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Adams Diversified Equity Fund

154 hedge funds and large institutions have $539M invested in Adams Diversified Equity Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
-10
Holders Change %
-6.1%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
43
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$113M 6,768,620 +2,371,715 +54%
Lazard Asset Management
2
Lazard Asset Management
New York
$68.6M 4,122,687 +437,920 +12%
Morgan Stanley
3
Morgan Stanley
New York
$54.4M 3,267,191 -496,151 -13%
1CP
4
1607 Capital Partners
Virginia
$35.1M 2,109,282 -236,247 -10%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$23.2M 1,392,456 -36,600 -3%
AW
6
Atlas Wealth
Ohio
$22.9M 1,373,433 +12,312 +0.9%
CA
7
Cornerstone Advisors
North Carolina
$22.6M 1,356,769 -22,397 -2%
Cohen & Steers
8
Cohen & Steers
New York
$20.2M 1,212,034 +100,100 +9%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$19.9M 1,196,879 -13,747 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.32M 499,904 -78,423 -14%
Bank of America
11
Bank of America
North Carolina
$7.54M 453,335 -217,503 -32%
WW
12
Waterfront Wealth
Kansas
$6.5M 397,199 -9,890 -2%
DBT
13
Dubuque Bank & Trust
Iowa
$6.39M 383,908 -68,991 -15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.77M 347,002 -9,419 -3%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$5.72M 344,023 +325,446 +1,752%
B
16
Bensler
Washington
$5.69M 341,751 +4,113 +1%
RJA
17
Raymond James & Associates
Florida
$5.52M 331,436 +15,168 +5%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$5.5M 330,673 +64,942 +24%
BI
19
Bulldog Investors
New Jersey
$4.59M 275,858 -65,497 -19%
IWC
20
Integrated Wealth Concepts
Massachusetts
$4.33M 260,000 -10,108 -4%
IFO
21
Intrepid Family Office
Florida
$4.08M 245,000
FC
22
FCA Corp
Texas
$3.66M 219,997 +7,053 +3%
Stifel Financial
23
Stifel Financial
Missouri
$3.56M 213,674 +39,464 +23%
API
24
Advisor Partners II
California
$3.3M 198,155 +198,155 New
UCI
25
Uncommon Cents Investing
Wisconsin
$3.29M 197,974 +332 +0.2%