Adams Diversified Equity Fund
ADX
ADX
158 hedge funds and large institutions have $626M invested in Adams Diversified Equity Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 7 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.45% more ownership
Funds ownership: 26.9% → 29.35% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Holders
158
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$40.4M | |
| 2 | +$15.1M | |
| 3 | +$14.1M | |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$5.45M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.75M |
Top Sellers
| 1 | -$22.9M | |
| 2 | -$4.37M | |
| 3 | -$4.06M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.1M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.96M |