Adams Diversified Equity Fund
70 hedge funds and large institutions have $249M invested in Adams Diversified Equity Fund in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 8 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 19
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
6% more capital invested
Capital invested by funds: $234M → $249M (+$14.7M)
6% more funds holding
Funds holding: 66 → 70 (+4)
0.34% more ownership
Funds ownership: 20.33% → 20.67% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
Top Sellers
ADX Hedge Fund Activity: Q4 2013 in Review
70 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2013, worth a combined $249M — up 6.3% from $234M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ADX positions and 8 closed out — a net gain of 4 holders — while 33 added to existing stakes and 19 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $2.88M. The largest seller was Bartlett & Co, cutting an estimated $3.75M.
- 70 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2013, up from 66 in Q3 2013.
- Funds reported $249M of Adams Diversified Equity Fund stock for Q4 2013, up 6.3% quarter-over-quarter.
- 12 funds opened new Adams Diversified Equity Fund positions in Q4 2013 and 8 closed out, a net change of +4 holders.
- The largest Adams Diversified Equity Fund buyer in Q4 2013 was Karpus Investment Management, an estimated $2.88M added.
- The largest Adams Diversified Equity Fund seller in Q4 2013 was Bartlett & Co, an estimated $3.75M sold.
Based on aggregated 13F filings for Q4 2013.