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Adams Diversified Equity Fund

108 hedge funds and large institutions have $288M invested in Adams Diversified Equity Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
108
Holders Change
-5
Holders Change %
-4.42%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
24
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
76
MinichMacGregor Wealth Management
New York
$134K
NFG
77
Next Financial Group
Texas
$97K +$68.1K +4,300 +236%
GWM
78
Geneos Wealth Management
Colorado
$92K
CFA
79
Carroll Financial Associates
North Carolina
$83K +$83K +5,269 New
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$73K
Citigroup
81
Citigroup
New York
$72K -$5.14K -323 -7%
WT
82
Whittier Trust
California
$69K -$2.36K -149 -3%
TWA
83
TCI Wealth Advisors
Arizona
$56K +$23.7K +1,507 +73%
MMG
84
Monetary Management Group
Missouri
$48K
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$40K -$5.54K -349 -12%
SA
86
SRH Advisors
Kansas
$33K +$80 +5 +0.2%
TC
87
Trust Company
Kansas
$30K
NC
88
NewSquare Capital
Pennsylvania
$28K
SIC
89
Salem Investment Counselors
North Carolina
$25K
GTAM
90
Global Trust Asset Management
Florida
$22K
HCA
91
Horan Capital Advisors
Ohio
$22K +$22K +1,420 New
BWM
92
Baystate Wealth Management
Massachusetts
$19K +$64 +4 +0.3%
HI
93
Hudock Inc
Pennsylvania
$18K
SPIA
94
Steward Partners Investment Advisory
New York
$17K
AP
95
Atwood & Palmer
Missouri
$17K
RFM
96
Royal Fund Management
Florida
$17K +$1.87K +120 +12%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$12K -$1.83K -120 -13%
SF
98
Synovus Financial
Georgia
$12K
LWANC
99
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
1NWS
100
1 North Wealth Services
Maryland
$10K +$10K +654 New