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Adams Diversified Equity Fund

105 hedge funds and large institutions have $300M invested in Adams Diversified Equity Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
12
Increased
30
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CRC
51
Curi RMB Capital
Illinois
$325K -$113K -7,651 -26%
Creative Planning
52
Creative Planning
Kansas
$321K -$146K -9,858 -31%
WB
53
WesBanco Bank
West Virginia
$281K +$9.41K +637 +3%
MFG
54
Merit Financial Group
Georgia
$275K
M&T Bank
55
M&T Bank
New York
$270K +$1.77K +120 +0.7%
CCM
56
Covington Capital Management
California
$265K
Millennium Management
57
Millennium Management
New York
$258K -$125K -8,460 -33%
BCWM
58
Bartlett & Co Wealth Management
Ohio
$255K +$255K +17,284 New
BC
59
Bartlett & Co
Ohio
$255K -$19.1K -1,296 -7%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$255K -$14.9K -1,011 -6%
Walleye Trading
61
Walleye Trading
New York
$254K +$2.95K +200 +1%
EAM
62
Evanson Asset Management
California
$243K
FMBTD
63
First Midwest Bank Trust Division
Illinois
$230K
ASN
64
Advisory Services Network
Georgia
$212K +$943 +64 +0.4%
Truist Financial
65
Truist Financial
North Carolina
$199K
BSW
66
Buckingham Strategic Wealth
Missouri
$197K +$197K +13,357 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$182K -$16.9K -1,148 -9%
HKIM
68
Hayek Kallen Investment Management
Alabama
$169K
US Bancorp
69
US Bancorp
Minnesota
$157K
AG
70
Advisor Group
Arizona
$156K -$46.9K -3,169 -23%
SFPIA
71
Stevens First Principles Investment Advisors
California
$154K
APP
72
Avantax Planning Partners
Iowa
$152K
TWA
73
TCI Wealth Advisors
Arizona
$126K -$24.8K -1,671 -16%
WWM
74
Willingdon Wealth Management
North Carolina
$117K -$62K
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$105K +$58 +4 +0.1%