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Adams Diversified Equity Fund

166 hedge funds and large institutions have $397M invested in Adams Diversified Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+17
Holders Change %
+11.41%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
66
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WB
101
WesBanco Bank
West Virginia
$224K
PIA
102
Pinion Investment Advisors
Kansas
$220K +$12.7K +875 +6%
VF
103
Virtu Financial
New York
$220K +$220K +15,163 New
V
104
Veritable
Delaware
$206K +$12K +824 +6%
CFS
105
CRA Financial Services
New Jersey
$206K
SWM
106
Silverlake Wealth Management
Vermont
$199K
Truist Financial
107
Truist Financial
North Carolina
$193K +$1.25K +86 +0.7%
SC
108
Savant Capital
Illinois
$187K +$85.2K +10,752 +84%
MCC
109
Money Concepts Capital
Florida
$183K +$183K +12,566 New
Deutsche Bank
110
Deutsche Bank
Germany
$180K +$10.4K +714 +6%
LNWWM
111
Laird Norton Wetherby Wealth Management
California
$177K
US Bancorp
112
US Bancorp
Minnesota
$174K
CL
113
Choreo LLC
Illinois
$173K
GT
114
Glenmede Trust
Pennsylvania
$171K
MOS
115
MGO One Seven
Ohio
$168K +$9.87K +679 +6%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$158K
CWM
117
Connecticut Wealth Management
Connecticut
$154K +$154K +10,621 New
OC
118
Oppenheimer & Co
New York
$154K +$154K +10,594 New
PAG
119
Private Advisor Group
New Jersey
$150K -$3.9K -492 -3%
OAM
120
Occidental Asset Management
California
$150K +$150K +10,328 New
CWS
121
Confluence Wealth Services
Pennsylvania
$149K -$190K -13,067 -56%
EP
122
Eudaimonia Partners
Tennessee
$145K
CWC
123
Carolinas Wealth Consulting
North Carolina
$143K
FCT
124
First Community Trust
Iowa
$124K
CSWM
125
Cassady Schiller Wealth Management
Ohio
$102K +$102K +6,995 New