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Adams Diversified Equity Fund

166 hedge funds and large institutions have $397M invested in Adams Diversified Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+17
Holders Change %
+11.41%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
66
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PG
76
Prostatis Group
Maryland
$413K +$23.8K +1,640 +6%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$410K +$17.2K +1,181 +4%
Millennium Management
78
Millennium Management
New York
$394K +$394K +27,121 New
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$369K +$77.8K +5,353 +27%
LDB
80
Lee, Danner & Bass
Tennessee
$363K
SA
81
Strategic Advisors
New York
$363K
CMS
82
Capital Market Strategies
Florida
$351K -$8.11K -558 -2%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$337K +$247K +17,003 +276%
SCA
84
Sage Capital Advisors
South Dakota
$331K +$16.3K +1,122 +5%
PAS
85
Park Avenue Securities
New York
$324K +$23.3K +1,603 +8%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$319K +$12.6K +868 +4%
SCA
87
SMH Capital Advisors
Texas
$319K +$11.5K +792 +4%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$310K +$310K +17,808 New
QCIG
89
Quad-Cities Investment Group
Iowa
$309K +$16.7K +1,150 +6%
MWM
90
MinichMacGregor Wealth Management
New York
$306K +$27.4K +11,898 +10%
NA
91
NewEdge Advisors
Louisiana
$300K +$21.3K +1,489 +8%
IWA
92
Intercontinental Wealth Advisors
Texas
$288K +$12.4K +855 +5%
BTI
93
Blue Trust Inc
Georgia
$285K +$873 +60 +0.3%
LSC
94
Logan Stone Capital
Illinois
$274K +$274K +18,837 New
Creative Planning
95
Creative Planning
Kansas
$263K +$54.3K +3,737 +26%
HI
96
Harbour Investments
Wisconsin
$262K +$11.8K +814 +5%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$261K
TCBWMS
98
Texas Capital Bank Wealth Management Services
Texas
$251K -$116K -7,964 -32%
RFC
99
Regions Financial Corp
Alabama
$244K -$728 -50 -0.3%
MCA
100
MSH Capital Advisors
Arizona
$230K -$2.72K -187 -1%