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Adams Diversified Equity Fund

155 hedge funds and large institutions have $470M invested in Adams Diversified Equity Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
2.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
33
Increased
56
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
76
Choreo LLC
Illinois
$447K
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$444K -$270K -13,926 -38%
NFG
78
Next Financial Group
Texas
$425K +$31.5K +1,620 +8%
HI
79
Harbour Investments
Wisconsin
$418K -$361K -18,597 -46%
AWE
80
Avidian Wealth Enterprises
Texas
$396K +$396K +20,425 New
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$388K +$388K +20,006 New
CMS
82
Capital Market Strategies
Florida
$380K +$380K +19,584 New
IWA
83
Intercontinental Wealth Advisors
Texas
$368K +$34.9K +1,797 +10%
CWM
84
Collaborative Wealth Management
Florida
$351K +$351K +18,065 New
Ameriprise
85
Ameriprise
Minnesota
$350K +$72.4K +3,729 +26%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$348K +$348K +17,922 New
PAS
87
Park Avenue Securities
New York
$338K -$3.36K -173 -1%
UCFA
88
United Capital Financial Advisors
Texas
$334K +$334K +17,204 New
RFC
89
Regions Financial Corp
Alabama
$326K
SDJVC
90
St. Denis J. Villere & Co
Louisiana
$324K
SCA
91
SMH Capital Advisors
Texas
$310K +$19.1K +985 +7%
SPIA
92
Steward Partners Investment Advisory
New York
$309K +$39.8K +2,046 +15%
WB
93
WesBanco Bank
West Virginia
$299K
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$295K -$264K -13,621 -47%
MIG
95
Mariner Investment Group
New York
$291K +$291K +15,000 New
Creative Planning
96
Creative Planning
Kansas
$289K +$2.04K +105 +0.7%
CFS
97
CRA Financial Services
New Jersey
$275K
PIA
98
Pinion Investment Advisors
Kansas
$274K +$35.3K +1,821 +15%
V
99
Veritable
Delaware
$259K
Truist Financial
100
Truist Financial
North Carolina
$256K -$11.4K -587 -4%