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Adams Diversified Equity Fund
ADX

Overview Fund Activity

149 hedge funds and large institutions have $366M invested in Adams Diversified Equity Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
18
Increased
49
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$62.3M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$11.8M
3
CCP
3
Clough Capital Partners
Massachusetts
$2.98M
4
AWM
4
Avior Wealth Management
Nebraska
$2.3M
5
WAM
5
Wolverine Asset Management
Illinois
$2.27M

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$31K
2
CA
2
Cornerstone Advisors
North Carolina
$12.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.17M
4
NI
4
NFC Investments
Tennessee
$0
5
Wells Fargo
5
Wells Fargo
California
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$760K +$33.6K +2,307 +5%
MFG
52
Merit Financial Group
Georgia
$688K -$16.9K -1,157 -2%
LCM
53
Landscape Capital Management
New Jersey
$677K +$322K +22,086 +91%
Mariner
54
Mariner
Kansas
$644K +$644K +44,180 New
AWS
55
Atria Wealth Solutions
New York
$624K +$304K +20,866 +95%
MML Investors Services
56
MML Investors Services
Massachusetts
$622K +$6.46K +443 +1%
CL
57
CSS LLC
Illinois
$589K +$1.51K +104 +0.3%
RJT
58
Raymond James Trust
Florida
$559K – – –
CFA
59
Capstone Financial Advisors
Illinois
$525K +$743 +51 +0.1%
CCM
60
Covington Capital Management
California
$522K – – –
GC
61
Guggenheim Capital
Illinois
$472K -$183K -12,559 -28%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$441K +$441K +30,277 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$400K – – –
Ameriprise
64
Ameriprise
Minnesota
$395K -$55.8K -3,832 -12%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$394K +$8.43K +578 +2%
PG
66
Prostatis Group
Maryland
$390K +$1.2K +82 +0.3%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$374K +$11.3K +776 +3%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$370K – – –
TCBWMS
69
Texas Capital Bank Wealth Management Services
Texas
$368K +$496 +34 +0.1%
LDB
70
Lee, Danner & Bass
Tennessee
$364K – – –
SA
71
Strategic Advisors
New York
$363K – – –
CMS
72
Capital Market Strategies
Florida
$360K +$7.77K +533 +2%
CWS
73
Confluence Wealth Services
Pennsylvania
$339K -$168K -11,556 -33%
SCA
74
Sage Capital Advisors
South Dakota
$316K +$316K +21,659 New
SCA
75
SMH Capital Advisors
Texas
$308K -$1.47K -101 -0.5%
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