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Adams Diversified Equity Fund

136 hedge funds and large institutions have $476M invested in Adams Diversified Equity Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
2.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
37
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FCMC
101
Founders Capital Management (Connecticut)
Connecticut
$205K 10,333 +10,333 New
PMFA
102
Plante Moran Financial Advisors
Michigan
$159K 8,012
TWA
103
TCI Wealth Advisors
Arizona
$159K 8,010 +4,010 +100%
MWM
104
MinichMacGregor Wealth Management
New York
$137K 120,897
CFA
105
Carroll Financial Associates
North Carolina
$104K 5,269
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$104K 5,271
Fidelity Investments
107
Fidelity Investments
Massachusetts
$72K 3,643 +3,643 New
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$65K 3,295 -5,705 -63%
CFGS
109
Concourse Financial Group Securities
Alabama
$65K 3,301 +5 +0.2%
GEA
110
Glen Eagle Advisors
New Jersey
$61.6K 3,112
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$41.1K 2,078 +2,078 New
US Bancorp
112
US Bancorp
Minnesota
$40K 2,033
CAL
113
Capital Analysts LLC
Pennsylvania
$32K 1,639 +1,639 New
HCP
114
Hexagon Capital Partners
Arkansas
$28K 1,400 +1,400 New
TCWM
115
Total Clarity Wealth Management
Illinois
$28K 1,429 +1,429 New
APA
116
American Portfolios Advisors
New York
$26.3K 1,327
HI
117
Hudock Inc
Pennsylvania
$26K 1,339
GLLW
118
Graves Light Lenhart Wealth
Virginia
$26K 1,296 +3 +0.2%
SIC
119
Salem Investment Counselors
North Carolina
$24K 1,200
AP
120
Atwood & Palmer
Missouri
$21K 1,057
FHA
121
First Horizon Advisors
Tennessee
$20K 1,050
SBL
122
Sargent Bickham Lagudis
Colorado
$20K 1,000
SSB
123
Sandy Spring Bank
Maryland
$19K 975
GWM
124
Geneos Wealth Management
Colorado
$15K 800
KFS
125
Kelly Financial Services
Massachusetts
$13.4K 678 -12,698 -95%