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Adams Diversified Equity Fund

143 hedge funds and large institutions have $440M invested in Adams Diversified Equity Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
143
Holders Change
-12
Holders Change %
-7.74%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
48
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lazard Asset Management
1
Lazard Asset Management
New York
$67M 3,630,867 +48,413 +1%
PPA
2
Parametric Portfolio Associates
Washington
$53.6M 2,905,942 +68,291 +2%
1CP
3
1607 Capital Partners
Virginia
$39.5M 2,142,497 +38,961 +2%
Cohen & Steers
4
Cohen & Steers
New York
$21.2M 1,147,372 +130,903 +13%
Morgan Stanley
5
Morgan Stanley
New York
$20.5M 1,111,264 -173,526 -14%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$19.8M 1,074,599 +7,650 +0.7%
CA
7
Cornerstone Advisors
North Carolina
$15.7M 851,046 -410,600 -33%
RJA
8
Raymond James & Associates
Florida
$14.4M 779,219 -17,647 -2%
DBT
9
Dubuque Bank & Trust
Iowa
$11.7M 634,220 -10,642 -2%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$11.1M 601,157
RJFSA
11
Raymond James Financial Services Advisors
Florida
$11M 595,963 -80,445 -12%
Bank of America
12
Bank of America
North Carolina
$9.82M 532,452 +63,334 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.64M 468,692 -9,237 -2%
Stifel Financial
14
Stifel Financial
Missouri
$7.78M 421,910 +10,648 +3%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$7.68M 422,044
BI
16
Bulldog Investors
New Jersey
$6.55M 354,993 +240,093 +209%
WW
17
Waterfront Wealth
Kansas
$5.39M 295,900 +21,356 +8%
QC
18
Quantedge Capital
Singapore
$5.39M 292,007 -11,200 -4%
SFS
19
Shaker Financial Services
Virginia
$5.17M 280,499 +77,253 +38%
B
20
Bensler
Washington
$5.14M 278,827 +16,274 +6%
Wells Fargo
21
Wells Fargo
California
$4.57M 247,597 -9,521 -4%
IFO
22
Intrepid Family Office
Florida
$4.55M 246,789
COLIM
23
City of London Investment Management
United Kingdom
$3.84M 208,283
KAS
24
Kestra Advisory Services
Texas
$3.72M 201,823 +954 +0.5%
UCI
25
Uncommon Cents Investing
Wisconsin
$3.45M 187,326 +4,049 +2%