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Adams Diversified Equity Fund

154 hedge funds and large institutions have $539M invested in Adams Diversified Equity Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-10
Holders Change %
-6.1%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
43
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TJHA
126
Thomas J. Herzfeld Advisors
Florida
$37.5K +$100 +6 +0.3%
PMFA
127
Plante Moran Financial Advisors
Michigan
$34.6K +$22.8K +1,369 +192%
SIA
128
SkyView Investment Advisors
New Jersey
$32K
AIC
129
Archer Investment Corporation
Indiana
$31.4K
GWS
130
Glassman Wealth Services
Virginia
$24.3K +$24.3K +1,458 New
AP
131
Atwood & Palmer
Missouri
$17.6K
SSB
132
Sandy Spring Bank
Maryland
$16.2K
IA
133
IFP Advisors
Florida
$15.3K
GI
134
Gradient Investments
Minnesota
$11.6K -$13.4K -808 -54%
BSB
135
Bangor Savings Bank
Maine
$11.3K
SIS
136
Sound Income Strategies
Florida
$10.2K
PTC
137
Private Trust Company
Ohio
$10.2K
CFD
138
Creative Financial Designs
Indiana
$8.37K +$17 +1 +0.2%
LFG
139
Larson Financial Group
Missouri
$6.74K
TWD
140
True Wealth Design
Ohio
$6.17K +$6.17K +371 New
FWM
141
Focused Wealth Management
New York
$5.34K +$17 +1 +0.3%
SA
142
SRH Advisors
Kansas
$5.21K
RDIA
143
RE Dickinson Investment Advisors
Iowa
$5K
TRCT
144
Tower Research Capital (TRC)
New York
$4.64K +$4.64K +279 New
CTWM
145
Cherry Tree Wealth Management
Minnesota
$4.19K
MBFW
146
Morton Brown Family Wealth
Pennsylvania
$3.23K
MCA
147
Maryland Capital Advisors
Maryland
$2.91K
WT
148
Whittier Trust
California
$2.48K
TAM
149
Tucker Asset Management
Colorado
$2.35K
AIM
150
Arcadia Investment Management
Michigan
$1.03K