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Adams Diversified Equity Fund

143 hedge funds and large institutions have $440M invested in Adams Diversified Equity Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-12
Holders Change %
-7.74%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
48
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
126
Sandy Spring Bank
Maryland
$18K
SBL
127
Sargent Bickham Lagudis
Colorado
$18K
FCFS
128
First Command Financial Services
Texas
$16K +$16K +849 New
FCB
129
First Command Bank
Texas
$16K +$16K +849 New
GWM
130
Geneos Wealth Management
Colorado
$14K
BlackRock
131
BlackRock
New York
$10K -$1.3M -70,079 -99%
CPFP
132
Clear Perspectives Financial Planning
Ohio
$8K
LFG
133
Larson Financial Group
Missouri
$7K
SA
134
SRH Advisors
Kansas
$6K
FWM
135
Focused Wealth Management
New York
$6K +$19 +1 +0.3%
PMFA
136
Plante Moran Financial Advisors
Michigan
$3K -$161K -7,865 -98%
MCA
137
Maryland Capital Advisors
Maryland
$3K
WT
138
Whittier Trust
California
$3K
TAM
139
Tucker Asset Management
Colorado
$2.6K
AWM
140
Avior Wealth Management
Nebraska
$2K
FF
141
FourThought Financial
Florida
$1K
RMC
142
Resources Management Corp
Connecticut
$1K
Northern Trust
143
Northern Trust
Illinois
-$600K -30,900 Closed
AWE
144
Avidian Wealth Enterprises
Texas
-$396K -20,425 Closed
SDJVC
145
St. Denis J. Villere & Co
Louisiana
-$324K -16,697 Closed
MIG
146
Mariner Investment Group
New York
-$291K -15,000 Closed
SI
147
Sprott Inc
Ontario, Canada
-$202K -10,390 Closed
KOCAA
148
Knights of Columbus Asset Advisors
Connecticut
-$108K -5,569 Closed
CFCI
149
Comprehensive Financial Consultants Institutional
Indiana
-$89K -4,998 Closed
CFGS
150
Concourse Financial Group Securities
Alabama
-$74K -3,789 Closed