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Adams Diversified Equity Fund
ADX

Overview Fund Activity

161 hedge funds and large institutions have $637M invested in Adams Diversified Equity Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 15 closing their positions.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
19
Increased
51
Reduced
45
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$156M
2
SIA
2
Sit Investment Associates
Minnesota
$6.1M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$85.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.8M
5
RJA
5
Raymond James & Associates
Florida
$9.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.2M
2
CA
2
Cornerstone Advisors
North Carolina
$11.8M
3
PCR
3
Potrero Capital Research
California
$12.3M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$3.82M
5
1CP
5
1607 Capital Partners
Virginia
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
176
Focused Wealth Management
New York
– -$5.62K -317 Closed
RMC
177
Resources Management Corp
Connecticut
– -$1K -75 Closed
Fidelity Investments
178
Fidelity Investments
Massachusetts
– -$53 -3 Closed
4 5 6 7
8