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Adams Diversified Equity Fund

145 hedge funds and large institutions have $368M invested in Adams Diversified Equity Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
2.45%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
51
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.1M 4,046,104 +2,934,840 +264%
Lazard Asset Management
2
Lazard Asset Management
New York
$56.5M 3,684,767 +53,900 +1%
1CP
3
1607 Capital Partners
Virginia
$37.8M 2,465,240 +322,743 +15%
Cohen & Steers
4
Cohen & Steers
New York
$17.7M 1,153,314 +5,942 +0.5%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$17.1M 1,116,033 +41,434 +4%
CA
6
Cornerstone Advisors
North Carolina
$15.2M 993,146 +142,100 +17%
DBT
7
Dubuque Bank & Trust
Iowa
$10.1M 656,564 +22,344 +4%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$9.22M 601,157
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.53M 556,010 -39,953 -7%
Bank of America
10
Bank of America
North Carolina
$8.32M 542,434 +9,982 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.79M 442,583 -26,109 -6%
SFS
12
Shaker Financial Services
Virginia
$6.61M 430,758 +150,259 +54%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$6.47M 422,044
BI
14
Bulldog Investors
New Jersey
$5.59M 364,137 +9,144 +3%
WW
15
Waterfront Wealth
Kansas
$4.68M 304,882 +8,982 +3%
B
16
Bensler
Washington
$4.63M 302,128 +23,301 +8%
QC
17
Quantedge Capital
Singapore
$4.49M 292,707 +700 +0.2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$4.1M 267,099 +229,370 +608%
RJA
19
Raymond James & Associates
Florida
$3.91M 255,087 -524,132 -67%
Wells Fargo
20
Wells Fargo
California
$3.86M 251,822 +4,225 +2%
IFO
21
Intrepid Family Office
Florida
$3.79M 247,000 +211 +0.1%
KAS
22
Kestra Advisory Services
Texas
$3.41M 222,166 +20,343 +10%
COLIM
23
City of London Investment Management
United Kingdom
$3.18M 208,283
FC
24
FCA Corp
Texas
$2.93M 191,113 +5,688 +3%
UCI
25
Uncommon Cents Investing
Wisconsin
$2.92M 190,067 +2,741 +1%