
IWC
29
Integrated Wealth Concepts
Massachusetts
$3.13M 145,157 -48,968 -25%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.07M 142,362 +3,047 +2%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.98M 138,188 +1,459 +1%
Wells Fargo
32
Wells Fargo
California
$2.95M 136,789 +7,382 +6%
GAI
33
General American Investors
New York
$2.83M 131,124 -38,695 -23%
DADC
34
D.A. Davidson & Co
Montana
$2.75M 127,381 -9,885 -7%
LPL Financial
35
LPL Financial
California
$2.66M 123,212 +5,887 +5%
DCM
36
Delta Capital Management
New Jersey
$2.27M 105,476 – –
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$2.18M 101,313 +2,051 +2%
PWA
38
Providence Wealth Advisors
Illinois
$2.15M 98,953 – –
SC
39
Stolper & Co
Oklahoma
$1.96M 90,658 -2,485 -3%
RGC
40
Roberts, Glore & Co
Illinois
$1.9M 87,917 +4,523 +5%
Millennium Management
41
Millennium Management
New York
$1.74M 80,896 +4,135 +5%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.69M 78,257 +1,017 +1%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$1.68M 78,006 -508,770 -87%
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$1.68M 77,883 -29,462 -27%
WIA
45
World Investment Advisors
California
$1.64M 76,141 +76,141 New
AWA
46
ARQ Wealth Advisors
Arizona
$1.55M 72,344 +3,350 +5%
GEM
47
Global Endowment Management
North Carolina
$1.5M 69,383 +1,404 +2%
AA
48
Ancora Advisors
Ohio
$1.43M 66,233 -27,373 -29%
DT
49
Diversified Trust
Tennessee
$1.38M 64,058 -26,957 -30%
CIA
50
Capital Investment Advisors
Georgia
$1.29M 59,748 -36 -0.1%
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