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Adams Diversified Equity Fund
ADX

Overview Fund Activity

96 hedge funds and large institutions have $285M invested in Adams Diversified Equity Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.4%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
13
Increased
50
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$11.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
LCM
3
Landscape Capital Management
New Jersey
$6.75M
4
CA
4
Cornerstone Advisors
North Carolina
$10.5M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$14.1M

Top Sellers

1
GFM
1
Gramercy Funds Management
Connecticut
$5.32M
2
RCM
2
Rivernorth Capital Management
Florida
$18.5M
3
CRC
3
Curi RMB Capital
Illinois
$318K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$33.9M
5
SFS
5
Shaker Financial Services
Virginia
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
– -$159K -12,088 Closed
ICM
102
IMS Capital Management
Oregon
– -$152K -11,593 Closed
JFA
103
JNBA Financial Advisors
Minnesota
– -$31K -2,393 Closed
S
104
SignatureFD
Georgia
– -$31K -2,393 Closed
IWM
105
Integrated Wealth Management
California
– -$31K -2,353 Closed
TRCT
106
Tower Research Capital (TRC)
New York
– -$10K -798 Closed
1 2 3 4
5