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Adams Diversified Equity Fund

158 hedge funds and large institutions have $626M invested in Adams Diversified Equity Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
61
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$1.05M
9WM
52
9258 Wealth Management
Ohio
$1.04M +$49.6K +2,799 +5%
SIC
53
Salem Investment Counselors
North Carolina
$937K
MML Investors Services
54
MML Investors Services
Massachusetts
$888K +$63.7K +3,597 +8%
Lido Advisors
55
Lido Advisors
California
$881K +$338K +19,104 +62%
UBS Group
56
UBS Group
Switzerland
$876K +$5.77K +326 +0.7%
GC
57
Guggenheim Capital
Illinois
$863K -$290K -16,374 -25%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$815K
FCI
59
Financial Counselors Inc
Kansas
$815K
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$796K +$470K +26,564 +144%
IAIM
61
International Assets Investment Management
Florida
$780K +$82.2K +4,642 +12%
PAS
62
Park Avenue Securities
New York
$752K +$419K +23,665 +126%
MFG
63
Merit Financial Group
Georgia
$750K +$37.7K +2,126 +5%
Mariner
64
Mariner
Kansas
$735K +$15.9K +872 +2%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$690K +$56.4K +3,184 +9%
CFA
66
Capstone Financial Advisors
Illinois
$679K +$21K +1,188 +3%
AWS
67
Atria Wealth Solutions
New York
$643K +$10.9K +618 +2%
Cerity Partners
68
Cerity Partners
New York
$634K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$581K +$2.66K +150 +0.5%
Ameriprise
70
Ameriprise
Minnesota
$559K +$4.2K +237 +0.8%
RJT
71
Raymond James Trust
Florida
$557K
PG
72
Prostatis Group
Maryland
$541K +$34.3K +1,935 +7%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$524K +$80.4K +4,538 +18%
BI
74
Bulldog Investors
New Jersey
$520K -$4.37M -246,507 -89%
PAG
75
Private Advisor Group
New Jersey
$519K -$110K -6,224 -18%