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Adams Diversified Equity Fund
ADX

Overview Fund Activity

149 hedge funds and large institutions have $366M invested in Adams Diversified Equity Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
18
Increased
49
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$62.3M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$11.8M
3
CCP
Clough Capital Partners
Massachusetts
$2.98M
4
AWM
Avior Wealth Management
Nebraska
$2.3M
5
WAM
Wolverine Asset Management
Illinois
$2.27M

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$31K
2
CA
Cornerstone Advisors
North Carolina
$12.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.17M
4
NI
NFC Investments
Tennessee
$0
5
Wells Fargo
Wells Fargo
California
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
126
Atwood & Palmer
Missouri
$15K – – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
SBL
128
Sargent Bickham Lagudis
Colorado
$15K – – –
SSB
129
Sandy Spring Bank
Maryland
$14K – – –
SPIA
130
Steward Partners Investment Advisory
New York
$12K -$78.5K -5,233 -87%
PMFA
131
Plante Moran Financial Advisors
Michigan
$10K -$2.06K -147 -17%
BSB
132
Bangor Savings Bank
Maine
$10K – – –
SIS
133
Sound Income Strategies
Florida
$9K +$9K +615 New
BlackRock
134
BlackRock
New York
$7K – – –
CPFP
135
Clear Perspectives Financial Planning
Ohio
$7K – – –
LFG
136
Larson Financial Group
Missouri
$6K – – –
SA
137
SRH Advisors
Kansas
$5K – – –
FWM
138
Focused Wealth Management
New York
$5K +$16 +1 +0.3%
GI
139
Gradient Investments
Minnesota
$5K +$5K +335 New
MAM
140
Meeder Asset Management
Ohio
$4K +$4K +295 New
MCA
141
Maryland Capital Advisors
Maryland
$3K – – –
TAM
142
Tucker Asset Management
Colorado
$2.21K – – –
WT
143
Whittier Trust
California
$2K – – –
RMC
144
Resources Management Corp
Connecticut
$1K – – –
EWA
145
EverSource Wealth Advisors
Alabama
$1K +$1K +57 New
MOS
146
MGO One Seven
Ohio
$158 +$158 +10,895 New
NI
147
NFC Investments
Tennessee
– -$912K -59,500 Closed
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
– -$677 -36,503 Closed
CWM
149
Collaborative Wealth Management
Florida
– -$277K -18,065 Closed
Walleye Capital
150
Walleye Capital
New York
– -$191K -12,466 Closed
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