Adams Diversified Equity Fund
104 hedge funds and large institutions have $307M invested in Adams Diversified Equity Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
75% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 24
12% more funds holding
Funds holding: 93 → 104 (+11)
1.04% less ownership
Funds ownership: 21.76% → 20.72% (-1%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
43% less capital inflows, than outflows
Capital inflows: $23.3M | Capital outflows: $40.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Laurion Capital Management
New York
|
+$6.08M |
| 2 |
Morgan Stanley
New York
|
+$3.93M |
| 3 |
SG Americas Securities
New York
|
+$1.21M |
| 4 |
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$673K |
| 5 |
Weiss Asset Management
Boston,
Massachusetts
|
+$665K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$12.2M |
| 2 |
Karpus Investment Management
Pittsford,
New York
|
-$6.33M |
| 3 |
Matisse Capital
Portland,
Oregon
|
-$4.43M |
| 4 |
Clough Capital Partners
Boston,
Massachusetts
|
-$3.34M |
| 5 |
Wolverine Asset Management
Chicago,
Illinois
|
-$2.39M |
ADX Hedge Fund Activity: Q4 2017 in Review
104 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2017, worth a combined $307M — down 6.3% from $328M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ADX positions and 8 closed out — a net gain of 11 holders — while 42 added to existing stakes and 24 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $6.08M. The largest seller was Rivernorth Capital Management, cutting an estimated $12.2M.
- 104 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2017, up from 93 in Q3 2017.
- Funds reported $307M of Adams Diversified Equity Fund stock for Q4 2017, down 6.3% quarter-over-quarter.
- 19 funds opened new Adams Diversified Equity Fund positions in Q4 2017 and 8 closed out, a net change of +11 holders.
- The largest Adams Diversified Equity Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $6.08M added.
- The largest Adams Diversified Equity Fund seller in Q4 2017 was Rivernorth Capital Management, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2017.