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Adams Diversified Equity Fund
ADX

Overview Fund Activity

164 hedge funds and large institutions have $514M invested in Adams Diversified Equity Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
2.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
44
Reduced
46
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$73.9M
2
CA
2
Cornerstone Advisors
North Carolina
$23.2M
3
WW
3
Waterfront Wealth
Kansas
$7.07M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$780K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.3M
2
WAM
2
Wolverine Asset Management
Illinois
$104K
3
SFS
3
Shaker Financial Services
Virginia
$2.77M
4
1CP
4
1607 Capital Partners
Virginia
$39.4M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
Silverlake Wealth Management
Vermont
$230K 13,675 – –
Truist Financial
102
Truist Financial
North Carolina
$220K 13,109 -181 -1%
Creative Planning
103
Creative Planning
Kansas
$216K 12,855 -4,387 -25%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$212K 12,599 -36 -0.3%
SFS
105
Sowell Financial Services
Arkansas
$211K 12,539 – –
MOS
106
MGO One Seven
Ohio
$209K 12,410 -326 -3%
Deutsche Bank
107
Deutsche Bank
Germany
$208K 12,367 – –
LNWWM
108
Laird Norton Wetherby Wealth Management
California
$205K 12,203 – –
US Bancorp
109
US Bancorp
Minnesota
$201K 11,933 – –
CL
110
Choreo LLC
Illinois
$200K 11,877 – –
OAM
111
Occidental Asset Management
California
$194K 11,515 -163 -1%
OC
112
Oppenheimer & Co
New York
$190K 11,288 – –
CWM
113
Connecticut Wealth Management
Connecticut
$189K 11,271 +650 +6%
Walleye Capital
114
Walleye Capital
New York
$185K 10,981 -15,275 -58%
GT
115
Glenmede Trust
Pennsylvania
$183K 11,752 – –
VPIM
116
Vanguard Personalized Indexing Management
California
$176K 10,481 +10,481 New
CWC
117
Carolinas Wealth Consulting
North Carolina
$173K 10,286 – –
PWPS
118
Pinnacle Wealth Planning Services
Ohio
$171K 10,146 -295 -3%
CFS
119
CRA Financial Services
New Jersey
$168K 10,000 -4,000 -29%
EP
120
Eudaimonia Partners
Tennessee
$168K 10,000 – –
FCT
121
First Community Trust
Iowa
$143K 8,526 – –
SIC
122
Salem Investment Counselors
North Carolina
$132K 7,836 +6,636 +553%
CSWM
123
Cassady Schiller Wealth Management
Ohio
$118K 6,995 +6,995 New
WAM
124
Wolverine Asset Management
Illinois
$104K 6,178 -237,764 -97%
PA
125
Parallel Advisors
California
$92.5K 5,500 – –
3 4
5
6 7