Adams Diversified Equity Fund
169 hedge funds and large institutions have $552M invested in Adams Diversified Equity Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
6% more funds holding
Funds holding: 159 → 169 (+10)
7.04% less ownership
Funds ownership: 27.77% → 20.73% (-7%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
23% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 61
25% less capital invested
Capital invested by funds: $738M → $552M (-$185M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$8.48M |
| 2 |
JRCM
Jones Road Capital Management
New York
|
+$5.43M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$4.39M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.62M |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$70.9M |
| 2 |
Lazard Asset Management
New York
|
-$32.9M |
| 3 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$29.8M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$20.2M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
-$10.8M |
ADX Hedge Fund Activity: Q3 2024 in Review
169 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q3 2024, worth a combined $552M — down 25% from $738M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ADX positions and 13 closed out — a net gain of 12 holders — while 47 added to existing stakes and 61 trimmed.
The largest buyer was Landscape Capital Management, adding an estimated $8.48M. The largest seller was Saba Capital Management, cutting an estimated $70.9M.
- 169 institutional investors held Adams Diversified Equity Fund (ADX) as of Q3 2024, up from 159 in Q2 2024.
- Funds reported $552M of Adams Diversified Equity Fund stock for Q3 2024, down 25% quarter-over-quarter.
- 25 funds opened new Adams Diversified Equity Fund positions in Q3 2024 and 13 closed out, a net change of +12 holders.
- The largest Adams Diversified Equity Fund buyer in Q3 2024 was Landscape Capital Management, an estimated $8.48M added.
- The largest Adams Diversified Equity Fund seller in Q3 2024 was Saba Capital Management, an estimated $70.9M sold.
Based on aggregated 13F filings for Q3 2024.