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Adams Diversified Equity Fund

156 hedge funds and large institutions have $450M invested in Adams Diversified Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 27 closing their positions.

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
19
Increased
43
Reduced
47
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
76
Sage Capital Advisors
South Dakota
$380K +$25.3K +1,629 +7%
PAS
77
Park Avenue Securities
New York
$370K +$23.4K +1,501 +7%
SC
78
Savant Capital
Illinois
$367K +$187 +12 +0.1%
NA
79
NewEdge Advisors
Louisiana
$365K +$43.2K +2,811 +13%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$360K +$760 +49 +0.2%
CMS
81
Capital Market Strategies
Florida
$345K -$30.8K -1,981 -8%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$335K +$11.6K +636 +4%
QCIG
83
Quad-Cities Investment Group
Iowa
$331K +$1.06K +68 +0.3%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$330K -$64.2K -4,127 -16%
MWM
85
MinichMacGregor Wealth Management
New York
$319K +$2 +1 +0%
IWA
86
Intercontinental Wealth Advisors
Texas
$308K
BTI
87
Blue Trust Inc
Georgia
$302K +$17.4K +1,200 +6%
SCA
88
SMH Capital Advisors
Texas
$299K -$46.8K -2,972 -14%
PAG
89
Private Advisor Group
New Jersey
$295K +$358 +23 +0.1%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$295K +$16K +1,026 +6%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$289K +$289K +18,577 New
HI
92
Harbour Investments
Wisconsin
$280K
TCBWMS
93
Texas Capital Bank Wealth Management Services
Texas
$269K +$544 +35 +0.2%
Creative Planning
94
Creative Planning
Kansas
$268K -$12.7K -818 -5%
CFC
95
Client First Capital
California
$264K +$264K +16,980 New
RFC
96
Regions Financial Corp
Alabama
$261K
MCA
97
MSH Capital Advisors
Arizona
$250K +$4.12K +265 +2%
CWS
98
Cypress Wealth Services
California
$241K +$241K +15,493 New
WB
99
WesBanco Bank
West Virginia
$239K
PIA
100
Pinion Investment Advisors
Kansas
$236K +$467 +30 +0.2%