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Adams Diversified Equity Fund
ADX

Overview Fund Activity

164 hedge funds and large institutions have $514M invested in Adams Diversified Equity Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
2.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
44
Reduced
46
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$73.9M
2
CA
2
Cornerstone Advisors
North Carolina
$23.2M
3
WW
3
Waterfront Wealth
Kansas
$7.07M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$780K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.3M
2
WAM
2
Wolverine Asset Management
Illinois
$104K
3
SFS
3
Shaker Financial Services
Virginia
$2.77M
4
1CP
4
1607 Capital Partners
Virginia
$39.4M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
CL
51
CSS LLC
Illinois
$882K 52,489 +140 +0.3%
TW
52
Transform Wealth
Colorado
$863K 51,320 – –
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$853K 50,738 -18,856 -27%
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$794K 47,235 – –
FCI
55
Financial Counselors Inc
Kansas
$794K 47,235 – –
MML Investors Services
56
MML Investors Services
Massachusetts
$780K 46,429 +46,429 New
Mariner
57
Mariner
Kansas
$750K 44,602 +479 +1%
MFG
58
Merit Financial Group
Georgia
$676K 40,214 -4,890 -11%
LCM
59
Landscape Capital Management
New Jersey
$626K 37,257 -31,669 -46%
CFA
60
Capstone Financial Advisors
Illinois
$624K 37,129 +55 +0.1%
IAIM
61
International Assets Investment Management
Florida
$624K 37,111 +3,184 +9%
AWS
62
Atria Wealth Solutions
New York
$610K 36,267 -1,317 -4%
Cerity Partners
63
Cerity Partners
New York
$602K 35,815 – –
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$583K 34,706 +34,706 New
RJT
65
Raymond James Trust
Florida
$579K 34,465 – –
Ameriprise
66
Ameriprise
Minnesota
$565K 33,606 -704 -2%
EC
67
Elequin Capital
New York
$550K 32,712 -21,638 -40%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$549K 32,658 -2,719 -8%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$549K 32,658 -1,240 -4%
Lido Advisors
70
Lido Advisors
California
$513K 30,527 +20,418 +202%
HighTower Advisors
71
HighTower Advisors
Illinois
$499K 29,716 -37,474 -56%
PAG
72
Private Advisor Group
New Jersey
$497K 28,466 +9,480 +50%
PG
73
Prostatis Group
Maryland
$480K 28,549 +89 +0.3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$470K 27,931 -2,266 -8%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$454K 27,020 +584 +2%
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