Adams Diversified Equity Fund
ADX
ADX
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
8% more capital invested
Capital invested by funds: $366M → $397M (+$31.1M)
1.86% more ownership
Funds ownership: 21.41% → 23.27% (+1.9%)
Holders
166
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
1 | +$8.89M | |
2 | +$4.22M | |
3 | +$1.91M | |
4 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.22M |
5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$1.16M |
Top Sellers
1 | -$4.99M | |
2 | -$2.54M | |
3 | -$1.83M | |
4 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$1.59M |
5 |
Wells Fargo
San Francisco,
California
|
-$1.32M |