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Adams Diversified Equity Fund

169 hedge funds and large institutions have $552M invested in Adams Diversified Equity Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.45%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
25
Increased
47
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$642K 29,771 -4,392 -13%
RJT
77
Raymond James Trust
Florida
$614K 28,478 -1,526 -5%
UPS
78
UHLMANN PRICE SECURITIES
Illinois
$611K 28,340 +28,340 New
TCWA
79
Turtle Creek Wealth Advisors
Texas
$606K 28,106
GC
80
Guggenheim Capital
Illinois
$589K 27,341 -12,464 -31%
HighTower Advisors
81
HighTower Advisors
Illinois
$568K 26,346
SCA
82
Sage Capital Advisors
South Dakota
$548K 25,402 +885 +4%
LDB
83
Lee, Danner & Bass
Tennessee
$539K 25,000
Cerity Partners
84
Cerity Partners
New York
$535K 24,835 -5,980 -19%
Corient Private Wealth
85
Corient Private Wealth
Florida
$530K 24,567 +327 +1%
CMS
86
Capital Market Strategies
Florida
$512K 23,743 -505 -2%
QCIG
87
Quad-Cities Investment Group
Iowa
$500K 23,178 +1,449 +7%
BTI
88
Blue Trust Inc
Georgia
$484K 22,512 +55 +0.2%
CA
89
Cannon Advisors
North Carolina
$479K 22,414 +22,414 New
TW
90
Transform Wealth
Colorado
$465K 21,577
AFG
91
Allegheny Financial Group
Pennsylvania
$456K 21,150
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$445K 20,626 -117 -0.6%
OC
93
Oppenheimer & Co
New York
$439K 20,351
NA
94
NewEdge Advisors
Louisiana
$438K 20,300 +10,730 +112%
Mariner
95
Mariner
Kansas
$432K 20,040 -7,886 -28%
MWM
96
MinichMacGregor Wealth Management
New York
$422K 134,027 +266 +0.2%
HI
97
Harbour Investments
Wisconsin
$421K 19,529
SC
98
Savant Capital
Illinois
$419K 19,457 -2,742 -12%
PCG
99
Prosperity Consulting Group
Maryland
$416K 19,295 +19,295 New
AWM
100
Avior Wealth Management
Nebraska
$408K 18,938 -613 -3%