ADX icon

Adams Diversified Equity Fund

155 hedge funds and large institutions have $470M invested in Adams Diversified Equity Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
2.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
33
Increased
56
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
101
Savant Capital
Illinois
$249K
NA
102
NewEdge Advisors
Louisiana
$245K +$245K +12,635 New
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$237K
GT
104
Glenmede Trust
Pennsylvania
$228K
Deutsche Bank
105
Deutsche Bank
Germany
$226K
HKIM
106
Hayek Kallen Investment Management
Alabama
$222K
FCMC
107
Founders Capital Management (Connecticut)
Connecticut
$222K +$21.6K +1,116 +11%
MCA
108
MSH Capital Advisors
Arizona
$210K +$210K +10,830 New
SI
109
Sprott Inc
Ontario, Canada
$202K +$202K +10,390 New
SWM
110
Spire Wealth Management
Virginia
$174K -$280K -14,392 -62%
FCT
111
First Community Trust
Iowa
$165K +$165K +8,526 New
PMFA
112
Plante Moran Financial Advisors
Michigan
$156K
MWM
113
MinichMacGregor Wealth Management
New York
$137K
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$117K +$15.1K +779 +15%
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$108K +$108K +5,569 New
CFA
116
Carroll Financial Associates
North Carolina
$102K
CFCI
117
Comprehensive Financial Consultants Institutional
Indiana
$89K +$89K +4,998 New
CFGS
118
Concourse Financial Group Securities
Alabama
$74K +$9.53K +488 +15%
CWC
119
Carolinas Wealth Consulting
North Carolina
$71K +$71K +3,668 New
GEA
120
Glen Eagle Advisors
New Jersey
$69.3K +$8.93K +460 +15%
CA
121
Clearstead Advisors
Ohio
$53K +$53K +2,734 New
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$47K -$16.9K -873 -26%
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$40.3K
US Bancorp
124
US Bancorp
Minnesota
$39K
APA
125
American Portfolios Advisors
New York
$29.1K +$3.36K +173 +13%