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Adams Diversified Equity Fund

161 hedge funds and large institutions have $637M invested in Adams Diversified Equity Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
19
Increased
51
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GEM
51
Global Endowment Management
North Carolina
$1.33M
AWA
52
ARQ Wealth Advisors
Arizona
$1.27M +$92.8K +4,752 +8%
CIA
53
Capital Investment Advisors
Georgia
$1.18M +$26.2K +1,343 +2%
9WM
54
9258 Wealth Management
Ohio
$1.14M +$722 +37 +0.1%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$1.11M -$314K -16,094 -22%
SIC
56
Salem Investment Counselors
North Carolina
$1.03M
MML Investors Services
57
MML Investors Services
Massachusetts
$990K +$11.3K +578 +1%
Lido Advisors
58
Lido Advisors
California
$972K +$1.72K +88 +0.2%
Walleye Capital
59
Walleye Capital
New York
$971K +$971K +49,747 New
IAIM
60
International Assets Investment Management
Florida
$939K +$81.7K +4,194 +10%
UBS Group
61
UBS Group
Switzerland
$927K -$38.9K -1,995 -4%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$898K
FCI
63
Financial Counselors Inc
Kansas
$898K
GC
64
Guggenheim Capital
Illinois
$830K -$122K -6,235 -13%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$821K -$415K -21,268 -34%
MFG
66
Merit Financial Group
Georgia
$810K -$6.25K -324 -0.8%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$764K +$4.33K +222 +0.6%
CFA
68
Capstone Financial Advisors
Illinois
$749K +$390 +20 +0.1%
AWS
69
Atria Wealth Solutions
New York
$703K -$5.64K -289 -0.8%
Ameriprise
70
Ameriprise
Minnesota
$672K +$56K +2,871 +9%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$671K +$30.7K +1,574 +5%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$665K -$212K -10,867 -24%
RJT
73
Raymond James Trust
Florida
$645K +$31.2K +1,599 +5%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$644K +$106K +5,455 +20%
Cerity Partners
75
Cerity Partners
New York
$602K -$97.6K -5,000 -14%