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Adams Diversified Equity Fund

166 hedge funds and large institutions have $397M invested in Adams Diversified Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+17
Holders Change %
+11.41%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
66
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$892K -$6.55K -450 -0.7%
9WM
52
9258 Wealth Management
Ohio
$874K -$27K -1,856 -3%
IAIM
53
International Assets Investment Management
Florida
$853K +$620K +42,614 +265%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$833K +$833K +57,299 New
WAM
55
Weiss Asset Management
Massachusetts
$821K +$821K +56,447 New
CL
56
CSS LLC
Illinois
$761K +$173K +11,880 +29%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$759K +$759K +52,235 New
FCI
58
Financial Counselors Inc
Kansas
$759K +$759K +52,235 New
UBS Group
59
UBS Group
Switzerland
$755K -$2.52K -173 -0.3%
LFAS
60
Level Four Advisory Services
Texas
$749K +$749K +51,503 New
LCM
61
Landscape Capital Management
New Jersey
$743K +$67.6K +4,647 +10%
Mariner
62
Mariner
Kansas
$721K +$78.9K +5,432 +12%
MFG
63
Merit Financial Group
Georgia
$700K +$13.4K +925 +2%
MML Investors Services
64
MML Investors Services
Massachusetts
$660K +$39.5K +2,713 +6%
AWS
65
Atria Wealth Solutions
New York
$643K +$20.5K +1,413 +3%
CFA
66
Capstone Financial Advisors
Illinois
$539K +$14.7K +1,008 +3%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$537K +$97.1K +6,681 +22%
GC
68
Guggenheim Capital
Illinois
$521K +$49.7K +3,421 +11%
Cerity Partners
69
Cerity Partners
New York
$521K +$521K +35,815 New
RJT
70
Raymond James Trust
Florida
$501K -$56.3K -3,870 -10%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$494K +$125K +8,619 +34%
Ameriprise
72
Ameriprise
Minnesota
$452K +$58.2K +4,008 +15%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$450K +$77.4K +5,322 +21%
CCP
74
Clough Capital Partners
Massachusetts
$429K -$2.54M -174,992 -86%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$421K +$21.9K +1,506 +5%