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Adams Diversified Equity Fund

114 hedge funds and large institutions have $243M invested in Adams Diversified Equity Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 23 closing their positions.

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
28
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HKIM
76
Hayek Kallen Investment Management
Alabama
$144K 11,450
SCA
77
SMH Capital Advisors
Texas
$135K 10,685 -1,506 -12%
Franklin Resources
78
Franklin Resources
California
$135K 10,726
US Bancorp
79
US Bancorp
Minnesota
$134K 10,613
O
80
OppenheimerFunds
New York
$134K 10,606 +10,606 New
TSS
81
Two Sigma Securities
New York
$131K 10,351 -614 -6%
GWM
82
Geneos Wealth Management
Colorado
$73K 5,834
SFPIA
83
Stevens First Principles Investment Advisors
California
$70K 5,510 -290 -5%
MMG
84
Monetary Management Group
Missouri
$64K 5,034 +585 +13%
Citigroup
85
Citigroup
New York
$61K 4,851
WT
86
Whittier Trust
California
$59K 4,656
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$59K 4,638 +542 +13%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$46.5K 3,684 -9,417 -72%
BC
89
Bartlett & Co
Ohio
$46K 3,684 -9,417 -72%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$36K 2,865 +913 +47%
CFGS
91
Concourse Financial Group Securities
Alabama
$36K 2,822 +2,822 New
WTB
92
Washington Trust Bank
Washington
$35K 2,747 +320 +13%
SA
93
SRH Advisors
Kansas
$26K 2,050 +209 +11%
ASN
94
Advisory Services Network
Georgia
$25K 1,959 -12,365 -86%
TC
95
Trust Company
Kansas
$24K 1,894
NC
96
NewSquare Capital
Pennsylvania
$22K 1,750 +1,750 New
BWM
97
Baystate Wealth Management
Massachusetts
$20K 1,491 +179 +14%
WCM
98
WealthBridge Capital Management
Ohio
$19K 1,535 +1,535 New
GTAM
99
Global Trust Asset Management
Florida
$17K 1,385
HI
100
Hudock Inc
Pennsylvania
$14K 1,184