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Adams Diversified Equity Fund

161 hedge funds and large institutions have $637M invested in Adams Diversified Equity Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
19
Increased
51
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$77.9K -$13.9K -710 -15%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$73K
SA
128
Scarborough Advisors
Maryland
$54.9K +$59 +3 +0.1%
RIL
129
Rothschild Investment LLC
Illinois
$41.1K
PMFA
130
Plante Moran Financial Advisors
Michigan
$40.6K
CFD
131
Creative Financial Designs
Indiana
$38.6K -$22K -1,129 -36%
AIC
132
Archer Investment Corporation
Indiana
$36.9K
PA
133
Parallel Advisors
California
$27.3K -$27.3K -1,400 -50%
IGWM
134
ICA Group Wealth Management
Colorado
$26.4K
AP
135
Atwood & Palmer
Missouri
$20.6K
SSB
136
Sandy Spring Bank
Maryland
$19K
IA
137
IFP Advisors
Florida
$18K
TSMHT
138
Thurston Springer Miller Herd & Titak
Indiana
$15.3K +$15.3K +784 New
BSB
139
Bangor Savings Bank
Maine
$13.3K
KSWA
140
Kathleen S. Wright Associates
Pennsylvania
$13K +$13K +665 New
PTC
141
Private Trust Company
Ohio
$12.7K
SIS
142
Sound Income Strategies
Florida
$12K
LFG
143
Larson Financial Group
Missouri
$7.91K
HNB
144
Hilltop National Bank
Wyoming
$6.19K +$6.19K +317 New
CA
145
CoreCap Advisors
Michigan
$6.13K +$6.13K +314 New
SA
146
SRH Advisors
Kansas
$6.11K
RDIA
147
RE Dickinson Investment Advisors
Iowa
$6K
BWAM
148
Boyd Watterson Asset Management
Ohio
$5.86K +$5.86K +300 New
CTWM
149
Cherry Tree Wealth Management
Minnesota
$4.92K
MBFW
150
Morton Brown Family Wealth
Pennsylvania
$3.79K