ADX icon

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.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
19
Increased
51
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$156M 7,987,067 +422,122 +6%
Lazard Asset Management
2
Lazard Asset Management
New York
$85.9M 4,401,972 +279,285 +7%
Morgan Stanley
3
Morgan Stanley
New York
$42.2M 2,164,154 -3,385,828 -61%
1CP
4
1607 Capital Partners
Virginia
$36.8M 1,886,865 -111,956 -6%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$31.8M 1,630,212 -70,000 -4%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$24.3M 1,245,867 +55,615 +5%
Cohen & Steers
7
Cohen & Steers
New York
$23.8M 1,217,034 +5,000 +0.4%
PCR
8
Potrero Capital Research
California
$12.3M 629,054 -223,177 -26%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$12.2M 623,554 +63,412 +11%
CA
10
Cornerstone Advisors
North Carolina
$11.8M 606,046 -521,499 -46%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.8M 551,925 +143,468 +35%
B
12
Bensler
Washington
$10M 513,767 +38,786 +8%
RJA
13
Raymond James & Associates
Florida
$9.37M 479,859 +139,135 +41%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.43M 431,828 +66,020 +18%
Bank of America
15
Bank of America
North Carolina
$8.13M 416,685 +9,620 +2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$7.96M 407,538 +10,390 +3%
WW
17
Waterfront Wealth
Kansas
$7.18M 380,150 -19,066 -5%
PWH
18
Priebe Wealth Holdings
Minnesota
$7.02M 359,850 +2,796 +0.8%
HB
19
HTLF Bank
Colorado
$7.01M 359,131 -8,822 -2%
SIA
20
Sit Investment Associates
Minnesota
$6.1M 312,629 +312,629 New
FC
21
FCA Corp
Texas
$4.44M 227,425 +2,215 +1%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.09M 209,361 -16,028 -7%
Stifel Financial
23
Stifel Financial
Missouri
$3.95M 202,582 -8,400 -4%
PIWA
24
Prevail Innovative Wealth Advisors
Kansas
$3.82M 195,878 -116,160 -37%
UCI
25
Uncommon Cents Investing
Wisconsin
$3.82M 195,447 -550 -0.3%