We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund
ADX

169 hedge funds and large institutions have $552M invested in Adams Diversified Equity Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

6% more funds holding

Funds holding: 159 → 169 (+10)

7.04% less ownership

Funds ownership: 27.77% → 20.73% (-7%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

23% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 61

25% less capital invested

Capital invested by funds: $738M → $552M (-$185M)

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.43%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
25
Increased
47
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$8.48M
2
JRCM
Jones Road Capital Management
New York
+$5.43M
3
SFS
Shaker Financial Services
Virginia
+$4.39M
4
WIA
World Investment Advisors
California
+$1.62M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$1.59M

Top Sellers

1
SCM
Saba Capital Management
New York
-$70.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$32.9M
3
AW
Atlas Wealth
Ohio
-$29.8M
4
1CP
1607 Capital Partners
Virginia
-$20.2M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
51
9258 Wealth Management
Ohio
$1.28M +$23.7K +1,116 +2%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$1.27M +$54.1K +2,545 +5%
UBS Group
53
UBS Group
Switzerland
$1.2M -$44.1K -2,074 -4%
SIC
54
Salem Investment Counselors
North Carolina
$1.11M -$35K -1,645 -3%
FCI
55
Financial Counselors Inc
Kansas
$1.01M +$20.2K +950 +2%
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$1.01M +$20.2K +950 +2%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$1.01M +$134K +6,277 +16%
Lido Advisors
58
Lido Advisors
California
$954K -$228K -10,697 -19%
WSFS
59
Wilmington Savings Fund Society
Delaware
$935K +$923K +43,377 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$908K +$47.8K +2,248 +6%
MFG
61
Merit Financial Group
Georgia
$895K +$15.1K +708 +2%
TFCP
62
Twin Focus Capital Partners
Massachusetts
$867K -$705K -33,120 -45%
CFA
63
Capstone Financial Advisors
Illinois
$837K +$8.3K +390 +1%
MML Investors Services
64
MML Investors Services
Massachusetts
$832K -$159K -7,482 -16%
KPWS
65
Kestra Private Wealth Services
Texas
$803K -$21.9K -1,029 -3%
CL
66
Choreo LLC
Illinois
$785K -$55.8K -2,625 -7%
QC
67
Quantedge Capital
Singapore
$771K -$220K -10,363 -22%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$759K +$78.9K +3,711 +12%
AWS
69
Atria Wealth Solutions
New York
$753K -$19.7K -927 -3%
Ameriprise
70
Ameriprise
Minnesota
$743K +$64.5K +3,032 +10%
Walleye Capital
71
Walleye Capital
New York
$721K +$711K +33,441 New
CIA
72
Concurrent Investment Advisors
Florida
$686K +$98.5K +4,628 +17%
PG
73
Prostatis Group
Maryland
$675K +$13.5K +634 +2%
WAM
74
Wolverine Asset Management
Illinois
$655K +$646K +30,367 New
LSC
75
Logan Stone Capital
Illinois
$645K +$636K +29,917 New
1 2
3
4 5

ADX Hedge Fund Activity: Q3 2024 in Review

169 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q3 2024, worth a combined $552M — down 25% from $738M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ADX positions and 13 closed out — a net gain of 12 holders — while 47 added to existing stakes and 61 trimmed.

The largest buyer was Landscape Capital Management, adding an estimated $8.48M. The largest seller was Saba Capital Management, cutting an estimated $70.9M.

  • 169 institutional investors held Adams Diversified Equity Fund (ADX) as of Q3 2024, up from 159 in Q2 2024.
  • Funds reported $552M of Adams Diversified Equity Fund stock for Q3 2024, down 25% quarter-over-quarter.
  • 25 funds opened new Adams Diversified Equity Fund positions in Q3 2024 and 13 closed out, a net change of +12 holders.
  • The largest Adams Diversified Equity Fund buyer in Q3 2024 was Landscape Capital Management, an estimated $8.48M added.
  • The largest Adams Diversified Equity Fund seller in Q3 2024 was Saba Capital Management, an estimated $70.9M sold.

Based on aggregated 13F filings for Q3 2024.