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Adams Diversified Equity Fund

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.

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.45%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
25
Increased
47
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$138M 6,422,698 -3,333,048 -34%
Lazard Asset Management
2
Lazard Asset Management
New York
$61.5M 2,853,415 -1,548,557 -35%
Morgan Stanley
3
Morgan Stanley
New York
$39.6M 1,835,549 -19,189 -1%
Cohen & Steers
4
Cohen & Steers
New York
$23.5M 1,091,635 -201,399 -16%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$19.3M 896,693 -353,246 -28%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$19.3M 893,149 -269,269 -23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.8M 687,914 +23,385 +4%
1CP
8
1607 Capital Partners
Virginia
$12.8M 591,566 -951,720 -62%
B
9
Bensler
Washington
$12.6M 583,277 +48,581 +9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12M 555,822 -6,313 -1%
PCR
11
Potrero Capital Research
California
$9.55M 442,735 -186,319 -30%
LCM
12
Landscape Capital Management
New Jersey
$8.9M 413,023 +398,729 +2,789%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$8.41M 389,902 -22,409 -5%
WW
14
Waterfront Wealth
Kansas
$8.34M 381,319 -5,253 -1%
JRCM
15
Jones Road Capital Management
New York
$8.09M 375,103 +255,103 +213%
RJA
16
Raymond James & Associates
Florida
$8.02M 372,171 -159,287 -30%
Bank of America
17
Bank of America
North Carolina
$6.8M 315,332 -65,637 -17%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$6.35M 294,543 +74,694 +34%
PWH
19
Priebe Wealth Holdings
Minnesota
$5.4M 250,524 -111,491 -31%
HB
20
HTLF Bank
Colorado
$5M 231,721 -111,887 -33%
Stifel Financial
21
Stifel Financial
Missouri
$4.99M 231,377 -14,487 -6%
SFS
22
Shaker Financial Services
Virginia
$4.45M 206,202 +206,202 New
KAS
23
Kestra Advisory Services
Texas
$4.24M 196,742 -4,122 -2%
UCI
24
Uncommon Cents Investing
Wisconsin
$4.13M 191,381 -636 -0.3%
AAM
25
Advisors Asset Management
Colorado
$4.11M 190,537 +26,936 +16%