Adams Diversified Equity Fund
166 hedge funds and large institutions have $397M invested in Adams Diversified Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 12 closing their positions.
175% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 12
128% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 29
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
11% more funds holding
Funds holding: 149 → 166 (+17)
8% more capital invested
Capital invested by funds: $366M → $397M (+$31.1M)
1.86% more ownership
Funds ownership: 21.41% → 23.27% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$9.26M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.99M |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.28M |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.2M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$2.65M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.9M |
| 4 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$1.66M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.38M |
ADX Hedge Fund Activity: Q4 2022 in Review
166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2022, worth a combined $397M — up 8.5% from $366M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ADX positions and 12 closed out — a net gain of 21 holders — while 66 added to existing stakes and 29 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $9.26M. The largest seller was Morgan Stanley, cutting an estimated $5.2M.
- 166 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2022, up from 149 in Q3 2022.
- Funds reported $397M of Adams Diversified Equity Fund stock for Q4 2022, up 8.5% quarter-over-quarter.
- 33 funds opened new Adams Diversified Equity Fund positions in Q4 2022 and 12 closed out, a net change of +21 holders.
- The largest Adams Diversified Equity Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $9.26M added.
- The largest Adams Diversified Equity Fund seller in Q4 2022 was Morgan Stanley, an estimated $5.2M sold.
Based on aggregated 13F filings for Q4 2022.