Adams Diversified Equity Fund
89 hedge funds and large institutions have $315M invested in Adams Diversified Equity Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 9 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 19
5% more capital invested
Capital invested by funds: $300M → $315M (+$14.6M)
0.23% more ownership
Funds ownership: 21.98% → 22.2% (+0.23%)
0% more funds holding
Funds holding: 89 → 89 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.68M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$2.12M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.46M |
| 4 |
Morgan Stanley
New York
|
+$1.43M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.97M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.2M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.33M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.25M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$802K |
ADX Hedge Fund Activity: Q2 2017 in Review
89 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q2 2017, worth a combined $315M — up 4.9% from $300M a quarter earlier.
Fund positioning in ADX was balanced in Q2 2017: 9 funds opened new positions, 9 closed out, 34 added to existing stakes and 19 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $2.68M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.97M.
- 89 institutional investors held Adams Diversified Equity Fund (ADX) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $315M of Adams Diversified Equity Fund stock for Q2 2017, up 4.9% quarter-over-quarter.
- 9 funds opened new Adams Diversified Equity Fund positions in Q2 2017 and 9 closed out, a net change of 0 holders.
- The largest Adams Diversified Equity Fund buyer in Q2 2017 was 1607 Capital Partners, an estimated $2.68M added.
- The largest Adams Diversified Equity Fund seller in Q2 2017 was Rivernorth Capital Management, an estimated $3.97M sold.
Based on aggregated 13F filings for Q2 2017.