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Adams Diversified Equity Fund

136 hedge funds and large institutions have $386M invested in Adams Diversified Equity Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
43
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$245K -$58.8K -3,404 -19%
SCA
77
SMH Capital Advisors
Texas
$241K -$3.3K -191 -1%
PAS
78
Park Avenue Securities
New York
$241K +$10.4K +600 +5%
Truist Financial
79
Truist Financial
North Carolina
$224K +$11.3K +654 +5%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$214K -$17.3K -1,000 -7%
PIA
81
Pinion Investment Advisors
Kansas
$211K
LNWWM
82
Laird Norton Wetherby Wealth Management
California
$209K +$10.2K +592 +5%
SBH
83
Segall Bryant & Hamill
Illinois
$207K
GT
84
Glenmede Trust
Pennsylvania
$203K
SPIA
85
Steward Partners Investment Advisory
New York
$202K +$23.6K +1,368 +13%
Deutsche Bank
86
Deutsche Bank
Germany
$201K +$9.83K +570 +5%
SC
87
Savant Capital
Illinois
$200K +$3.87K +224 +2%
HKIM
88
Hayek Kallen Investment Management
Alabama
$198K
AA
89
AQR Arbitrage
Connecticut
$197K -$776K -45,002 -80%
XF
90
XML Financial
Maryland
$180K -$128K -7,391 -42%
OMC
91
Old Mission Capital
Illinois
$176K +$176K +10,200 New
MWM
92
MinichMacGregor Wealth Management
New York
$135K
PWPS
93
Pinnacle Wealth Planning Services
Ohio
$124K +$124K +7,188 New
RWA
94
Ropes Wealth Advisors
Massachusetts
$96K +$96K +5,544 New
TIAM2
95
Tru Independence Asset Management 2
Oregon
$92K +$92K +5,326 New
CFA
96
Carroll Financial Associates
North Carolina
$91K
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$91K +$4.44K +257 +5%
AIC
98
Archer Investment Corporation
Indiana
$78.5K +$78.5K +4,538 New
WT
99
Whittier Trust
California
$73K
CFGS
100
Concourse Financial Group Securities
Alabama
$57K +$2.79K +161 +5%