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Adams Diversified Equity Fund

156 hedge funds and large institutions have $450M invested in Adams Diversified Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 27 closing their positions.

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
19
Increased
43
Reduced
47
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.6M 4,022,761 +89,739 +2%
Lazard Asset Management
2
Lazard Asset Management
New York
$57.3M 3,684,767
SCM
3
Saba Capital Management
New York
$45M 2,895,323 +2,895,323 New
1CP
4
1607 Capital Partners
Virginia
$37.2M 2,394,330 -113,010 -5%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$23M 1,477,132 +58,400 +4%
AW
6
Atlas Wealth
Ohio
$20.5M 1,316,821 +25,696 +2%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$18.5M 1,192,182 -17,044 -1%
CA
8
Cornerstone Advisors
North Carolina
$17.2M 1,108,094 +347,148 +46%
Cohen & Steers
9
Cohen & Steers
New York
$17M 1,090,230 -52,084 -5%
Bank of America
10
Bank of America
North Carolina
$9.49M 610,463 -102,261 -14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.07M 583,518 -28,593 -5%
DBT
12
Dubuque Bank & Trust
Iowa
$7.13M 458,292 -65,945 -13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.66M 363,713 +5,024 +1%
WW
14
Waterfront Wealth
Kansas
$5.38M 345,783 +8,883 +3%
BI
15
Bulldog Investors
New Jersey
$5.31M 341,355 -20,529 -6%
B
16
Bensler
Washington
$5.18M 333,434 -12,484 -4%
IWC
17
Integrated Wealth Concepts
Massachusetts
$4.53M 291,064 -4,748 -2%
RJA
18
Raymond James & Associates
Florida
$4.36M 280,096 +9,923 +4%
SFS
19
Shaker Financial Services
Virginia
$4.06M 260,839 -147,375 -36%
QC
20
Quantedge Capital
Singapore
$3.93M 253,020 -41,800 -14%
COLIM
21
City of London Investment Management
United Kingdom
$3.81M 244,720 -33,020 -12%
IFO
22
Intrepid Family Office
Florida
$3.8M 244,097
WAM
23
Wolverine Asset Management
Illinois
$3.79M 243,942 +40,088 +20%
FC
24
FCA Corp
Texas
$3.3M 212,351 +6,751 +3%
UCI
25
Uncommon Cents Investing
Wisconsin
$3.09M 198,637 -1,475 -0.7%