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Adams Diversified Equity Fund

118 hedge funds and large institutions have $301M invested in Adams Diversified Equity Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
47
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCMC
51
Private Capital Management (Colorado)
Colorado
$479K 30,229
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$450K 28,510 -709 -2%
Walleye Capital
53
Walleye Capital
New York
$440K 27,885 +12,585 +82%
SA
54
Strategic Advisors
New York
$393K 24,938
XF
55
XML Financial
Maryland
$388K 24,575 +24,575 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$374K 23,735 -26,106 -52%
IAA
57
Independent Advisor Alliance
North Carolina
$341K 21,625 +21,625 New
PG
58
Prostatis Group
Maryland
$341K 21,611 +21,611 New
GC
59
Guggenheim Capital
Illinois
$336K 21,279 -991 -4%
PFO
60
Pathstone Family Office
New Jersey
$327K 2,074 +2,074 New
M&T Bank
61
M&T Bank
New York
$323K 20,498 +1,312 +7%
Creative Planning
62
Creative Planning
Kansas
$310K 19,687 +254 +1%
IIC
63
Ironwood Investment Counsel
Arizona
$309K 19,625 +855 +5%
IWA
64
Intercontinental Wealth Advisors
Texas
$303K 18,509 +1,309 +8%
WB
65
WesBanco Bank
West Virginia
$300K 19,027
RFC
66
Regions Financial Corp
Alabama
$299K 18,943 +295 +2%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$273K 17,322 +17,322 New
Ameriprise
68
Ameriprise
Minnesota
$270K 17,107 +4,900 +40%
JWCA
69
J.W. Cole Advisors
Florida
$262K 16,645 +16,645 New
Walleye Trading
70
Walleye Trading
New York
$257K 16,300 +800 +5%
BWA
71
Beam Wealth Advisors
Louisiana
$255K 16,173 +16,173 New
Truist Financial
72
Truist Financial
North Carolina
$251K 15,927 +3,240 +26%
SCA
73
SMH Capital Advisors
Texas
$214K 13,546 +513 +4%
BSW
74
Buckingham Strategic Wealth
Missouri
$211K 13,357
Citigroup
75
Citigroup
New York
$199K 12,596 +8,068 +178%