Adams Diversified Equity Fund
ADX
ADX
161 hedge funds and large institutions have $637M invested in Adams Diversified Equity Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 15 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
Funds holding: →
more capital invested
Capital invested by funds: $ → $
2.95% less ownership
Funds ownership: 29.35% → 26.41% (-2.9%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Holders
161
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$8.24M | |
| 2 | +$6.1M | |
| 3 | +$5.45M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.8M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.72M |
Top Sellers
| 1 | -$66.1M | |
| 2 | -$10.2M | |
| 3 | -$4.36M | |
| 4 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$2.27M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.19M |