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Adams Diversified Equity Fund

139 hedge funds and large institutions have $484M invested in Adams Diversified Equity Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
139
Holders Change
+4
Holders Change %
+2.96%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
18
Increased
46
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Deutsche Bank
101
Deutsche Bank
Germany
$230K 11,653
HKIM
102
Hayek Kallen Investment Management
Alabama
$226K 11,450
Creative Planning
103
Creative Planning
Kansas
$225K 11,381 -5,139 -31%
VF
104
Virtu Financial
New York
$220K 11,107 +11,107 New
SPIA
105
Steward Partners Investment Advisory
New York
$202K 10,202 -9,073 -47%
MAFM
106
Mid Atlantic Financial Management
Pennsylvania
$198K 10,039 +10,039 New
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$177K 9,000 -11,543 -56%
PMFA
108
Plante Moran Financial Advisors
Michigan
$158K 8,012
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$153K 7,751 +4,386 +130%
MWM
110
MinichMacGregor Wealth Management
New York
$137K 120,897
CFA
111
Carroll Financial Associates
North Carolina
$104K 5,269
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$104K 5,271
WT
113
Whittier Trust
California
$83K 4,209
TWA
114
TCI Wealth Advisors
Arizona
$79K 4,000 +4,000 New
JFGIW
115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66K 3,316 +3,316 New
CFGS
116
Concourse Financial Group Securities
Alabama
$65K 3,296 +2 +0.1%
GEA
117
Glen Eagle Advisors
New Jersey
$61.5K 3,112
US Bancorp
118
US Bancorp
Minnesota
$40K 2,033
APA
119
American Portfolios Advisors
New York
$26.2K 1,327 +1,174 +767%
HI
120
Hudock Inc
Pennsylvania
$26K 1,339
TC
121
Trust Company
Kansas
$26K 1,328
GLLW
122
Graves Light Lenhart Wealth
Virginia
$26K 1,293 +3 +0.2%
SIC
123
Salem Investment Counselors
North Carolina
$24K 1,200
AP
124
Atwood & Palmer
Missouri
$21K 1,057
FHA
125
First Horizon Advisors
Tennessee
$20K 1,050