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Adams Diversified Equity Fund

158 hedge funds and large institutions have $626M invested in Adams Diversified Equity Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
61
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$505K +$10.3K +584 +2%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$487K +$13.3K +752 +3%
HighTower Advisors
78
HighTower Advisors
Illinois
$475K +$3.99K +225 +0.8%
SC
79
Savant Capital
Illinois
$447K +$16.5K +930 +4%
LDB
80
Lee, Danner & Bass
Tennessee
$443K
Corient Private Wealth
81
Corient Private Wealth
Florida
$429K +$17.7K +999 +4%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$421K +$421K +23,779 New
CMS
83
Capital Market Strategies
Florida
$415K +$31K +1,750 +8%
QCIG
84
Quad-Cities Investment Group
Iowa
$411K +$26K +1,486 +7%
SCA
85
Sage Capital Advisors
South Dakota
$404K -$45.4K -2,563 -10%
CL
86
CSS LLC
Illinois
$401K -$390K -22,000 -49%
OC
87
Oppenheimer & Co
New York
$391K +$151K +8,546 +63%
AWM
88
Avior Wealth Management
Nebraska
$386K -$144K -8,137 -27%
TW
89
Transform Wealth
Colorado
$382K
SFS
90
Shaker Financial Services
Virginia
$368K -$132K -7,441 -26%
MWM
91
MinichMacGregor Wealth Management
New York
$363K +$2.2K +811 +0.6%
BTI
92
Blue Trust Inc
Georgia
$349K +$981 +59 +0.3%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$331K +$109K +6,168 +49%
HI
94
Harbour Investments
Wisconsin
$319K
CFC
95
Client First Capital
California
$301K
PIA
96
Pinion Investment Advisors
Kansas
$288K +$18.2K +1,030 +7%
RFC
97
Regions Financial Corp
Alabama
$280K
PS
98
Principal Securities
Iowa
$278K +$278K +15,723 New
MCA
99
MSH Capital Advisors
Arizona
$275K -$9.25K -522 -3%
WB
100
WesBanco Bank
West Virginia
$272K