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Adams Diversified Equity Fund

136 hedge funds and large institutions have $386M invested in Adams Diversified Equity Fund in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
43
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EA
126
Elm Advisors
California
$2K 120 +120 New
WLPWM
127
Walled Lake Planning & Wealth Management
Illinois
$1K 50 -41 -45%
SFS
128
Sowell Financial Services
Arkansas
$1K 33 -12 -27%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$1K 28
RMC
130
Resources Management Corp
Connecticut
$1K 75
SWP
131
ShoreHaven Wealth Partners
New Jersey
$1K 27 +27 New
FF
132
FourThought Financial
Florida
$1K 33 +33 New
Walleye Capital
133
Walleye Capital
New York
$622 35,958 -790 -2%
JWCA
134
J.W. Cole Advisors
Florida
-33,712 Closed
PAG
135
Private Advisor Group
New Jersey
-32,538 Closed
CRC
136
Curi RMB Capital
Illinois
-10,661 Closed
NC
137
NewSquare Capital
Pennsylvania
-1,750 Closed
LWA
138
Lenox Wealth Advisors
New York
-1,429 Closed
HCA
139
Horan Capital Advisors
Ohio
-1,420 Closed
TFM
140
TFC Financial Management
Massachusetts
-992 Closed
JWM
141
Jeppson Wealth Management
California
-500 Closed
NIC
142
Northwest Investment Counselors
Oregon
SIS
143
Sound Income Strategies
Florida
$0 3
PFO
144
Pathstone Family Office
New Jersey
$0 27 +1 +4%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$0 4 +4 New
CB
146
Community Bank
New York
$0 18 +18 New