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Adams Diversified Equity Fund

154 hedge funds and large institutions have $539M invested in Adams Diversified Equity Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
-10
Holders Change %
-6.1%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
43
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
101
Silverlake Wealth Management
Vermont
$228K 13,675
OC
102
Oppenheimer & Co
New York
$225K 13,538 +2,250 +20%
Truist Financial
103
Truist Financial
North Carolina
$218K 13,112 +3 +0%
NA
104
NewEdge Advisors
Louisiana
$217K 13,011 -6,800 -34%
Creative Planning
105
Creative Planning
Kansas
$211K 12,674 -181 -1%
SCA
106
Snowden Capital Advisors
New York
$209K 12,590 -2,829 -18%
TCBWMS
107
Texas Capital Bank Wealth Management Services
Texas
$209K 12,580 -6,301 -33%
SFS
108
Sowell Financial Services
Arkansas
$209K 12,539
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$208K 12,525 -74 -0.6%
LNWWM
110
Laird Norton Wetherby Wealth Management
California
$203K 12,203
CL
111
Choreo LLC
Illinois
$198K 11,877
GT
112
Glenmede Trust
Pennsylvania
$196K 11,752
CWM
113
Connecticut Wealth Management
Connecticut
$188K 11,271
US Bancorp
114
US Bancorp
Minnesota
$182K 10,917 -1,016 -9%
MOS
115
MGO One Seven
Ohio
$181K 10,865 -1,545 -12%
CWC
116
Carolinas Wealth Consulting
North Carolina
$166K 10,286
CFS
117
CRA Financial Services
New Jersey
$166K 10,000
EP
118
Eudaimonia Partners
Tennessee
$166K 10,000
FCT
119
First Community Trust
Iowa
$142K 8,526
CSWM
120
Cassady Schiller Wealth Management
Ohio
$116K 6,995
SPIA
121
Steward Partners Investment Advisory
New York
$90.2K 5,420
PA
122
Parallel Advisors
California
$81.5K 4,900 -600 -11%
Comerica Bank
123
Comerica Bank
Texas
$77.4K 4,649 +4,649 New
BFEC
124
Benjamin F. Edwards & Company
Missouri
$75K 4,505 +1,000 +29%
GEA
125
Glen Eagle Advisors
New Jersey
$63.1K 3,790 -1 -0%