Adams Diversified Equity Fund
66 hedge funds and large institutions have $234M invested in Adams Diversified Equity Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 6 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
1% more capital invested
Capital invested by funds: $232M → $234M (+$2.07M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.41% less ownership
Funds ownership: 20.74% → 20.33% (-0.41%)
4% less funds holding
Funds holding: 69 → 66 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
Top Sellers
ADX Hedge Fund Activity: Q3 2013 in Review
66 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q3 2013, worth a combined $234M — up 0.89% from $232M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ADX and 4 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 21 added.
The largest buyer was Karpus Investment Management, adding an estimated $1.15M. The largest seller was Mercer Investments, exiting entirely with an estimated $2.9M sold.
- 66 institutional investors held Adams Diversified Equity Fund (ADX) as of Q3 2013, down from 69 in Q2 2013.
- Funds reported $234M of Adams Diversified Equity Fund stock for Q3 2013, up 0.89% quarter-over-quarter.
- 4 funds opened new Adams Diversified Equity Fund positions in Q3 2013 and 6 closed out, a net change of -2 holders.
- The largest Adams Diversified Equity Fund buyer in Q3 2013 was Karpus Investment Management, an estimated $1.15M added.
- The largest Adams Diversified Equity Fund seller in Q3 2013 was Mercer Investments, an estimated $2.9M sold.
Based on aggregated 13F filings for Q3 2013.