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Adams Diversified Equity Fund

135 hedge funds and large institutions have $450M invested in Adams Diversified Equity Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
15
Increased
41
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WB
76
WesBanco Bank
West Virginia
$321K +$321K +17,606 New
PAS
77
Park Avenue Securities
New York
$307K +$52.8K +2,892 +21%
Creative Planning
78
Creative Planning
Kansas
$302K +$37 +2 +0%
Walleye Trading
79
Walleye Trading
New York
$288K -$11.5K -629 -4%
SCA
80
SMH Capital Advisors
Texas
$277K +$21.9K +1,201 +9%
UCFA
81
United Capital Financial Advisors
Texas
$270K
BWA
82
Beam Wealth Advisors
Louisiana
$265K -$18.5K -1,011 -7%
Ameriprise
83
Ameriprise
Minnesota
$259K +$256 +14 +0.1%
Truist Financial
84
Truist Financial
North Carolina
$248K +$11K +604 +5%
NFG
85
Next Financial Group
Texas
$246K -$50.8K -2,781 -17%
MWM
86
MorganRosel Wealth Management
Colorado
$238K -$92.5K -5,074 -28%
SC
87
Savant Capital
Illinois
$235K +$23.2K +1,267 +11%
PIA
88
Pinion Investment Advisors
Kansas
$224K +$512 +28 +0.2%
LNWWM
89
Laird Norton Wetherby Wealth Management
California
$222K +$1.09K +60 +0.5%
SBH
90
Segall Bryant & Hamill
Illinois
$219K
GT
91
Glenmede Trust
Pennsylvania
$214K
Deutsche Bank
92
Deutsche Bank
Germany
$213K
Neuberger Berman Group
93
Neuberger Berman Group
New York
$212K -$13.7K -750 -6%
HKIM
94
Hayek Kallen Investment Management
Alabama
$209K
PMFA
95
Plante Moran Financial Advisors
Michigan
$146K +$143K +7,865 +5,350%
MWM
96
MinichMacGregor Wealth Management
New York
$136K
CFA
97
Carroll Financial Associates
North Carolina
$96K
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$96K
WT
99
Whittier Trust
California
$77K
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$70K +$70K +3,839 New