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Adams Diversified Equity Fund

158 hedge funds and large institutions have $626M invested in Adams Diversified Equity Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
61
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$66K -$13.5K -764 -17%
CFD
127
Creative Financial Designs
Indiana
$55K +$46.1K +2,604 +518%
SA
128
Scarborough Advisors
Maryland
$49.8K +$49.8K +2,810 New
PA
129
Parallel Advisors
California
$49.6K -$37.2K -2,100 -43%
RIL
130
Rothschild Investment LLC
Illinois
$37.3K +$37.3K +2,104 New
PMFA
131
Plante Moran Financial Advisors
Michigan
$36.9K
AIC
132
Archer Investment Corporation
Indiana
$33.5K
GWS
133
Glassman Wealth Services
Virginia
$25.8K
IGWM
134
ICA Group Wealth Management
Colorado
$23.9K +$23.9K +1,351 New
ANBT
135
American National Bank & Trust
Texas
$22.3K +$22.3K +1,257 New
AP
136
Atwood & Palmer
Missouri
$18.7K
SSB
137
Sandy Spring Bank
Maryland
$17.3K
IA
138
IFP Advisors
Florida
$16.3K
BSB
139
Bangor Savings Bank
Maine
$12K
PTC
140
Private Trust Company
Ohio
$11.5K +$708 +40 +7%
SIS
141
Sound Income Strategies
Florida
$10.9K
LFG
142
Larson Financial Group
Missouri
$7.17K
FWM
143
Focused Wealth Management
New York
$5.62K -$71 -4 -1%
SA
144
SRH Advisors
Kansas
$5.54K
RDIA
145
RE Dickinson Investment Advisors
Iowa
$5K
TJHA
146
Thomas J. Herzfeld Advisors
Florida
$4.48K -$35.4K -1,999 -89%
CTWM
147
Cherry Tree Wealth Management
Minnesota
$4.46K
MBFW
148
Morton Brown Family Wealth
Pennsylvania
$3.44K
MCA
149
Maryland Capital Advisors
Maryland
$3.1K
WT
150
Whittier Trust
California
$2.64K