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Adams Diversified Equity Fund

154 hedge funds and large institutions have $539M invested in Adams Diversified Equity Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
-10
Holders Change %
-6.1%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
43
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RMC
151
Resources Management Corp
Connecticut
$1K 75
SS
152
Sunbelt Securities
Texas
$183 11
Citigroup
153
Citigroup
New York
$83 5
HNB
154
Huntington National Bank
Ohio
Fidelity Investments
155
Fidelity Investments
Massachusetts
$17 1
V
156
Veritable
Delaware
-14,181 Closed
Deutsche Bank
157
Deutsche Bank
Germany
-12,367 Closed
OAM
158
Occidental Asset Management
California
-11,515 Closed
Walleye Capital
159
Walleye Capital
New York
-10,981 Closed
VPIM
160
Vanguard Personalized Indexing Management
California
-10,481 Closed
PWPS
161
Pinnacle Wealth Planning Services
Ohio
-10,146 Closed
WAM
162
Wolverine Asset Management
Illinois
-6,178 Closed
AF
163
Allworth Financial
California
-3,709 Closed
SFG
164
Steward Financial Group
Texas
-1,350 Closed
IGWM
165
ICA Group Wealth Management
Colorado
-1,266 Closed
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
-730 Closed
MG
167
Mather Group
Illinois
-456 Closed
WPA
168
West Paces Advisors
Georgia
-367 Closed
WOSD
169
WFA of San Diego
California
-160 Closed
FFC
170
First Financial Corp
Indiana
-129 Closed
EWA
171
EverSource Wealth Advisors
Alabama
-57 Closed
CFGS
172
Concourse Financial Group Securities
Alabama