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Adams Diversified Equity Fund
ADX

Overview Fund Activity

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.

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.45%
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
1
Landscape Capital Management
New Jersey
$8.9M
2
JRCM
2
Jones Road Capital Management
New York
$8.09M
3
SFS
3
Shaker Financial Services
Virginia
$4.45M
4
WIA
4
World Investment Advisors
California
$1.64M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$6.35M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$138M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$61.5M
3
AW
3
Atlas Wealth
Ohio
$0
4
1CP
4
1607 Capital Partners
Virginia
$12.8M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
9WM
51
9258 Wealth Management
Ohio
$1.28M 59,393 +1,116 +2%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$1.27M 58,984 +2,545 +5%
UBS Group
53
UBS Group
Switzerland
$1.2M 55,563 -2,074 -4%
SIC
54
Salem Investment Counselors
North Carolina
$1.11M 51,262 -1,645 -3%
FCI
55
Financial Counselors Inc
Kansas
$1.01M 46,965 +950 +2%
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$1.01M 46,965 +950 +2%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$1.01M 46,644 +6,277 +16%
Lido Advisors
58
Lido Advisors
California
$954K 44,247 -10,697 -19%
WSFS
59
Wilmington Savings Fund Society
Delaware
$935K 43,377 +43,377 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$908K 42,100 +2,248 +6%
MFG
61
Merit Financial Group
Georgia
$895K 41,492 +708 +2%
TFCP
62
Twin Focus Capital Partners
Massachusetts
$867K 40,205 -33,120 -45%
CFA
63
Capstone Financial Advisors
Illinois
$837K 38,823 +390 +1%
MML Investors Services
64
MML Investors Services
Massachusetts
$832K 38,581 -7,482 -16%
KPWS
65
Kestra Private Wealth Services
Texas
$803K 37,244 -1,029 -3%
CL
66
Choreo LLC
Illinois
$785K 36,664 -2,625 -7%
QC
67
Quantedge Capital
Singapore
$771K 35,757 -10,363 -22%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$759K 35,211 +3,711 +12%
AWS
69
Atria Wealth Solutions
New York
$753K 34,911 -927 -3%
Ameriprise
70
Ameriprise
Minnesota
$743K 34,455 +3,032 +10%
Walleye Capital
71
Walleye Capital
New York
$721K 33,441 +33,441 New
CIA
72
Concurrent Investment Advisors
Florida
$686K 31,832 +4,628 +17%
PG
73
Prostatis Group
Maryland
$675K 31,305 +634 +2%
WAM
74
Wolverine Asset Management
Illinois
$655K 30,367 +30,367 New
LSC
75
Logan Stone Capital
Illinois
$645K 29,917 +29,917 New
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