We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund
ADX

69 hedge funds and large institutions have $232M invested in Adams Diversified Equity Fund in 2013 Q2 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20.74% more ownership

Funds ownership: 0% → 20.74% (+21%)

Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
69
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$80K +$79.6K +6,653 New
MFS
52
MSI Financial Services
Massachusetts
$59K +$58.6K +4,900 New
Citigroup
53
Citigroup
New York
$44K +$44K +3,677 New
Creative Planning
54
Creative Planning
Kansas
$40K +$40.3K +3,372 New
WA
55
WFG Advisors
Texas
$38K +$38K +3,176 New
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$35K +$34.3K +2,865 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$29K +$29.8K +2,488 New
M&T Bank
58
M&T Bank
New York
$23K +$23K +1,922 New
RIA
59
Regal Investment Advisors
Michigan
$22K +$22.5K +1,881 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$21K +$20.6K +1,725 New
SSB
61
Sandy Spring Bank
Maryland
$19K +$18.7K +1,565 New
LWCFA
62
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$14.1K +1,180 New
WT
63
Whittier Trust
California
$14K +$14.3K +1,200 New
S
64
SignatureFD
Georgia
$12K +$12K +1,000 New
HI
65
Hudock Inc
Pennsylvania
$10K +$10.4K +866 New
TRCT
66
Tower Research Capital (TRC)
New York
$7K +$6.57K +549 New
Jones Financial Companies
67
Jones Financial Companies
Missouri
$6K +$5.98K +500 New
AIA
68
Alerus Investment Advisors
Minnesota
$6K +$5.99K +501 New
TWA
69
TCI Wealth Advisors
Arizona
$5K +$5.45K +456 New
JIC
70
Joel Isaacson & Co
New York
– +$359 +30 New
1 2
3

ADX Hedge Fund Activity: Q2 2013 in Review

69 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q2 2013, worth a combined $232M.

Buyers outnumbered sellers: 69 funds opened new ADX positions and 0 closed out — a net gain of 69 holders — while 0 added to existing stakes and 0 trimmed.

  • 69 institutional investors held Adams Diversified Equity Fund (ADX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $232M of Adams Diversified Equity Fund stock for Q2 2013.
  • 69 funds opened new Adams Diversified Equity Fund positions in Q2 2013 and 0 closed out, a net change of +69 holders.

Based on aggregated 13F filings for Q2 2013.