Adams Diversified Equity Fund
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.
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
13% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 45
2% more funds holding
Funds holding: 158 → 161 (+3)
2% more capital invested
Capital invested by funds: $626M → $637M (+$10.7M)
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)
Top Buyers
Top Sellers
ADX Hedge Fund Activity: Q1 2024 in Review
161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q1 2024, worth a combined $637M — up 1.7% from $626M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ADX positions and 15 closed out — a net gain of 4 holders — while 51 added to existing stakes and 45 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $7.84M. The largest seller was Morgan Stanley, cutting an estimated $62.9M.
- 161 institutional investors held Adams Diversified Equity Fund (ADX) as of Q1 2024, up from 158 in Q4 2023.
- Funds reported $637M of Adams Diversified Equity Fund stock for Q1 2024, up 1.7% quarter-over-quarter.
- 19 funds opened new Adams Diversified Equity Fund positions in Q1 2024 and 15 closed out, a net change of +4 holders.
- The largest Adams Diversified Equity Fund buyer in Q1 2024 was Saba Capital Management, an estimated $7.84M added.
- The largest Adams Diversified Equity Fund seller in Q1 2024 was Morgan Stanley, an estimated $62.9M sold.
Based on aggregated 13F filings for Q1 2024.