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Adams Diversified Equity Fund

89 hedge funds and large institutions have $263M invested in Adams Diversified Equity Fund in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
17
Increased
44
Reduced
11
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$32K
S
77
SignatureFD
Georgia
$31K +$1.81K +140 +6%
IWM
78
Integrated Wealth Management
California
$30K
FCCM
79
First City Capital Management
Georgia
$26.9K
SA
80
SRH Advisors
Kansas
$21K +$986 +75 +5%
SSB
81
Sandy Spring Bank
Maryland
$20K
CCS
82
Crosspoint Capital Strategies
California
$20K +$20K +1,468 New
AP
83
Atwood & Palmer
Missouri
$14K
HI
84
Hudock Inc
Pennsylvania
$13K +$754 +60 +6%
Deutsche Bank
85
Deutsche Bank
Germany
$9K +$9K +735 New
AIA
86
Alerus Investment Advisors
Minnesota
$7K
FNBT
87
FineMark National Bank & Trust
Florida
$4K +$4K +350 New
CWM
88
Catamount Wealth Management
Connecticut
$1K
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
-$1.65M -129,724 Closed
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
-$526K -41,244 Closed
Goldman Sachs
91
Goldman Sachs
New York
-$503K -39,488 Closed
RBC
92
Ronald Blue & Co
Georgia
-$320K -25,119 Closed
TCT
93
TIAA CREF Trust
Missouri
-$282K -22,104 Closed
KAM
94
Keeley Asset Management
Illinois
-$255K -20,000 Closed
WA
95
WFG Advisors
Texas
-$116K -9,069 Closed
BCA
96
Bray Capital Advisors
Florida
-$67K -5,223 Closed
ASN
97
Advisory Services Network
Georgia
-$19K -1,512 Closed
RIA
98
Regal Investment Advisors
Michigan
-$18K -1,474 Closed
FAM
99
Formidable Asset Management
Ohio
-$8K -664 Closed
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
-$3.01K -216 Closed