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Adams Diversified Equity Fund

108 hedge funds and large institutions have $286M invested in Adams Diversified Equity Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
35
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCIG
51
Quad-Cities Investment Group
Iowa
$349K -$16K -1,106 -4%
Creative Planning
52
Creative Planning
Kansas
$327K +$21.7K +1,502 +7%
PAG
53
Private Advisor Group
New Jersey
$279K +$53.6K +3,714 +24%
M&T Bank
54
M&T Bank
New York
$277K
WB
55
WesBanco Bank
West Virginia
$275K
Walleye Trading
56
Walleye Trading
New York
$273K -$8.67K -600 -3%
MFG
57
Merit Financial Group
Georgia
$272K
RFC
58
Regions Financial Corp
Alabama
$269K +$56K +3,884 +26%
EAM
59
Evanson Asset Management
California
$253K
IWA
60
Intercontinental Wealth Advisors
Texas
$253K +$48.4K +3,350 +24%
TWA
61
TCI Wealth Advisors
Arizona
$222K +$767 +53 +0.3%
BSW
62
Buckingham Strategic Wealth
Missouri
$193K
Millennium Management
63
Millennium Management
New York
$190K +$190K +13,162 New
TRCT
64
Tower Research Capital (TRC)
New York
$188K +$188K +13,040 New
IIC
65
Ironwood Investment Counsel
Arizona
$186K +$186K +12,897 New
AG
66
Advisor Group
Arizona
$185K -$256K -17,762 -58%
Truist Financial
67
Truist Financial
North Carolina
$183K -$10.9K -757 -6%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$172K -$5.46K -377 -3%
SCA
69
SMH Capital Advisors
Texas
$170K +$15.8K +1,092 +10%
US Bancorp
70
US Bancorp
Minnesota
$167K +$13.3K +921 +9%
HKIM
71
Hayek Kallen Investment Management
Alabama
$165K
Franklin Resources
72
Franklin Resources
California
$155K
MWM
73
MinichMacGregor Wealth Management
New York
$133K +$133K +120,897 New
GWM
74
Geneos Wealth Management
Colorado
$84K
SFPIA
75
Stevens First Principles Investment Advisors
California
$79K -$72 -5 -0.1%