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Adams Diversified Equity Fund

161 hedge funds and large institutions have $637M invested in Adams Diversified Equity Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
19
Increased
51
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
101
Principal Securities
Iowa
$307K
RFC
102
Regions Financial Corp
Alabama
$305K -$3.81K -195 -1%
WB
103
WesBanco Bank
West Virginia
$300K
MCA
104
MSH Capital Advisors
Arizona
$294K -$9.76K -500 -3%
SCA
105
Snowden Capital Advisors
New York
$262K
Truist Financial
106
Truist Financial
North Carolina
$257K -$59 -3 -0%
NA
107
NewEdge Advisors
Louisiana
$257K +$19.6K +1,003 +8%
CAM
108
Concorde Asset Management
Michigan
$253K +$253K +12,950 New
Creative Planning
109
Creative Planning
Kansas
$247K -$7.87K -403 -3%
LNWWM
110
Laird Norton Wetherby Wealth Management
California
$238K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$232K -$133K -6,814 -36%
CL
112
Choreo LLC
Illinois
$232K
SWM
113
Silverlake Wealth Management
Vermont
$222K -$44.9K -2,300 -17%
C
114
Covestor
United Kingdom
$203K +$203K +10,418 New
CWC
115
Carolinas Wealth Consulting
North Carolina
$201K
CFS
116
CRA Financial Services
New Jersey
$195K
EP
117
Eudaimonia Partners
Tennessee
$195K
CIG
118
Cullen Investment Group
Louisiana
$194K +$194K +10,090 New
JRCM
119
Jones Road Capital Management
New York
$174K +$174K +8,891 New
TCM
120
Tradewinds Capital Management
Washington
$173K +$173K +8,871 New
US Bancorp
121
US Bancorp
Minnesota
$164K -$49.4K -2,529 -23%
CSWM
122
Cassady Schiller Wealth Management
Ohio
$137K
FCT
123
First Community Trust
Iowa
$130K -$36.6K -1,876 -22%
SPIA
124
Steward Partners Investment Advisory
New York
$113K
GEA
125
Glen Eagle Advisors
New Jersey
$78.9K