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Adams Diversified Equity Fund
ADX

158 hedge funds and large institutions have $626M invested in Adams Diversified Equity Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

16% more capital invested

Capital invested by funds: $539M → $626M (+$87.1M)

3% more funds holding

Funds holding: 154 → 158 (+4)

2.45% more ownership

Funds ownership: 26.9% → 29.35% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.3%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
61
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$38.8M
2
PCR
Potrero Capital Research
California
+$14.5M
3
SCM
Saba Capital Management
New York
+$13.5M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$5.23M
5
KIM
Karpus Investment Management
New York
+$2.63M

Top Sellers

1
AW
Atlas Wealth
Ohio
-$22.9M
2
BI
Bulldog Investors
New Jersey
-$4.19M
3
CA
Cornerstone Advisors
North Carolina
-$3.89M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.01M
5
1CP
1607 Capital Partners
Virginia
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
151
Tucker Asset Management
Colorado
$2.5K – – –
AIM
152
Arcadia Investment Management
Michigan
$1.1K – – –
RMC
153
Resources Management Corp
Connecticut
$1K – – –
SS
154
Sunbelt Securities
Texas
$195 – – –
Citigroup
155
Citigroup
New York
$89 – – –
TRCT
156
Tower Research Capital (TRC)
New York
$53 -$4.69K -276 -99%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$53 +$34 +2 +200%
EC
158
Elequin Capital
New York
$18 -$450K -26,484 -100%
HNB
159
Huntington National Bank
Ohio
$18 – – –
AW
160
Atlas Wealth
Ohio
– -$22.9M -1,373,433 Closed
AA
161
AQR Arbitrage
Connecticut
– -$1.11M -66,415 Closed
GT
162
Glenmede Trust
Pennsylvania
– -$196K -11,752 Closed
CWM
163
Connecticut Wealth Management
Connecticut
– -$188K -11,271 Closed
SIA
164
SkyView Investment Advisors
New Jersey
– -$32K -1,948 Closed
GI
165
Gradient Investments
Minnesota
– -$11.6K -700 Closed
TWD
166
True Wealth Design
Ohio
– -$6.17K -371 Closed
3 4 5 6
7

ADX Hedge Fund Activity: Q4 2023 in Review

158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2023, worth a combined $626M — up 16% from $539M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ADX positions and 7 closed out — a net gain of 9 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.8M. The largest seller was Atlas Wealth, exiting entirely with an estimated $22.9M sold.

  • 158 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2023, up from 154 in Q3 2023.
  • Funds reported $626M of Adams Diversified Equity Fund stock for Q4 2023, up 16% quarter-over-quarter.
  • 16 funds opened new Adams Diversified Equity Fund positions in Q4 2023 and 7 closed out, a net change of +9 holders.
  • The largest Adams Diversified Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $38.8M added.
  • The largest Adams Diversified Equity Fund seller in Q4 2023 was Atlas Wealth, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2023.