ADX icon

Adams Diversified Equity Fund

109 hedge funds and large institutions have $317M invested in Adams Diversified Equity Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 6 closing their positions.

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
12
Increased
30
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HKIM
76
Hayek Kallen Investment Management
Alabama
$177K
Franklin Resources
77
Franklin Resources
California
$165K +$165K +10,726 New
US Bancorp
78
US Bancorp
Minnesota
$164K
SCA
79
SMH Capital Advisors
Texas
$154K +$154K +10,007 New
HNB
80
Huntington National Bank
Ohio
$95K
KJWM
81
Kiley Juergens Wealth Management
Washington
$92K +$92K +6,000 New
SFPIA
82
Stevens First Principles Investment Advisors
California
$89K -$70.6K -4,600 -44%
GWM
83
Geneos Wealth Management
Colorado
$89K
QCIG
84
Quad-Cities Investment Group
Iowa
$88K +$88K +5,679 New
Citigroup
85
Citigroup
New York
$83K +$6.79K +438 +9%
WTB
86
Washington Trust Bank
Washington
$75K
WT
87
Whittier Trust
California
$72K
BCA
88
Bay Colony Advisors
Massachusetts
$70K +$70K +4,508 New
MMG
89
Monetary Management Group
Missouri
$69K
WWM
90
Willingdon Wealth Management
North Carolina
$64K -$117K
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$63K
MCM
92
Mainstay Capital Management
Michigan
$46K +$46K +3,000 New
TWA
93
TCI Wealth Advisors
Arizona
$39K -$92K -5,972 -70%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$34K
TC
95
Trust Company
Kansas
$29K
SA
96
SRH Advisors
Kansas
$28K +$76 +5 +0.3%
SIC
97
Salem Investment Counselors
North Carolina
$24K
SSB
98
Sandy Spring Bank
Maryland
$23K
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$22K +$3.68K +241 +20%
GTAM
100
Global Trust Asset Management
Florida
$21K