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Adams Diversified Equity Fund

104 hedge funds and large institutions have $307M invested in Adams Diversified Equity Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
19
Increased
42
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$475K +$83.1K +5,528 +21%
CRC
52
Curi RMB Capital
Illinois
$446K -$813K -54,140 -65%
SFS
53
Shaker Financial Services
Virginia
$440K -$61.1K -4,067 -12%
Millennium Management
54
Millennium Management
New York
$389K +$152K +10,083 +64%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$386K +$133K +8,892 +53%
MFG
56
Merit Financial Group
Georgia
$280K +$280K +18,665 New
BC
57
Bartlett & Co
Ohio
$279K -$19.3K -1,287 -6%
WB
58
WesBanco Bank
West Virginia
$277K
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$276K +$42.5K +2,821 +18%
M&T Bank
60
M&T Bank
New York
$273K
CCM
61
Covington Capital Management
California
$270K
EAM
62
Evanson Asset Management
California
$248K
FMBTD
63
First Midwest Bank Trust Division
Illinois
$234K
ASN
64
Advisory Services Network
Georgia
$215K +$11.6K +770 +6%
LNC
65
Lincoln National Corp
Pennsylvania
$211K +$211K +14,071 New
AG
66
Advisor Group
Arizona
$206K +$68.3K +4,550 +50%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$203K +$39.4K +2,623 +24%
Truist Financial
68
Truist Financial
North Carolina
$202K -$79.8K -5,310 -28%
HKIM
69
Hayek Kallen Investment Management
Alabama
$172K
PAG
70
Private Advisor Group
New Jersey
$170K -$196K -12,739 -54%
US Bancorp
71
US Bancorp
Minnesota
$160K +$8.41K +558 +6%
SFPIA
72
Stevens First Principles Investment Advisors
California
$156K
APP
73
Avantax Planning Partners
Iowa
$155K +$155K +10,299 New
TWA
74
TCI Wealth Advisors
Arizona
$153K +$40.6K +2,702 +36%
OTC
75
Opera Trading Capital
France
$149K