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Adams Diversified Equity Fund
ADX

Overview Fund Activity

164 hedge funds and large institutions have $514M invested in Adams Diversified Equity Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
2.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
44
Reduced
46
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$73.9M
2
CA
2
Cornerstone Advisors
North Carolina
$23.2M
3
WW
3
Waterfront Wealth
Kansas
$7.07M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$780K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.3M
2
WAM
2
Wolverine Asset Management
Illinois
$104K
3
SFS
3
Shaker Financial Services
Virginia
$2.77M
4
1CP
4
1607 Capital Partners
Virginia
$39.4M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
151
SRH Advisors
Kansas
$4.87K – – –
CTWM
152
Cherry Tree Wealth Management
Minnesota
$4.24K +$4.24K +252 New
MBFW
153
Morton Brown Family Wealth
Pennsylvania
$3.26K – – –
MCA
154
Maryland Capital Advisors
Maryland
$2.94K – – –
WOSD
155
WFA of San Diego
California
$2.69K +$2.69K +160 New
WT
156
Whittier Trust
California
$2.5K – – –
TAM
157
Tucker Asset Management
Colorado
$2.37K – – –
FFC
158
First Financial Corp
Indiana
$2.17K +$2.17K +129 New
AIM
159
Arcadia Investment Management
Michigan
$1.04K – – –
RMC
160
Resources Management Corp
Connecticut
$1K -$34.3K -2,572 -97%
EWA
161
EverSource Wealth Advisors
Alabama
$958 – – –
SS
162
Sunbelt Securities
Texas
$185 – – –
Citigroup
163
Citigroup
New York
$84 – – –
HNB
164
Huntington National Bank
Ohio
$17 -$16 – –
Fidelity Investments
165
Fidelity Investments
Massachusetts
$17 +$17 +1 New
CHAM
166
Clear Harbor Asset Management
Connecticut
– -$422K -27,169 Closed
SA
167
Strategic Advisors
New York
– -$388K -24,938 Closed
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
– -$335K -18,444 Closed
CWS
169
Cypress Wealth Services
California
– -$241K -15,493 Closed
BAM
170
Belpointe Asset Management
Nevada
– -$65.3K -4,200 Closed
BWA
171
BDO Wealth Advisors
Florida
– -$61.6K -3,963 Closed
EI
172
Ellevest Inc
New York
– -$32.9K -2,115 Closed
ASN
173
Advisory Services Network
Georgia
– -$78 -5 Closed
BCM
174
Bluefin Capital Management
New York
– -$180K – –
3 4 5 6
7