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Adams Diversified Equity Fund

136 hedge funds and large institutions have $476M invested in Adams Diversified Equity Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
2.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
37
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Millennium Management
76
Millennium Management
New York
$366K 18,504 +18,504 New
Barclays
77
Barclays
United Kingdom
$358K 15,664
PAS
78
Park Avenue Securities
New York
$348K 17,580 +47 +0.3%
IWA
79
Intercontinental Wealth Advisors
Texas
$340K 17,162 -1,187 -6%
RFC
80
Regions Financial Corp
Alabama
$333K 16,818
SDJVC
81
St. Denis J. Villere & Co
Louisiana
$330K 16,697 +16,697 New
OFG
82
OTA Financial Group
New York
$309K 15,624 -2,460 -14%
WB
83
WesBanco Bank
West Virginia
$304K 15,376
SCA
84
SMH Capital Advisors
Texas
$297K 14,994 -289 -2%
Creative Planning
85
Creative Planning
Kansas
$293K 14,775 +3,394 +30%
Ameriprise
86
Ameriprise
Minnesota
$283K 14,288 +11 +0.1%
CFS
87
CRA Financial Services
New Jersey
$280K 14,150
SPIA
88
Steward Partners Investment Advisory
New York
$274K 13,854 +3,652 +36%
Truist Financial
89
Truist Financial
North Carolina
$273K 13,778 -618 -4%
V
90
Veritable
Delaware
$264K 13,357
CAG
91
Csenge Advisory Group
Florida
$255K 12,824 +12,824 New
SC
92
Savant Capital
Illinois
$254K 12,853
GC
93
Guggenheim Capital
Illinois
$246K 12,417 -1,398 -10%
PIA
94
Pinion Investment Advisors
Kansas
$244K 12,310 +29 +0.2%
LNWWM
95
Laird Norton Wetherby Wealth Management
California
$242K 12,203
SBH
96
Segall Bryant & Hamill
Illinois
$237K 11,970
BWA
97
Beam Wealth Advisors
Louisiana
$233K 11,743 -515 -4%
GT
98
Glenmede Trust
Pennsylvania
$232K 11,752
Deutsche Bank
99
Deutsche Bank
Germany
$231K 11,653
HKIM
100
Hayek Kallen Investment Management
Alabama
$227K 11,450