Adams Diversified Equity Fund
ADX
ADX
96 hedge funds and large institutions have $285M invested in Adams Diversified Equity Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less capital invested
Capital invested by funds: $289M → $285M (-$3.88M)
Holders
96
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$5.75M | |
| 2 | +$5.29M | |
| 3 | +$5.03M | |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.81M |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$2.39M |
Top Sellers
| 1 | -$15.8M | |
| 2 | -$3.62M | |
| 3 | -$2.9M | |
| 4 |
Lazard Asset Management
New York
|
-$2.1M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$776K |