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Adams Diversified Equity Fund

123 hedge funds and large institutions have $251M invested in Adams Diversified Equity Fund in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
35
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWA
76
Intercontinental Wealth Advisors
Texas
$233K 18,509
Walleye Trading
77
Walleye Trading
New York
$227K 18,000 +1,700 +10%
Ameriprise
78
Ameriprise
Minnesota
$226K 17,941 +834 +5%
Citigroup
79
Citigroup
New York
$216K 17,129 +4,533 +36%
QCIG
80
Quad-Cities Investment Group
Iowa
$202K 16,015 -17,721 -53%
BWA
81
Beam Wealth Advisors
Louisiana
$197K 15,619 -554 -3%
TCBWMS
82
Texas Capital Bank Wealth Management Services
Texas
$195K 15,484 +15,484 New
JWCA
83
J.W. Cole Advisors
Florida
$194K 15,431 -1,214 -7%
SCA
84
SMH Capital Advisors
Texas
$181K 14,386 +840 +6%
BSW
85
Buckingham Strategic Wealth
Missouri
$168K 13,357
Truist Financial
86
Truist Financial
North Carolina
$157K 12,490 -3,437 -22%
PIA
87
Pinion Investment Advisors
Kansas
$154K 12,222 +12,222 New
NFG
88
Next Financial Group
Texas
$149K 11,847 +4,402 +59%
HKIM
89
Hayek Kallen Investment Management
Alabama
$144K 11,450
LNWWM
90
Laird Norton Wetherby Wealth Management
California
$144K 11,448 +11,448 New
SC
91
Savant Capital
Illinois
$143K 11,335 +11,335 New
TWA
92
TCI Wealth Advisors
Arizona
$86K 6,863 +3,014 +78%
SPIA
93
Steward Partners Investment Advisory
New York
$70K 5,628 +4,550 +422%
CFA
94
Carroll Financial Associates
North Carolina
$66K 5,269
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$63K 5,014
WAM
96
Wolverine Asset Management
Illinois
$62K 5,000 +5,000 New
WT
97
Whittier Trust
California
$55K 4,358
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$41K 3,269 -2,168 -40%
CFGS
99
Concourse Financial Group Securities
Alabama
$39K 3,121 +3,121 New
GWM
100
Geneos Wealth Management
Colorado
$33K 2,700 -3,373 -56%