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Adams Diversified Equity Fund

135 hedge funds and large institutions have $450M invested in Adams Diversified Equity Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
15
Increased
41
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
126
Sowell Financial Services
Arkansas
$1K -$138 -4 -12%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$1K
FF
128
FourThought Financial
Florida
$1K
RMC
129
Resources Management Corp
Connecticut
$1K
EVM
130
Eaton Vance Management
Massachusetts
$1K +$1K +68 New
Walleye Capital
131
Walleye Capital
New York
$716 +$59 +3,257 +9%
SIS
132
Sound Income Strategies
Florida
$55
Millennium Management
133
Millennium Management
New York
-$1.75M -101,124 Closed
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
-$502K -29,056 Closed
SAM
135
Security Asset Management
New York
-$431K -24,921 Closed
BSW
136
Buckingham Strategic Wealth
Missouri
-$269K -15,564 Closed
AA
137
AQR Arbitrage
Connecticut
-$197K -11,420 Closed
XF
138
XML Financial
Maryland
-$180K -10,411 Closed
OMC
139
Old Mission Capital
Illinois
-$176K -10,200 Closed
PWPS
140
Pinnacle Wealth Planning Services
Ohio
-$124K -7,188 Closed
RWA
141
Ropes Wealth Advisors
Massachusetts
-$96K -5,544 Closed
TIAM2
142
Tru Independence Asset Management 2
Oregon
-$92K -5,326 Closed
AL
143
ADE LLC
Maryland
-$11K -625 Closed
SIAG
144
Safeguard Investment Advisory Group
California
-$8K -467 Closed
ME
145
McIlrath & Eck
Washington
-$7K -426 Closed
EA
146
Elm Advisors
California
-$2K -120 Closed
HNB
147
Huntington National Bank
Ohio
-$22K