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Adams Diversified Equity Fund

139 hedge funds and large institutions have $484M invested in Adams Diversified Equity Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
139
Holders Change
+4
Holders Change %
+2.96%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
18
Increased
46
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$403K 20,369
NFG
77
Next Financial Group
Texas
$369K 18,669 +5,205 +39%
IWA
78
Intercontinental Wealth Advisors
Texas
$363K 18,349
Barclays
79
Barclays
United Kingdom
$360K 15,664 +15,664 New
OFG
80
OTA Financial Group
New York
$357K 18,084 +18,084 New
PAS
81
Park Avenue Securities
New York
$347K 17,533 +716 +4%
RFC
82
Regions Financial Corp
Alabama
$332K 16,818 -1,291 -7%
UCFA
83
United Capital Financial Advisors
Texas
$328K 16,604 +1,820 +12%
WB
84
WesBanco Bank
West Virginia
$304K 15,376 -2,230 -13%
SCA
85
SMH Capital Advisors
Texas
$302K 15,283 +117 +0.8%
Truist Financial
86
Truist Financial
North Carolina
$285K 14,396 +802 +6%
Ameriprise
87
Ameriprise
Minnesota
$282K 14,277 +86 +0.6%
CFS
88
CRA Financial Services
New Jersey
$280K 14,150 +14,150 New
GC
89
Guggenheim Capital
Illinois
$273K 13,815 +13,815 New
Walleye Trading
90
Walleye Trading
New York
$266K 13,434 -2,343 -15%
V
91
Veritable
Delaware
$264K 13,357 +13,357 New
MWM
92
MorganRosel Wealth Management
Colorado
$258K 13,056
SC
93
Savant Capital
Illinois
$254K 12,853
KeyBank National Association
94
KeyBank National Association
Ohio
$249K 12,600 +12,600 New
PIA
95
Pinion Investment Advisors
Kansas
$243K 12,281 +31 +0.3%
BWA
96
Beam Wealth Advisors
Louisiana
$242K 12,258 -2,236 -15%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$241K 12,203 +31 +0.3%
SBH
98
Segall Bryant & Hamill
Illinois
$237K 11,970
GT
99
Glenmede Trust
Pennsylvania
$232K 11,752
Neuberger Berman Group
100
Neuberger Berman Group
New York
$230K 11,634