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Adams Diversified Equity Fund

136 hedge funds and large institutions have $476M invested in Adams Diversified Equity Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
2.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
37
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SA
51
Strategic Advisors
New York
$987K 49,876 +24,938 +100%
MFG
52
Merit Financial Group
Georgia
$910K 45,979 -760 -2%
RGC
53
Roberts, Glore & Co
Illinois
$808K 40,785 +1,400 +4%
HI
54
Harbour Investments
Wisconsin
$795K 40,139
RJT
55
Raymond James Trust
Florida
$779K 39,322
MML Investors Services
56
MML Investors Services
Massachusetts
$753K 38,031 -2,377 -6%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$729K 36,799 -8,000 -18%
CAN
58
Cetera Advisor Networks
California
$710K 35,869 +1,526 +4%
CCM
59
Covington Capital Management
California
$709K 35,815 -979 -3%
HWAM
60
Hennion & Walsh Asset Management
New Jersey
$682K 34,464 +1,644 +5%
CFA
61
Capstone Financial Advisors
Illinois
$669K 33,786 +34 +0.1%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$623K 31,453 +3,748 +14%
Northern Trust
63
Northern Trust
Illinois
$612K 30,900 -1,729 -5%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$571K 28,815 +28,815 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$540K 27,261 +19,510 +252%
TCBWMS
66
Texas Capital Bank Wealth Management Services
Texas
$514K 25,960 +23 +0.1%
IWC
67
Integrated Wealth Concepts
Massachusetts
$514K 25,963 +25,963 New
DA
68
Doliver Advisors
Texas
$505K 25,529 +3,795 +17%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$498K 25,170 -19,135 -43%
LDB
70
Lee, Danner & Bass
Tennessee
$495K 25,000
SWM
71
Spire Wealth Management
Virginia
$462K 23,340
PG
72
Prostatis Group
Maryland
$458K 23,110 +56 +0.2%
CL
73
Choreo LLC
Illinois
$456K 23,031
QCIG
74
Quad-Cities Investment Group
Iowa
$430K 21,720 -223 -1%
NFG
75
Next Financial Group
Texas
$401K 20,251 +1,582 +8%