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.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
74% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 35
16% more capital invested
Capital invested by funds: $539M → $626M (+$87.1M)
3% more funds holding
Funds holding: 154 → 158 (+4)
2.45% more ownership
Funds ownership: 26.9% → 29.35% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.8M |
| 2 |
PCR
Potrero Capital Research
San Francisco,
California
|
+$14.5M |
| 3 |
SCM
Saba Capital Management
New York
|
+$13.5M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$5.23M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$22.9M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$4.19M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$3.89M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.01M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.88M |
ADX Hedge Fund Activity: Q4 2023 in Review
158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2023, worth a combined $626M — up 16% from $539M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ADX positions and 7 closed out — a net gain of 9 holders — while 61 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38.8M. The largest seller was Atlas Wealth, exiting entirely with an estimated $22.9M sold.
- 158 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2023, up from 154 in Q3 2023.
- Funds reported $626M of Adams Diversified Equity Fund stock for Q4 2023, up 16% quarter-over-quarter.
- 16 funds opened new Adams Diversified Equity Fund positions in Q4 2023 and 7 closed out, a net change of +9 holders.
- The largest Adams Diversified Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $38.8M added.
- The largest Adams Diversified Equity Fund seller in Q4 2023 was Atlas Wealth, an estimated $22.9M sold.
Based on aggregated 13F filings for Q4 2023.