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Adams Diversified Equity Fund

143 hedge funds and large institutions have $440M invested in Adams Diversified Equity Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
143
Holders Change
-12
Holders Change %
-7.74%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
48
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCMC
101
Founders Capital Management (Connecticut)
Connecticut
$212K +$443 +24 +0.2%
HKIM
102
Hayek Kallen Investment Management
Alabama
$211K
PAG
103
Private Advisor Group
New Jersey
$200K -$713K -38,649 -78%
FCT
104
First Community Trust
Iowa
$157K
SWM
105
Spire Wealth Management
Virginia
$154K -$11.4K -618 -7%
MWM
106
MinichMacGregor Wealth Management
New York
$136K
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$112K
IA
108
IFP Advisors
Florida
$104K +$104K +6,754 New
CWC
109
Carolinas Wealth Consulting
North Carolina
$68K
GEA
110
Glen Eagle Advisors
New Jersey
$65.9K
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$63K +$18.5K +1,007 +42%
CA
112
Clearstead Advisors
Ohio
$50K
PFSC
113
Peoples Financial Services Corp
Pennsylvania
$50K +$50K +2,732 New
APA
114
American Portfolios Advisors
New York
$43.2K +$15.5K +841 +56%
EI
115
Ellevest Inc
New York
$43K +$43K +2,354 New
Bessemer Group
116
Bessemer Group
New Jersey
$42K +$36.9K +2,004 +726%
MCC
117
Money Concepts Capital
Florida
$42K +$42K +2,285 New
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$38.3K
US Bancorp
119
US Bancorp
Minnesota
$37K
HI
120
Hudock Inc
Pennsylvania
$28K
GLLW
121
Graves Light Lenhart Wealth
Virginia
$28K +$553 +30 +2%
HCP
122
Hexagon Capital Partners
Arkansas
$26K
SFG
123
Steward Financial Group
Texas
$24K
SIC
124
Salem Investment Counselors
North Carolina
$22K
AP
125
Atwood & Palmer
Missouri
$19K