Adams Diversified Equity Fund
136 hedge funds and large institutions have $386M invested in Adams Diversified Equity Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
13% more capital invested
Capital invested by funds: $341M → $386M (+$45.6M)
13% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 38
12% more funds holding
Funds holding: 121 → 136 (+15)
1.24% more ownership
Funds ownership: 19.44% → 20.68% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$6.44M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.83M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.97M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.84M |
| 5 |
Millennium Management
New York
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.06M |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$878K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$755K |
| 4 |
Cohen & Steers
New York
|
-$592K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$546K |
ADX Hedge Fund Activity: Q4 2020 in Review
136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2020, worth a combined $386M — up 13% from $341M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ADX positions and 8 closed out — a net gain of 16 holders — while 43 added to existing stakes and 38 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $6.44M. The largest seller was LPL Financial, cutting an estimated $1.06M.
- 136 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2020, up from 121 in Q3 2020.
- Funds reported $386M of Adams Diversified Equity Fund stock for Q4 2020, up 13% quarter-over-quarter.
- 24 funds opened new Adams Diversified Equity Fund positions in Q4 2020 and 8 closed out, a net change of +16 holders.
- The largest Adams Diversified Equity Fund buyer in Q4 2020 was Cornerstone Advisors, an estimated $6.44M added.
- The largest Adams Diversified Equity Fund seller in Q4 2020 was LPL Financial, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2020.