Adams Diversified Equity Fund
93 hedge funds and large institutions have $326M invested in Adams Diversified Equity Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
4% more funds holding
Funds holding: 89 → 93 (+4)
4% more capital invested
Capital invested by funds: $315M → $326M (+$11.3M)
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.45% less ownership
Funds ownership: 22.2% → 21.76% (-0.45%)
Top Buyers
Top Sellers
ADX Hedge Fund Activity: Q3 2017 in Review
93 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q3 2017, worth a combined $326M — up 3.6% from $315M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ADX positions and 4 closed out — a net gain of 5 holders — while 31 added to existing stakes and 30 trimmed.
The largest buyer was Zuckerman Investment Group, adding an estimated $4.35M. The largest seller was Karpus Investment Management, cutting an estimated $6.91M.
- 93 institutional investors held Adams Diversified Equity Fund (ADX) as of Q3 2017, up from 89 in Q2 2017.
- Funds reported $326M of Adams Diversified Equity Fund stock for Q3 2017, up 3.6% quarter-over-quarter.
- 9 funds opened new Adams Diversified Equity Fund positions in Q3 2017 and 4 closed out, a net change of +5 holders.
- The largest Adams Diversified Equity Fund buyer in Q3 2017 was Zuckerman Investment Group, an estimated $4.35M added.
- The largest Adams Diversified Equity Fund seller in Q3 2017 was Karpus Investment Management, an estimated $6.91M sold.
Based on aggregated 13F filings for Q3 2017.