Adams Diversified Equity Fund
155 hedge funds and large institutions have $470M invested in Adams Diversified Equity Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 14 closing their positions.
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
100% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 28
14% more funds holding
Funds holding: 136 → 155 (+19)
0.14% more ownership
Funds ownership: 21.77% → 21.91% (+0.14%)
1% less capital invested
Capital invested by funds: $476M → $470M (-$5.27M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| 1 |
Cohen & Steers
New York
|
+$3.94M |
| 2 |
Morgan Stanley
New York
|
+$3.63M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.82M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.64M |
| 5 |
BlackRock
New York
|
+$1.41M |
Top Sellers
ADX Hedge Fund Activity: Q4 2021 in Review
155 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2021, worth a combined $470M — down 1.1% from $476M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ADX positions and 14 closed out — a net gain of 19 holders — while 56 added to existing stakes and 28 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $3.94M. The largest seller was Wells Fargo, cutting an estimated $11.8M.
- 155 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2021, up from 136 in Q3 2021.
- Funds reported $470M of Adams Diversified Equity Fund stock for Q4 2021, down 1.1% quarter-over-quarter.
- 33 funds opened new Adams Diversified Equity Fund positions in Q4 2021 and 14 closed out, a net change of +19 holders.
- The largest Adams Diversified Equity Fund buyer in Q4 2021 was Cohen & Steers, an estimated $3.94M added.
- The largest Adams Diversified Equity Fund seller in Q4 2021 was Wells Fargo, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2021.