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Adams Diversified Equity Fund

118 hedge funds and large institutions have $301M invested in Adams Diversified Equity Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
47
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HKIM
76
Hayek Kallen Investment Management
Alabama
$181K
OA
77
Oxbow Advisors
Texas
$178K -$826K -52,315 -82%
KLI
78
Kelman-Lazarov Inc
Tennessee
$172K -$185K -11,793 -52%
US Bancorp
79
US Bancorp
Minnesota
$165K -$15.6K -992 -9%
DA
80
Doliver Advisors
Texas
$161K +$161K +10,189 New
MWM
81
MinichMacGregor Wealth Management
New York
$134K
NFG
82
Next Financial Group
Texas
$117K +$20.7K +1,320 +22%
GWM
83
Geneos Wealth Management
Colorado
$96K +$3.78K +239 +4%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$86K +$46.1K +2,917 +116%
CFA
85
Carroll Financial Associates
North Carolina
$83K
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$79K +$5.97K +379 +8%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$79K +$79K +5,001 New
WT
88
Whittier Trust
California
$69K
AA
89
Argent Advisors
Louisiana
$66K +$66K +4,243 New
TWA
90
TCI Wealth Advisors
Arizona
$61K +$4.61K +291 +8%
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$54K +$54K +3,450 New
MMG
92
Monetary Management Group
Missouri
$51K +$3.61K +231 +8%
HNB
93
Huntington National Bank
Ohio
$39K
TCWM
94
Total Clarity Wealth Management
Illinois
$34K +$34K +2,143 New
TC
95
Trust Company
Kansas
$30K
NC
96
NewSquare Capital
Pennsylvania
$28K
SIC
97
Salem Investment Counselors
North Carolina
$25K
HCA
98
Horan Capital Advisors
Ohio
$22K
GTAM
99
Global Trust Asset Management
Florida
$22K
HI
100
Hudock Inc
Pennsylvania
$20K +$1.41K +90 +8%