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Adams Diversified Equity Fund

159 hedge funds and large institutions have $738M invested in Adams Diversified Equity Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
159
Holders Change
-2
Holders Change %
-1.24%
% of All Funds
2.31%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
15
Increased
45
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAS
101
Park Avenue Securities
New York
$322K 14,984 -3,000 -17%
SCA
102
SMH Capital Advisors
Texas
$313K 14,572 -1,321 -8%
LCM
103
Landscape Capital Management
New Jersey
$307K 14,294 -135,696 -90%
TIAA Trust, National Association
104
TIAA Trust, National Association
North Carolina
$306K 14,247 +14,247 New
Creative Planning
105
Creative Planning
Kansas
$286K 13,307 +633 +5%
Truist Financial
106
Truist Financial
North Carolina
$284K 13,193 +3 +0%
PAG
107
Private Advisor Group
New Jersey
$268K 12,468 -4,298 -26%
LNWWM
108
Laird Norton Wetherby Wealth Management
California
$262K 12,203
CAM
109
Concorde Asset Management
Michigan
$261K 12,150 -800 -6%
CA
110
Cornerstone Advisors
North Carolina
$259K 12,054 -593,992 -98%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$256K 11,891 +12 +0.1%
SWM
112
Silverlake Wealth Management
Vermont
$244K 11,375
FCMC
113
Founders Capital Management (Connecticut)
Connecticut
$225K 10,448 +10,448 New
C
114
Covestor
United Kingdom
$224K 10,418
US Bancorp
115
US Bancorp
Minnesota
$222K 10,331 +1,943 +23%
CFS
116
CRA Financial Services
New Jersey
$215K 10,000
NA
117
NewEdge Advisors
Louisiana
$206K 9,570 -3,597 -27%
GVAG
118
Great Valley Advisor Group
Delaware
$206K 9,559 +9,559 New
EFG
119
Ethos Financial Group
Pennsylvania
$204K 9,499 +9,499 New
TCM
120
Tradewinds Capital Management
Washington
$191K 8,871
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$156K 7,258 -26,835 -79%
CSWM
122
Cassady Schiller Wealth Management
Ohio
$150K 6,995
FCT
123
First Community Trust
Iowa
$143K 6,650
SPIA
124
Steward Partners Investment Advisory
New York
$140K 6,536 +750 +13%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$91.3K 4,248 +4,248 New