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Adams Diversified Equity Fund

145 hedge funds and large institutions have $368M invested in Adams Diversified Equity Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
2.45%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
51
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$307K
IWA
77
Intercontinental Wealth Advisors
Texas
$291K
PAS
78
Park Avenue Securities
New York
$280K +$19.6K +1,278 +8%
Creative Planning
79
Creative Planning
Kansas
$278K +$4.44K +289 +2%
CWM
80
Collaborative Wealth Management
Florida
$277K +$277K +18,065 New
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$275K
HI
82
Harbour Investments
Wisconsin
$263K +$263K +17,175 New
RFC
83
Regions Financial Corp
Alabama
$258K
NA
84
NewEdge Advisors
Louisiana
$256K +$1.47K +96 +0.6%
HWAM
85
Hennion & Walsh Asset Management
New Jersey
$242K -$257K -16,748 -52%
WB
86
WesBanco Bank
West Virginia
$236K
MCA
87
MSH Capital Advisors
Arizona
$232K +$28K +1,824 +14%
PIA
88
Pinion Investment Advisors
Kansas
$218K +$644 +42 +0.3%
CFS
89
CRA Financial Services
New Jersey
$217K
V
90
Veritable
Delaware
$205K
Truist Financial
91
Truist Financial
North Carolina
$203K +$62 +4 +0%
SC
92
Savant Capital
Illinois
$197K
Walleye Capital
93
Walleye Capital
New York
$191K -$340K -22,176 -64%
LNWWM
94
Laird Norton Wetherby Wealth Management
California
$187K
CL
95
Choreo LLC
Illinois
$182K
GT
96
Glenmede Trust
Pennsylvania
$180K
Deutsche Bank
97
Deutsche Bank
Germany
$179K
HKIM
98
Hayek Kallen Investment Management
Alabama
$176K
MWM
99
MinichMacGregor Wealth Management
New York
$133K
FCT
100
First Community Trust
Iowa
$131K