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.
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 % |
|
|---|---|---|---|---|---|
|
CA
176
Clearstead Advisors
Cleveland,
Ohio
| – | -$36.4K | -2,500 | Closed |
|
177
Rockefeller Capital Management
New York
| – | -$29K | -2,000 | Closed |
|
|
WOSD
178
WFA of San Diego
San Diego,
California
| – | -$9.18K | -631 | Closed |
|
179
BlackRock
New York
| – | -$6.89K | -474 | Closed |
|
|
USCWA
180
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$5.15K | -354 | Closed |
|
181
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$4K | -262 | Closed |
|
|
JWA
182
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$1.6K | -110 | Closed |
|
|
MCI
183
MRP Capital Investments
Alpharetta,
Georgia
| – | -$1.55K | -106 | Closed |
|
184
Fidelity Investments
Boston,
Massachusetts
| – | -$15 | -1 | Closed |
|