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Adams Diversified Equity Fund

149 hedge funds and large institutions have $366M invested in Adams Diversified Equity Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
18
Increased
49
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
101
Choreo LLC
Illinois
$173K
GT
102
Glenmede Trust
Pennsylvania
$171K
Deutsche Bank
103
Deutsche Bank
Germany
$170K
HKIM
104
Hayek Kallen Investment Management
Alabama
$167K
Northern Trust
105
Northern Trust
Illinois
$161K +$161K +11,059 New
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$158K -$174K -12,000 -52%
EP
107
Eudaimonia Partners
Tennessee
$146K +$146K +10,000 New
CWC
108
Carolinas Wealth Consulting
North Carolina
$144K +$83.2K +5,700 +137%
MWM
109
MinichMacGregor Wealth Management
New York
$133K
FCT
110
First Community Trust
Iowa
$124K
IA
111
IFP Advisors
Florida
$113K +$8.6K +556 +8%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$89K +$1.45K +100 +2%
AF
113
Allworth Financial
California
$54K
GEA
114
Glen Eagle Advisors
New Jersey
$52K
BFEC
115
Benjamin F. Edwards & Company
Missouri
$51K +$51K +3,505 New
PFSC
116
Peoples Financial Services Corp
Pennsylvania
$40K
CA
117
Clearstead Advisors
Ohio
$36K
EI
118
Ellevest Inc
New York
$34K
TJHA
119
Thomas J. Herzfeld Advisors
Florida
$31K -$2.18M -148,320 -99%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$29K -$13.7K -944 -32%
HI
121
Hudock Inc
Pennsylvania
$22K
Bessemer Group
122
Bessemer Group
New Jersey
$22K +$22K +1,536 New
APA
123
American Portfolios Advisors
New York
$21.9K -$12.3K -841 -36%
PTC
124
Private Trust Company
Ohio
$17K
SIC
125
Salem Investment Counselors
North Carolina
$17K