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Adams Diversified Equity Fund
ADX

69 hedge funds and large institutions have $232M invested in Adams Diversified Equity Fund in 2013 Q2 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20.74% more ownership

Funds ownership: 0% → 20.74% (+21%)

Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
69
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$57.8M +$57.7M +4,828,937 New
GFM
2
Gramercy Funds Management
Connecticut
$30.3M +$30.3M +2,530,686 New
KIM
3
Karpus Investment Management
New York
$25.1M +$25.1M +2,100,058 New
RCM
4
Rivernorth Capital Management
Florida
$21.6M +$21.6M +1,806,571 New
Morgan Stanley
5
Morgan Stanley
New York
$16.7M +$16.7M +1,396,667 New
1CP
6
1607 Capital Partners
Virginia
$8.86M +$8.86M +741,101 New
BI
7
Bulldog Investors
New Jersey
$8.27M +$8.26M +691,138 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.7M +$5.69M +476,142 New
BC
9
Bartlett & Co
Ohio
$5.15M +$5.15M +430,351 New
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$4.11M +$4.11M +343,289 New
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$3.99M +$3.99M +333,502 New
Goldman Sachs
12
Goldman Sachs
New York
$3.86M +$3.86M +322,395 New
COLIM
13
City of London Investment Management
United Kingdom
$3.17M +$3.16M +264,275 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3M +$3M +251,147 New
MI
15
Mercer Investments
Massachusetts
$2.9M +$2.89M +242,040 New
DT
16
Diversified Trust
Tennessee
$2.87M +$2.87M +240,025 New
HSBC Holdings
17
HSBC Holdings
United Kingdom
$2.31M +$2.31M +193,571 New
CA
18
Cornerstone Advisors
North Carolina
$2.31M +$2.3M +192,597 New
CAN
19
Cetera Advisor Networks
California
$2.27M +$2.27M +189,744 New
Wells Fargo
20
Wells Fargo
California
$1.97M +$1.97M +164,947 New
GAI
21
General American Investors
New York
$1.76M +$1.76M +147,058 New
Barclays
22
Barclays
United Kingdom
$1.6M +$1.6M +133,898 New
Bank of America
23
Bank of America
North Carolina
$1.55M +$1.55M +129,513 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.36M – – –
TC
25
TFS Capital
Pennsylvania
$1.19M +$1.19M +99,290 New
1
2 3

ADX Hedge Fund Activity: Q2 2013 in Review

69 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q2 2013, worth a combined $232M.

Buyers outnumbered sellers: 69 funds opened new ADX positions and 0 closed out — a net gain of 69 holders — while 0 added to existing stakes and 0 trimmed.

  • 69 institutional investors held Adams Diversified Equity Fund (ADX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $232M of Adams Diversified Equity Fund stock for Q2 2013.
  • 69 funds opened new Adams Diversified Equity Fund positions in Q2 2013 and 0 closed out, a net change of +69 holders.

Based on aggregated 13F filings for Q2 2013.