ADX icon

Adams Diversified Equity Fund

123 hedge funds and large institutions have $251M invested in Adams Diversified Equity Fund in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
35
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
51
Ancora Advisors
Ohio
$532K -$37.8K -3,000 -7%
RJT
52
Raymond James Trust
Florida
$473K +$31.5K +2,500 +7%
CAN
53
Cetera Advisor Networks
California
$464K -$28.7K -2,276 -6%
CCM
54
Covington Capital Management
California
$463K
Geode Capital Management
55
Geode Capital Management
Massachusetts
$415K -$1.49M -118,372 -78%
MWM
56
MorganRosel Wealth Management
Colorado
$409K
RGC
57
Roberts, Glore & Co
Illinois
$396K +$5.44K +433 +1%
PCMC
58
Private Capital Management (Colorado)
Colorado
$381K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$375K -$21.1K -1,679 -5%
AA
60
AQR Arbitrage
Connecticut
$354K +$354K +28,104 New
SA
61
Strategic Advisors
New York
$333K
CB
62
Commerce Bank
Missouri
$329K +$329K +26,167 New
LDB
63
Lee, Danner & Bass
Tennessee
$315K +$315K +25,000 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$306K -$52.8K -4,197 -15%
UCFA
65
United Capital Financial Advisors
Texas
$278K +$278K +22,109 New
PG
66
Prostatis Group
Maryland
$273K +$932 +74 +0.3%
GC
67
Guggenheim Capital
Illinois
$269K +$907 +72 +0.3%
M&T Bank
68
M&T Bank
New York
$256K -$1.87K -149 -0.7%
IIC
69
Ironwood Investment Counsel
Arizona
$247K +$790 +63 +0.3%
Creative Planning
70
Creative Planning
Kansas
$245K -$2.54K -202 -1%
XF
71
XML Financial
Maryland
$239K -$69.8K -5,552 -23%
RFC
72
Regions Financial Corp
Alabama
$238K
DA
73
Doliver Advisors
Texas
$237K +$93.6K +6,651 +65%
WB
74
WesBanco Bank
West Virginia
$236K -$4.26K -337 -2%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$236K +$17.7K +1,403 +8%