Adams Diversified Equity Fund
ADX
ADX
135 hedge funds and large institutions have $450M invested in Adams Diversified Equity Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
1% less funds holding
Funds holding: 136 → 135 (-1)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
Holders
135
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$27.4M | |
| 2 | +$14.6M | |
| 3 | +$4.52M | |
| 4 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$4.07M |
| 5 |
FC
FCA Corp
Houston,
Texas
|
+$3.12M |
Top Sellers
| 1 | -$6.63M | |
| 2 | -$4.65M | |
| 3 | -$1.75M | |
| 4 |
Morgan Stanley
New York
|
-$1.59M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.58M |