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Adams Diversified Equity Fund

81 hedge funds and large institutions have $271M invested in Adams Diversified Equity Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
0%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
9
Increased
27
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$213K +$37.5K +2,689 +21%
M&T Bank
52
M&T Bank
New York
$190K +$195 +14 +0.1%
RJT
53
Raymond James Trust
Florida
$174K
EAM
54
Evanson Asset Management
California
$172K
HKIM
55
Hayek Kallen Investment Management
Alabama
$160K
RTS
56
Round Table Services
New Jersey
$158K
AIG
57
American International Group
New York
$156K +$54.6K +3,910 +54%
US Bancorp
58
US Bancorp
Minnesota
$150K +$12.6K +901 +9%
DBT
59
Dubuque Bank & Trust
Iowa
$148K +$116K +8,289 +358%
KAM
60
Keeley Asset Management
Illinois
$140K +$140K +10,000 New
NHFG
61
New Harbor Financial Group
Massachusetts
$99K -$4.88K -350 -5%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$79K +$34.8K +2,489 +79%
BCA
63
Bray Capital Advisors
Florida
$73K +$73K +5,223 New
Citigroup
64
Citigroup
New York
$58K -$15.5K -1,113 -21%
WTB
65
Washington Trust Bank
Washington
$56K
MMG
66
Monetary Management Group
Missouri
$51K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$35K
IWM
68
Integrated Wealth Management
California
$33K
S
69
SignatureFD
Georgia
$31K
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$30K
AA
71
Apriem Advisors
California
$28K +$28K +2,000 New
SSB
72
Sandy Spring Bank
Maryland
$22K
SA
73
SRH Advisors
Kansas
$21K +$2.82K +204 +16%
RIA
74
Regal Investment Advisors
Michigan
$20K +$27 +2 +0.1%
WT
75
Whittier Trust
California
$17K