ADX icon

Adams Diversified Equity Fund

164 hedge funds and large institutions have $514M invested in Adams Diversified Equity Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
2.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
44
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$91.1K
SIA
127
SkyView Investment Advisors
New Jersey
$68K +$68K +1,948 New
GEA
128
Glen Eagle Advisors
New Jersey
$63.7K +$17 +1 +0%
AF
129
Allworth Financial
California
$62.3K
BFEC
130
Benjamin F. Edwards & Company
Missouri
$59K
TJHA
131
Thomas J. Herzfeld Advisors
Florida
$37.8K +$118 +7 +0.3%
PFG
132
Piershale Financial Group
Illinois
$32.3K +$101 +6 +0.3%
AIC
133
Archer Investment Corporation
Indiana
$31.8K +$31.8K +1,889 New
GI
134
Gradient Investments
Minnesota
$25.3K +$25.3K +1,508 New
SFG
135
Steward Financial Group
Texas
$22K
IGWM
136
ICA Group Wealth Management
Colorado
$21.3K
AP
137
Atwood & Palmer
Missouri
$17.8K
SSB
138
Sandy Spring Bank
Maryland
$16.4K
IA
139
IFP Advisors
Florida
$15.5K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +730 New
PMFA
141
Plante Moran Financial Advisors
Michigan
$12K
BSB
142
Bangor Savings Bank
Maine
$11.4K
SIS
143
Sound Income Strategies
Florida
$10.3K
PTC
144
Private Trust Company
Ohio
$10.3K
CFD
145
Creative Financial Designs
Indiana
$8.43K +$8.43K +502 New
MG
146
Mather Group
Illinois
$7.66K +$7.66K +456 New
LFG
147
Larson Financial Group
Missouri
$6.81K
WPA
148
West Paces Advisors
Georgia
$6.17K
FWM
149
Focused Wealth Management
New York
$5.38K +$17 +1 +0.3%
RDIA
150
RE Dickinson Investment Advisors
Iowa
$5K