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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.

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
4
Increased
21
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$42K 3,373 +1 +0%
WA
52
WFG Advisors
Texas
$40K 3,190 +14 +0.4%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$30K 2,488
NHFG
54
New Harbor Financial Group
Massachusetts
$24K 1,900 +1,900 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$21K 1,725
SSB
56
Sandy Spring Bank
Maryland
$19K 1,565
RIA
57
Regal Investment Advisors
Michigan
$17K 1,355 -526 -28%
WT
58
Whittier Trust
California
$15K 1,200
LWCFA
59
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K 1,180
S
60
SignatureFD
Georgia
$12K 1,000
HI
61
Hudock Inc
Pennsylvania
$11K 866
AIA
62
Alerus Investment Advisors
Minnesota
$6K 501
NES
63
New England Securities
New York
$4K 286 +286 New
TWA
64
TCI Wealth Advisors
Arizona
$3K 458 +2 +0.4%
FAM
65
Formidable Asset Management
Ohio
$3K 265 +265 New
TRCT
66
Tower Research Capital (TRC)
New York
$1K 47 -502 -91%
MI
67
Mercer Investments
Massachusetts
-242,040 Closed
DGHMC
68
Dalton, Greiner, Hartman, Maher & Co
New York
-68,590 Closed
Jane Street
69
Jane Street
New York
-12,135 Closed
M&T Bank
70
M&T Bank
New York
-1,922 Closed
Jones Financial Companies
71
Jones Financial Companies
Missouri
-500 Closed
JIC
72
Joel Isaacson & Co
New York
-30 Closed
Geode Capital Management
73
Geode Capital Management
Massachusetts