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Adams Diversified Equity Fund

156 hedge funds and large institutions have $450M invested in Adams Diversified Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
19
Increased
43
Reduced
47
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
126
Glen Eagle Advisors
New Jersey
$58.9K
AF
127
Allworth Financial
California
$57.7K +$57.7K +3,709 New
BFEC
128
Benjamin F. Edwards & Company
Missouri
$55K
TJHA
129
Thomas J. Herzfeld Advisors
Florida
$34.8K +$62 +4 +0.2%
EI
130
Ellevest Inc
New York
$32.9K
PFG
131
Piershale Financial Group
Illinois
$29.8K +$62 +4 +0.2%
SFG
132
Steward Financial Group
Texas
$20K
IGWM
133
ICA Group Wealth Management
Colorado
$19.7K
SIC
134
Salem Investment Counselors
North Carolina
$18.7K
AP
135
Atwood & Palmer
Missouri
$16.4K
SSB
136
Sandy Spring Bank
Maryland
$15.2K
IA
137
IFP Advisors
Florida
$14.2K -$56.7K -3,679 -80%
PMFA
138
Plante Moran Financial Advisors
Michigan
$11.1K
BSB
139
Bangor Savings Bank
Maine
$10.6K
SIS
140
Sound Income Strategies
Florida
$9.56K
PTC
141
Private Trust Company
Ohio
$9.52K
CPFP
142
Clear Perspectives Financial Planning
Ohio
$7.09K
LFG
143
Larson Financial Group
Missouri
$6.3K
WPA
144
West Paces Advisors
Georgia
$5.71K +$5.71K +367 New
SA
145
SRH Advisors
Kansas
$5K
FWM
146
Focused Wealth Management
New York
$4.96K
RDIA
147
RE Dickinson Investment Advisors
Iowa
$4K
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$3.44K -$235 -15,119 -6%
MBFW
149
Morton Brown Family Wealth
Pennsylvania
$3.02K +$3.02K +194 New
MCA
150
Maryland Capital Advisors
Maryland
$2.72K