Adams Diversified Equity Fund
159 hedge funds and large institutions have $738M invested in Adams Diversified Equity Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 14 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
16% more capital invested
Capital invested by funds: $637M → $738M (+$101M)
1.36% more ownership
Funds ownership: 26.41% → 27.77% (+1.4%)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
8% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 49
1% less funds holding
Funds holding: 161 → 159 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$35.3M |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$27.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.64M |
| 4 |
JRCM
Jones Road Capital Management
New York
|
+$2.22M |
| 5 |
DCM
Delta Capital Management
Red Bank,
New Jersey
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$11.8M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$7.58M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$6.85M |
| 4 |
Morgan Stanley
New York
|
-$6.17M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.71M |
ADX Hedge Fund Activity: Q2 2024 in Review
159 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q2 2024, worth a combined $738M — up 16% from $637M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ADX positions and 14 closed out — a net gain of 1 holder — while 45 added to existing stakes and 49 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $35.3M. The largest seller was Cornerstone Advisors, cutting an estimated $11.8M.
- 159 institutional investors held Adams Diversified Equity Fund (ADX) as of Q2 2024, down from 161 in Q1 2024.
- Funds reported $738M of Adams Diversified Equity Fund stock for Q2 2024, up 16% quarter-over-quarter.
- 15 funds opened new Adams Diversified Equity Fund positions in Q2 2024 and 14 closed out, a net change of +1 holder.
- The largest Adams Diversified Equity Fund buyer in Q2 2024 was Saba Capital Management, an estimated $35.3M added.
- The largest Adams Diversified Equity Fund seller in Q2 2024 was Cornerstone Advisors, an estimated $11.8M sold.
Based on aggregated 13F filings for Q2 2024.