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Adams Diversified Equity Fund
ADX

Overview Fund Activity

169 hedge funds and large institutions have $552M invested in Adams Diversified Equity Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.45%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
25
Increased
47
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Landscape Capital Management
New Jersey
$8.9M
2
JRCM
2
Jones Road Capital Management
New York
$8.09M
3
SFS
3
Shaker Financial Services
Virginia
$4.45M
4
WIA
4
World Investment Advisors
California
$1.64M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$6.35M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$138M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$61.5M
3
AW
3
Atlas Wealth
Ohio
$0
4
1CP
4
1607 Capital Partners
Virginia
$12.8M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$382K 17,701 +5,233 +42%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$349K 16,320 +12,072 +284%
RFC
103
Regions Financial Corp
Alabama
$344K 15,934 +322 +2%
PS
104
Principal Securities
Iowa
$339K 15,723 – –
LFAS
105
Level Four Advisory Services
Texas
$334K 15,431 +15,431 New
PIA
106
Pinion Investment Advisors
Kansas
$331K 15,337 -104 -0.7%
PAS
107
Park Avenue Securities
New York
$329K 15,249 +265 +2%
NW
108
NewEdge Wealth
Pennsylvania
$319K 14,813 +14,813 New
MCA
109
MSH Capital Advisors
Arizona
$319K 14,789 -248 -2%
SCA
110
SMH Capital Advisors
Texas
$296K 13,728 -844 -6%
CAM
111
Concorde Asset Management
Michigan
$287K 13,289 +1,139 +9%
Truist Financial
112
Truist Financial
North Carolina
$285K 13,217 +24 +0.2%
Creative Planning
113
Creative Planning
Kansas
$274K 12,708 -599 -5%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$266K 12,455 +12,455 New
LNWWM
115
Laird Norton Wetherby Wealth Management
California
$263K 12,203 – –
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$259K 11,999 +4,741 +65%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$259K 11,990 +99 +0.8%
GVAG
118
Great Valley Advisor Group
Delaware
$254K 11,755 +2,196 +23%
SFA
119
Sequoia Financial Advisors
Ohio
$248K 11,482 +11,482 New
SWM
120
Silverlake Wealth Management
Vermont
$245K 11,375 – –
WB
121
WesBanco Bank
West Virginia
$245K 11,362 -4,014 -26%
KWM
122
Kingsview Wealth Management
Oregon
$238K 11,061 +11,061 New
FCMC
123
Founders Capital Management (Connecticut)
Connecticut
$220K 10,213 -235 -2%
CFS
124
CRA Financial Services
New Jersey
$216K 10,000 – –
TIAA Trust, National Association
125
TIAA Trust, National Association
North Carolina
$209K 9,717 -4,530 -32%
3 4
5
6 7