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Adams Diversified Equity Fund

114 hedge funds and large institutions have $243M invested in Adams Diversified Equity Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 23 closing their positions.

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
39
Reduced
28
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BTNA
101
Bremer Trust National Association
Minnesota
$14K 1,137 +1,137 New
AP
102
Atwood & Palmer
Missouri
$13K 1,057
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$10K 788
SF
104
Synovus Financial
Georgia
$10K 782 +782 New
1NWS
105
1 North Wealth Services
Maryland
$8K 654 +654 New
GEA
106
Glen Eagle Advisors
New Jersey
$7.48K 593
KCM
107
Karp Capital Management
California
$6K 468 +468 New
RFM
108
Royal Fund Management
Florida
$6K 518 +518 New
ME
109
McIlrath & Eck
Washington
$5K 377
FHB
110
First Hawaiian Bank
Hawaii
$2K 170
APA
111
American Portfolios Advisors
New York
$1.94K 153
ZIG
112
Zuckerman Investment Group
Illinois
-384,549 Closed
BC
113
Brinker Capital
Pennsylvania
-157,600 Closed
MWM
114
MinichMacGregor Wealth Management
New York
-124,859 Closed
AA
115
Ancora Advisors
Ohio
-94,560 Closed
BRWA
116
B. Riley Wealth Advisors
Florida
-81,619 Closed
William Blair & Company
117
William Blair & Company
Illinois
-25,204 Closed
MWM
118
Mission Wealth Management
California
-18,253 Closed
DA
119
Doliver Advisors
Texas
-14,005 Closed
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
-13,586 Closed
OTC
121
Opera Trading Capital
France
-12,201 Closed
KJWM
122
Kiley Juergens Wealth Management
Washington
-6,000 Closed
WAS
123
WESPAC Advisors SoCal
California
-4,241 Closed
LA
124
Legacy Advisors
Pennsylvania
-3,750 Closed
WAM
125
Wolverine Asset Management
Illinois
-3,104 Closed