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Adams Diversified Equity Fund

156 hedge funds and large institutions have $450M invested in Adams Diversified Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
19
Increased
43
Reduced
47
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
151
Whittier Trust
California
$2.32K
TAM
152
Tucker Asset Management
Colorado
$2.19K
AIM
153
Arcadia Investment Management
Michigan
$963 +$963 +62 New
EWA
154
EverSource Wealth Advisors
Alabama
$886
SS
155
Sunbelt Securities
Texas
$168 +$168 +11 New
ASN
156
Advisory Services Network
Georgia
$78 -$1.47M -94,040 -100%
Citigroup
157
Citigroup
New York
$78
HNB
158
Huntington National Bank
Ohio
$16 -$15
1832 Asset Management
159
1832 Asset Management
Ontario, Canada
-$6.14M -422,044 Closed
SIA
160
Sit Investment Associates
Minnesota
-$4.22M -290,495 Closed
AC
161
Almitas Capital
California
-$1.22M -84,247 Closed
WAM
162
Weiss Asset Management
Massachusetts
-$821K -56,447 Closed
LFAS
163
Level Four Advisory Services
Texas
-$749K -51,503 Closed
MML Investors Services
164
MML Investors Services
Massachusetts
-$660K -45,373 Closed
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
-$537K -36,958 Closed
CCP
166
Clough Capital Partners
Massachusetts
-$429K -29,508 Closed
Millennium Management
167
Millennium Management
New York
-$394K -27,121 Closed
LSC
168
Logan Stone Capital
Illinois
-$274K -18,837 Closed
VF
169
Virtu Financial
New York
-$220K -15,163 Closed
MCC
170
Money Concepts Capital
Florida
-$183K -12,566 Closed
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
-$158K -10,873 Closed
CWS
172
Confluence Wealth Services
Pennsylvania
-$149K -10,251 Closed
CSWM
173
Cassady Schiller Wealth Management
Ohio
-$102K -6,995 Closed
WI
174
WJ Interests
Texas
-$78.9K -5,430 Closed
RBC
175
Romano Brothers & Co
Illinois
-$61.1K -4,200 Closed