ADX icon

Adams Diversified Equity Fund

113 hedge funds and large institutions have $280M invested in Adams Diversified Equity Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
31
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$351K +$31 +2 +0%
M&T Bank
52
M&T Bank
New York
$297K
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$296K +$112K +7,260 +61%
WB
54
WesBanco Bank
West Virginia
$295K
MFG
55
Merit Financial Group
Georgia
$292K
RFC
56
Regions Financial Corp
Alabama
$288K
Walleye Trading
57
Walleye Trading
New York
$274K -$18.6K -1,200 -6%
EAM
58
Evanson Asset Management
California
$271K
Walleye Capital
59
Walleye Capital
New York
$268K +$268K +17,300 New
IWA
60
Intercontinental Wealth Advisors
Texas
$266K -$4.64K -300 -2%
QCIG
61
Quad-Cities Investment Group
Iowa
$261K -$113K -7,277 -30%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$219K +$219K +14,192 New
IIC
63
Ironwood Investment Counsel
Arizona
$213K +$13.6K +883 +7%
SKK
64
Shepherd Kaplan Krochuk
Massachusetts
$210K +$210K +13,590 New
BSW
65
Buckingham Strategic Wealth
Missouri
$207K
AG
66
Advisor Group
Arizona
$200K +$1.24K +80 +0.6%
Truist Financial
67
Truist Financial
North Carolina
$196K
SCA
68
SMH Capital Advisors
Texas
$182K +$62 +4 +0%
US Bancorp
69
US Bancorp
Minnesota
$178K
HKIM
70
Hayek Kallen Investment Management
Alabama
$177K
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$168K +$168K +10,839 New
Franklin Resources
72
Franklin Resources
California
$166K
RGC
73
Roberts, Glore & Co
Illinois
$164K +$164K +10,614 New
MWM
74
MinichMacGregor Wealth Management
New York
$134K
GWM
75
Geneos Wealth Management
Colorado
$90K