Adams Diversified Equity Fund
ADX
ADX
149 hedge funds and large institutions have $366M invested in Adams Diversified Equity Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
1% less capital invested
Capital invested by funds: $368M → $366M (-$2.14M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Holders
149
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$3.35M | |
| 2 | +$3M | |
| 3 | +$2.98M | |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$2.3M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.84M |
Top Sellers
| 1 | -$2.18M | |
| 2 | -$1.55M | |
| 3 | -$1.28M | |
| 4 |
NI
NFC Investments
Memphis,
Tennessee
|
-$912K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$345K |