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Adams Diversified Equity Fund
ADX

Overview Fund Activity

89 hedge funds and large institutions have $281M invested in Adams Diversified Equity Fund in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
15
Increased
24
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$44.8M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$53.7M
3
CCP
3
Clough Capital Partners
Massachusetts
$2.78M
4
SFS
4
Shaker Financial Services
Virginia
$6.31M
5
WAM
5
Wolverine Asset Management
Illinois
$3.05M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
PPA
2
Parametric Portfolio Associates
Washington
$910K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.53M
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
1CP
5
1607 Capital Partners
Virginia
$7.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
101
Westport Resources Management
Connecticut
– -$73K -5,687 Closed
NHFG
102
New Harbor Financial Group
Massachusetts
– -$52K -4,116 Closed
CCS
103
Crosspoint Capital Strategies
California
– -$20K -1,468 Closed
Deutsche Bank
104
Deutsche Bank
Germany
– -$9K -735 Closed
1 2 3 4
5