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Adams Diversified Equity Fund

166 hedge funds and large institutions have $397M invested in Adams Diversified Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+17
Holders Change %
+11.41%
% of All Funds
2.68%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
66
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
151
U.S. Capital Wealth Advisors
Texas
$5.15K +$5.15K +354 New
SA
152
SRH Advisors
Kansas
$5K
FWM
153
Focused Wealth Management
New York
$4.63K +$44 +3 +0.9%
CA
154
CoreCap Advisors
Michigan
$4.57K +$4.57K +314 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$4K -$11.8K -776 -75%
RDIA
156
RE Dickinson Investment Advisors
Iowa
$4K +$4K +288 New
MCA
157
Maryland Capital Advisors
Maryland
$2.54K
WT
158
Whittier Trust
California
$2.17K
TAM
159
Tucker Asset Management
Colorado
$2.05K
JWA
160
JFS Wealth Advisors
Pennsylvania
$1.6K +$1.6K +110 New
MCI
161
MRP Capital Investments
Georgia
$1.55K +$1.55K +106 New
RMC
162
Resources Management Corp
Connecticut
$1K
EWA
163
EverSource Wealth Advisors
Alabama
$829
Citigroup
164
Citigroup
New York
$73
HNB
165
Huntington National Bank
Ohio
$15
Fidelity Investments
166
Fidelity Investments
Massachusetts
$15 +$15 +1 New
HWAM
167
Hennion & Walsh Asset Management
New Jersey
-$228K -15,636 Closed
CAG
168
Csenge Advisory Group
Florida
-$207K -14,232 Closed
HKIM
169
Hayek Kallen Investment Management
Alabama
-$167K -11,450 Closed
Northern Trust
170
Northern Trust
Illinois
-$161K -11,059 Closed
AF
171
Allworth Financial
California
-$54K -3,709 Closed
PFSC
172
Peoples Financial Services Corp
Pennsylvania
-$40K -2,732 Closed
HI
173
Hudock Inc
Pennsylvania
-$22K -1,536 Closed
Bessemer Group
174
Bessemer Group
New Jersey
-$22K -1,536 Closed
SPIA
175
Steward Partners Investment Advisory
New York
-$12K -800 Closed