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Adams Diversified Equity Fund

159 hedge funds and large institutions have $738M invested in Adams Diversified Equity Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
159
Holders Change
-2
Holders Change %
-1.24%
% of All Funds
2.31%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
15
Increased
45
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PG
76
Prostatis Group
Maryland
$659K 30,671 +75 +0.2%
RJT
77
Raymond James Trust
Florida
$645K 30,004 -3,060 -9%
TCWA
78
Turtle Creek Wealth Advisors
Texas
$604K 28,106 +5,205 +23%
Mariner
79
Mariner
Kansas
$600K 27,926 -1,629 -6%
CIA
80
Concurrent Investment Advisors
Florida
$585K 27,204 +3,062 +13%
HighTower Advisors
81
HighTower Advisors
Illinois
$566K 26,346
LDB
82
Lee, Danner & Bass
Tennessee
$537K 25,000 +25,000 New
SCA
83
Sage Capital Advisors
South Dakota
$527K 24,517 +1,671 +7%
CMS
84
Capital Market Strategies
Florida
$521K 24,248 +767 +3%
Corient Private Wealth
85
Corient Private Wealth
Florida
$521K 24,240 -1 -0%
SC
86
Savant Capital
Illinois
$477K 22,199 -1,498 -6%
QCIG
87
Quad-Cities Investment Group
Iowa
$467K 21,729 -1,824 -8%
TW
88
Transform Wealth
Colorado
$464K 21,577
AFG
89
Allegheny Financial Group
Pennsylvania
$455K 21,150 +21,150 New
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$446K 20,743 -4,285 -17%
BTI
91
Blue Trust Inc
Georgia
$438K 22,457
OC
92
Oppenheimer & Co
New York
$437K 20,351 -1,733 -8%
AWM
93
Avior Wealth Management
Nebraska
$420K 19,551 +367 +2%
HI
94
Harbour Investments
Wisconsin
$420K 19,529 +1,295 +7%
MWM
95
MinichMacGregor Wealth Management
New York
$416K 133,761 +31 +0%
PS
96
Principal Securities
Iowa
$338K 15,723
RFC
97
Regions Financial Corp
Alabama
$336K 15,612
PIA
98
Pinion Investment Advisors
Kansas
$332K 15,441 -857 -5%
WB
99
WesBanco Bank
West Virginia
$330K 15,376
MCA
100
MSH Capital Advisors
Arizona
$323K 15,037