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Adams Diversified Equity Fund

166 hedge funds and large institutions have $397M invested in Adams Diversified Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+17
Holders Change %
+11.41%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
66
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
126
WJ Interests
Texas
$78.9K +$78.9K +5,430 New
IA
127
IFP Advisors
Florida
$71K -$41.9K -2,711 -37%
RBC
128
Romano Brothers & Co
Illinois
$61.1K +$61.1K +4,200 New
BAM
129
Belpointe Asset Management
Nevada
$61.1K +$61.1K +4,200 New
GEA
130
Glen Eagle Advisors
New Jersey
$55.1K +$3.17K +218 +6%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$51K
CA
132
Clearstead Advisors
Ohio
$36.4K
TJHA
133
Thomas J. Herzfeld Advisors
Florida
$32.5K +$1.88K +129 +6%
EI
134
Ellevest Inc
New York
$30.8K -$3.48K -239 -10%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$29K
PFG
136
Piershale Financial Group
Illinois
$27.8K +$27.8K +1,910 New
SFG
137
Steward Financial Group
Texas
$19K +$19K +1,350 New
IGWM
138
ICA Group Wealth Management
Colorado
$18.4K +$18.4K +1,266 New
SIC
139
Salem Investment Counselors
North Carolina
$17.4K
AP
140
Atwood & Palmer
Missouri
$15.4K
SBL
141
Sargent Bickham Lagudis
Colorado
$14.5K
SSB
142
Sandy Spring Bank
Maryland
$14.2K
PMFA
143
Plante Moran Financial Advisors
Michigan
$10.4K
BSB
144
Bangor Savings Bank
Maine
$10K
WOSD
145
WFA of San Diego
California
$9.18K +$9.18K +631 New
PTC
146
Private Trust Company
Ohio
$9K -$7.82K -532 -47%
SIS
147
Sound Income Strategies
Florida
$8.94K
BlackRock
148
BlackRock
New York
$6.89K +$378 +26 +6%
CPFP
149
Clear Perspectives Financial Planning
Ohio
$6.63K
LFG
150
Larson Financial Group
Missouri
$5.89K