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Adams Diversified Equity Fund

145 hedge funds and large institutions have $368M invested in Adams Diversified Equity Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
2.45%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
51
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
126
Plante Moran Financial Advisors
Michigan
$13K +$10.8K +713 +485%
GWM
127
Geneos Wealth Management
Colorado
$12K
TCWM
128
Total Clarity Wealth Management
Illinois
$11K +$11K +715 New
BSB
129
Bangor Savings Bank
Maine
$10K +$10K +680 New
BlackRock
130
BlackRock
New York
$7K -$1.44K -92 -17%
CPFP
131
Clear Perspectives Financial Planning
Ohio
$7K
S
132
SignatureFD
Georgia
$7K +$7K +482 New
LFG
133
Larson Financial Group
Missouri
$6K
SA
134
SRH Advisors
Kansas
$5K
FWM
135
Focused Wealth Management
New York
$5K +$16 +1 +0.3%
MCA
136
Maryland Capital Advisors
Maryland
$3K
TAM
137
Tucker Asset Management
Colorado
$2.16K
WT
138
Whittier Trust
California
$2K
RMC
139
Resources Management Corp
Connecticut
$1K
AWM
140
Avior Wealth Management
Nebraska
$1K
FF
141
FourThought Financial
Florida
$1K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$677 -$561 -30,263 -45%
IAIM
143
International Assets Investment Management
Florida
$231 +$231 +15,051 New
RDIA
144
RE Dickinson Investment Advisors
Iowa
$4 +$4 +288 New
H6H
145
Hightower 6M Holding
Kansas
-$2.67M -144,693 Closed
CAG
146
Csenge Advisory Group
Florida
-$278K -15,091 Closed
UCFA
147
United Capital Financial Advisors
Texas
-$226K -12,280 Closed
SCM
148
Segantii Capital Management
Hong Kong
-$212K -11,502 Closed
FCMC
149
Founders Capital Management (Connecticut)
Connecticut
-$212K -11,473 Closed
SWM
150
Spire Wealth Management
Virginia
-$154K -8,330 Closed