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Adams Diversified Equity Fund

93 hedge funds and large institutions have $326M invested in Adams Diversified Equity Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
9
Increased
31
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
76
MinichMacGregor Wealth Management
New York
$73K
WT
77
Whittier Trust
California
$71K
Citigroup
78
Citigroup
New York
$69K -$8.13K -538 -11%
WTB
79
Washington Trust Bank
Washington
$69K
MMG
80
Monetary Management Group
Missouri
$63K
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$58K
WWM
82
Willingdon Wealth Management
North Carolina
$58K
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$34K
SA
84
SRH Advisors
Kansas
$26K +$76 +5 +0.3%
SIC
85
Salem Investment Counselors
North Carolina
$24K
SSB
86
Sandy Spring Bank
Maryland
$23K +$23K +1,518 New
HCA
87
Horan Capital Advisors
Ohio
$22K +$22K +1,420 New
HI
88
Hudock Inc
Pennsylvania
$16K
AP
89
Atwood & Palmer
Missouri
$16K
TRCT
90
Tower Research Capital (TRC)
New York
$12K -$15.3K -972 -56%
BWM
91
Baystate Wealth Management
Massachusetts
$4K
RCM
92
RB Capital Management
Nevada
$1.85K -$31 -2,048 -2%
CWM
93
Catamount Wealth Management
Connecticut
$1K
Walleye Trading
94
Walleye Trading
New York
$227 +$227 +14,900 New
TC
95
TFS Capital
Pennsylvania
-$217K -15,192 Closed
NMC
96
Nine Masts Capital
Hong Kong
-$106K -7,400 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
-$93K -6,475 Closed
QAM
98
QCI Asset Management
New York
-$9K -650 Closed