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Adams Diversified Equity Fund

149 hedge funds and large institutions have $366M invested in Adams Diversified Equity Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
18
Increased
49
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$307K +$307K +21,103 New
PAS
77
Park Avenue Securities
New York
$301K +$35.2K +2,419 +13%
BTI
78
Blue Trust Inc
Georgia
$300K +$906 +59 +0.3%
QCIG
79
Quad-Cities Investment Group
Iowa
$293K -$27.9K -1,913 -9%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$291K
PAG
81
Private Advisor Group
New Jersey
$283K -$18.9K -1,296 -6%
NA
82
NewEdge Advisors
Louisiana
$283K +$39.3K +2,700 +16%
IWA
83
Intercontinental Wealth Advisors
Texas
$276K
HI
84
Harbour Investments
Wisconsin
$263K
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$261K
RFC
86
Regions Financial Corp
Alabama
$245K
IAIM
87
International Assets Investment Management
Florida
$234K +$14.6K +1,000 +7%
MCA
88
MSH Capital Advisors
Arizona
$233K +$12.3K +844 +6%
HWAM
89
Hennion & Walsh Asset Management
New Jersey
$228K -$1.81K -124 -0.8%
WB
90
WesBanco Bank
West Virginia
$224K
Creative Planning
91
Creative Planning
Kansas
$209K -$55K -3,770 -21%
PIA
92
Pinion Investment Advisors
Kansas
$208K +$627 +43 +0.3%
CAG
93
Csenge Advisory Group
Florida
$207K +$207K +14,232 New
CFS
94
CRA Financial Services
New Jersey
$206K
SWM
95
Silverlake Wealth Management
Vermont
$199K +$199K +13,675 New
V
96
Veritable
Delaware
$195K
Truist Financial
97
Truist Financial
North Carolina
$193K +$44 +3 +0%
SC
98
Savant Capital
Illinois
$187K
LNWWM
99
Laird Norton Wetherby Wealth Management
California
$178K
US Bancorp
100
US Bancorp
Minnesota
$174K +$144K +9,900 +487%