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.
33% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 36
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1.58% less ownership
Funds ownership: 21.91% → 20.33% (-1.6%)
7% less capital invested
Capital invested by funds: $470M → $440M (-$30.7M)
8% less funds holding
Funds holding: 155 → 143 (-12)
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$4.37M |
| 2 |
Cohen & Steers
New York
|
+$2.38M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.41M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.24M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$7.47M |
| 2 |
Morgan Stanley
New York
|
-$3.16M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.76M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.46M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.42M |
ADX Hedge Fund Activity: Q1 2022 in Review
143 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q1 2022, worth a combined $440M — down 6.5% from $470M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of ADX and 10 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 48 added.
The largest buyer was Bulldog Investors, adding an estimated $4.37M. The largest seller was Cornerstone Advisors, cutting an estimated $7.47M.
- 143 institutional investors held Adams Diversified Equity Fund (ADX) as of Q1 2022, down from 155 in Q4 2021.
- Funds reported $440M of Adams Diversified Equity Fund stock for Q1 2022, down 6.5% quarter-over-quarter.
- 10 funds opened new Adams Diversified Equity Fund positions in Q1 2022 and 17 closed out, a net change of -7 holders.
- The largest Adams Diversified Equity Fund buyer in Q1 2022 was Bulldog Investors, an estimated $4.37M added.
- The largest Adams Diversified Equity Fund seller in Q1 2022 was Cornerstone Advisors, an estimated $7.47M sold.
Based on aggregated 13F filings for Q1 2022.