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Adams Diversified Equity Fund

155 hedge funds and large institutions have $470M invested in Adams Diversified Equity Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
2.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
33
Increased
56
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLLW
126
Graves Light Lenhart Wealth
Virginia
$29K +$3.74K +192 +15%
HI
127
Hudock Inc
Pennsylvania
$29K +$3.72K +197 +15%
TCWM
128
Total Clarity Wealth Management
Illinois
$28K
HCP
129
Hexagon Capital Partners
Arkansas
$27K
SFG
130
Steward Financial Group
Texas
$26K +$26K +1,350 New
SIC
131
Salem Investment Counselors
North Carolina
$23K
AP
132
Atwood & Palmer
Missouri
$21K
SSB
133
Sandy Spring Bank
Maryland
$19K
SBL
134
Sargent Bickham Lagudis
Colorado
$19K
KFS
135
Kelly Financial Services
Massachusetts
$15.1K +$1.94K +100 +15%
GWM
136
Geneos Wealth Management
Colorado
$15K
DAM
137
Delta Asset Management
Tennessee
$13K +$13K +646 New
FAG
138
Fortitude Advisory Group
Washington
$12K +$12K +600 New
CPFP
139
Clear Perspectives Financial Planning
Ohio
$9K
LFG
140
Larson Financial Group
Missouri
$8K +$8K +405 New
SA
141
SRH Advisors
Kansas
$6K
RDIA
142
RE Dickinson Investment Advisors
Iowa
$6K +$6K +288 New
FWM
143
Focused Wealth Management
New York
$6K +$6K +313 New
Bessemer Group
144
Bessemer Group
New Jersey
$5K +$5K +276 New
WT
145
Washington Trust
Rhode Island
$4K +$4K +198 New
RIA
146
Richwood Investment Advisors
Ohio
$4K +$4K +229 New
WT
147
Whittier Trust
California
$3K
MCA
148
Maryland Capital Advisors
Maryland
$3K +$3K +175 New
TAM
149
Tucker Asset Management
Colorado
$2.75K
AWM
150
Avior Wealth Management
Nebraska
$2K +$2K +113 New