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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.

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
43
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
51
Merit Financial Group
Georgia
$808K -$86.4K -4,995 -10%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$766K +$12.7K +735 +2%
RJT
53
Raymond James Trust
Florida
$665K
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$640K -$63.7K -3,684 -9%
CCM
55
Covington Capital Management
California
$636K
CAN
56
Cetera Advisor Networks
California
$594K -$12.1K -700 -2%
RGC
57
Roberts, Glore & Co
Illinois
$575K +$27.8K +1,612 +5%
Citigroup
58
Citigroup
New York
$529K +$104K +6,025 +24%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$502K -$34.4K -1,993 -6%
TCBWMS
60
Texas Capital Bank Wealth Management Services
Texas
$448K +$120K +6,939 +37%
SA
61
Strategic Advisors
New York
$433K
LDB
62
Lee, Danner & Bass
Tennessee
$432K
SAM
63
Security Asset Management
New York
$431K +$431K +24,921 New
PG
64
Prostatis Group
Maryland
$397K +$19.4K +1,123 +5%
QCIG
65
Quad-Cities Investment Group
Iowa
$378K -$21.7K -1,258 -5%
CFA
66
Capstone Financial Advisors
Illinois
$339K +$11.9K +689 +4%
RFC
67
Regions Financial Corp
Alabama
$328K
IWA
68
Intercontinental Wealth Advisors
Texas
$317K +$10.3K +594 +3%
MWM
69
MorganRosel Wealth Management
Colorado
$313K
Creative Planning
70
Creative Planning
Kansas
$286K +$814 +47 +0.3%
Walleye Trading
71
Walleye Trading
New York
$284K -$6.61K -382 -2%
NFG
72
Next Financial Group
Texas
$281K +$50K +2,891 +22%
BSW
73
Buckingham Strategic Wealth
Missouri
$269K
BWA
74
Beam Wealth Advisors
Louisiana
$268K -$29K -1,679 -10%
UCFA
75
United Capital Financial Advisors
Texas
$256K -$104K -6,025 -29%