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Adams Diversified Equity Fund

105 hedge funds and large institutions have $300M invested in Adams Diversified Equity Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
12
Increased
30
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$86K
Citigroup
77
Citigroup
New York
$73K
WTB
78
Washington Trust Bank
Washington
$72K -$15 -1 -0%
MWM
79
MinichMacGregor Wealth Management
New York
$71K
WT
80
Whittier Trust
California
$69K
MMG
81
Monetary Management Group
Missouri
$66K
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$61K
TRCT
83
Tower Research Capital (TRC)
New York
$45K +$36.1K +2,441 +407%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$33K
TC
85
Trust Company
Kansas
$28K
SA
86
SRH Advisors
Kansas
$27K +$29 +2 +0.1%
SIC
87
Salem Investment Counselors
North Carolina
$23K
SSB
88
Sandy Spring Bank
Maryland
$22K
NWM
89
Northwest Wealth Management
Iowa
$21K +$21K +1,396 New
GTAM
90
Global Trust Asset Management
Florida
$20K
BWM
91
Baystate Wealth Management
Massachusetts
$19K
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$18K +$18K +1,200 New
HI
93
Hudock Inc
Pennsylvania
$17K
AP
94
Atwood & Palmer
Missouri
$16K
KF
95
Krilogy Financial
Missouri
$15K
SEI Investments
96
SEI Investments
Pennsylvania
$13K +$13K +872 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.5K +753 +2,151%
JA
98
JOYN Advisors
Georgia
$9K +$9K +592 New
MOS
99
MGO One Seven
Ohio
$7K -$598 -38 -8%
ME
100
McIlrath & Eck
Washington
$6K