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Adams Diversified Equity Fund
ADX

Overview Fund Activity

164 hedge funds and large institutions have $514M invested in Adams Diversified Equity Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
2.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
44
Reduced
46
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$73.9M
2
CA
2
Cornerstone Advisors
North Carolina
$23.2M
3
WW
3
Waterfront Wealth
Kansas
$7.07M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$780K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.3M
2
WAM
2
Wolverine Asset Management
Illinois
$104K
3
SFS
3
Shaker Financial Services
Virginia
$2.77M
4
1CP
4
1607 Capital Partners
Virginia
$39.4M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
76
IEQ Capital
California
$426K 25,370 +25,370 New
LDB
77
Lee, Danner & Bass
Tennessee
$420K 25,000 – –
SCA
78
Sage Capital Advisors
South Dakota
$411K 24,453 +43 +0.2%
SC
79
Savant Capital
Illinois
$405K 24,111 +494 +2%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$390K 23,202 – –
PAS
81
Park Avenue Securities
New York
$386K 22,961 -818 -3%
CMS
82
Capital Market Strategies
Florida
$381K 22,658 +491 +2%
QCIG
83
Quad-Cities Investment Group
Iowa
$359K 21,372 +68 +0.3%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$357K 21,232 – –
MWM
85
MinichMacGregor Wealth Management
New York
$336K 132,871 +75 +0.1%
IWA
86
Intercontinental Wealth Advisors
Texas
$333K 19,814 – –
NA
87
NewEdge Advisors
Louisiana
$333K 19,811 -3,920 -17%
BTI
88
Blue Trust Inc
Georgia
$324K 20,855 +68 +0.3%
TCBWMS
89
Texas Capital Bank Wealth Management Services
Texas
$317K 18,881 +1,581 +9%
SCA
90
SMH Capital Advisors
Texas
$316K 18,771 -208 -1%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$312K 18,577 – –
HI
92
Harbour Investments
Wisconsin
$302K 17,989 – –
HWAM
93
Hennion & Walsh Asset Management
New Jersey
$293K 17,453 +17,453 New
CFC
94
Client First Capital
California
$285K 16,980 – –
MCA
95
MSH Capital Advisors
Arizona
$273K 16,237 +159 +1%
RFC
96
Regions Financial Corp
Alabama
$266K 15,807 -961 -6%
SCA
97
Snowden Capital Advisors
New York
$259K 15,419 +15,419 New
WB
98
WesBanco Bank
West Virginia
$258K 15,376 – –
PIA
99
Pinion Investment Advisors
Kansas
$256K 15,208 +47 +0.3%
V
100
Veritable
Delaware
$238K 14,181 – –
2 3
4
5 6