Adams Diversified Equity Fund
ADX
ADX
169 hedge funds and large institutions have $552M invested in Adams Diversified Equity Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less funds holding in top 10
Funds holding in top 10: →
23% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 61
25% less capital invested
Capital invested by funds: $738M → $552M (-$185M)
Holders
169
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$8.6M | |
| 2 | +$5.5M | |
| 3 | +$4.45M | |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.64M |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$1.61M |
Top Sellers
| 1 | -$71.9M | |
| 2 | -$33.4M | |
| 3 | -$29.8M | |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$20.5M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
-$11M |