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Adams Diversified Equity Fund

156 hedge funds and large institutions have $450M invested in Adams Diversified Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
19
Increased
43
Reduced
47
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
V
101
Veritable
Delaware
$221K
CFS
102
CRA Financial Services
New Jersey
$218K -$2.33K -150 -1%
SWM
103
Silverlake Wealth Management
Vermont
$213K
Truist Financial
104
Truist Financial
North Carolina
$207K +$62 +4 +0%
MOS
105
MGO One Seven
Ohio
$198K +$18.1K +1,162 +10%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$196K -$145K -9,336 -42%
SFS
107
Sowell Financial Services
Arkansas
$195K +$195K +12,539 New
Deutsche Bank
108
Deutsche Bank
Germany
$192K
LNWWM
109
Laird Norton Wetherby Wealth Management
California
$190K
US Bancorp
110
US Bancorp
Minnesota
$186K
CL
111
Choreo LLC
Illinois
$185K
GT
112
Glenmede Trust
Pennsylvania
$183K
OAM
113
Occidental Asset Management
California
$182K +$21K +1,350 +13%
BCM
114
Bluefin Capital Management
New York
$180K
OC
115
Oppenheimer & Co
New York
$176K +$10.8K +694 +7%
CWM
116
Connecticut Wealth Management
Connecticut
$165K
PWPS
117
Pinnacle Wealth Planning Services
Ohio
$162K +$162K +10,441 New
CWC
118
Carolinas Wealth Consulting
North Carolina
$160K +$6.62K +426 +4%
Lido Advisors
119
Lido Advisors
California
$157K +$157K +10,109 New
EP
120
Eudaimonia Partners
Tennessee
$156K
FCT
121
First Community Trust
Iowa
$133K
PA
122
Parallel Advisors
California
$85.5K +$85.5K +5,500 New
SPIA
123
Steward Partners Investment Advisory
New York
$84.3K +$84.3K +5,420 New
BAM
124
Belpointe Asset Management
Nevada
$65.3K
BWA
125
BDO Wealth Advisors
Florida
$61.6K +$61.6K +3,963 New