Adams Diversified Equity Fund
89 hedge funds and large institutions have $263M invested in Adams Diversified Equity Fund in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 13 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 11
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
5% more funds holding
Funds holding: 85 → 89 (+4)
5% more capital invested
Capital invested by funds: $252M → $263M (+$11.3M)
0.97% more ownership
Funds ownership: 20.52% → 21.5% (+0.97%)
Top Buyers
Top Sellers
ADX Hedge Fund Activity: Q4 2015 in Review
89 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2015, worth a combined $263M — up 4.5% from $252M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ADX positions and 13 closed out — a net gain of 4 holders — while 44 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $3.18M. The largest seller was Lazard Asset Management, cutting an estimated $8.2M.
- 89 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2015, up from 85 in Q3 2015.
- Funds reported $263M of Adams Diversified Equity Fund stock for Q4 2015, up 4.5% quarter-over-quarter.
- 17 funds opened new Adams Diversified Equity Fund positions in Q4 2015 and 13 closed out, a net change of +4 holders.
- The largest Adams Diversified Equity Fund buyer in Q4 2015 was Shaker Financial Services, an estimated $3.18M added.
- The largest Adams Diversified Equity Fund seller in Q4 2015 was Lazard Asset Management, an estimated $8.2M sold.
Based on aggregated 13F filings for Q4 2015.