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Adams Diversified Equity Fund

89 hedge funds and large institutions have $300M invested in Adams Diversified Equity Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
7
Increased
34
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$366K 26,592 -4,328 -14%
RJT
52
Raymond James Trust
Florida
$360K 26,159
SCM
53
Saba Capital Management
New York
$330K 24,000 +24,000 New
PAG
54
Private Advisor Group
New Jersey
$326K 23,778 +5 +0%
CAN
55
Cetera Advisor Networks
California
$319K 23,153
BC
56
Bartlett & Co
Ohio
$312K 22,709 -7,291 -24%
Truist Financial
57
Truist Financial
North Carolina
$258K 18,755
WB
58
WesBanco Bank
West Virginia
$258K 18,823
M&T Bank
59
M&T Bank
New York
$249K 18,120 +5,636 +45%
ST
60
Sentinel Trust
Texas
$245K 17,800
EAM
61
Evanson Asset Management
California
$227K 16,476
OFG
62
OTA Financial Group
New York
$214K 15,635 +15,635 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$196K 14,296 +3,307 +30%
ASN
64
Advisory Services Network
Georgia
$185K 13,489 +13,489 New
US Bancorp
65
US Bancorp
Minnesota
$173K 12,599
TC
66
TFS Capital
Pennsylvania
$171K 12,468 -11,549 -48%
HKIM
67
Hayek Kallen Investment Management
Alabama
$157K 11,450
SG Americas Securities
68
SG Americas Securities
New York
$129K 9,411 +9,411 New
TWA
69
TCI Wealth Advisors
Arizona
$102K 7,421 +2,027 +38%
GWM
70
Geneos Wealth Management
Colorado
$90K 6,610
Citigroup
71
Citigroup
New York
$78K 5,703 +1,161 +26%
WT
72
Whittier Trust
California
$66K 4,805
MWM
73
MinichMacGregor Wealth Management
New York
$66K 4,862
WTB
74
Washington Trust Bank
Washington
$62K 4,506 -2 -0%
MMG
75
Monetary Management Group
Missouri
$57K 4,129