Adams Diversified Equity Fund
158 hedge funds and large institutions have $577M invested in Adams Diversified Equity Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
67% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 36
7% more capital invested
Capital invested by funds: $539M → $577M (+$38M)
3% more funds holding
Funds holding: 154 → 158 (+4)
0.16% more ownership
Funds ownership: 26.9% → 27.06% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCR
Potrero Capital Research
San Francisco,
California
|
+$14.5M |
| 2 |
SCM
Saba Capital Management
New York
|
+$13.5M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$5.23M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.63M |
| 5 |
B
Bensler
Bellevue,
Washington
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$22.9M |
| 2 |
Morgan Stanley
New York
|
-$8.36M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$4.19M |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$3.89M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.01M |
ADX Hedge Fund Activity: Q4 2023 in Review
158 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2023, worth a combined $577M — up 7% from $539M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ADX positions and 7 closed out — a net gain of 9 holders — while 60 added to existing stakes and 36 trimmed.
The largest buyer was Potrero Capital Research, opening a new position worth an estimated $14.5M. The largest seller was Atlas Wealth, exiting entirely with an estimated $22.9M sold.
- 158 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2023, up from 154 in Q3 2023.
- Funds reported $577M of Adams Diversified Equity Fund stock for Q4 2023, up 7% quarter-over-quarter.
- 16 funds opened new Adams Diversified Equity Fund positions in Q4 2023 and 7 closed out, a net change of +9 holders.
- The largest Adams Diversified Equity Fund buyer in Q4 2023 was Potrero Capital Research, an estimated $14.5M added.
- The largest Adams Diversified Equity Fund seller in Q4 2023 was Atlas Wealth, an estimated $22.9M sold.
Based on aggregated 13F filings for Q4 2023.