Adams Diversified Equity Fund
186 hedge funds and large institutions have $537M invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 30 reducing their positions, and 8 closing their positions.
250% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 8
160% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 30
85% more capital inflows, than outflows
Capital inflows: $86.4M | Capital outflows: $46.7M
9% more funds holding
Funds holding: 170 → 186 (+16)
2.84% more ownership
Funds ownership: 20.74% → 23.58% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.5M |
| 2 |
1607 Capital Partners
Richmond,
Virginia
|
+$3.31M |
| 3 |
Lazard Asset Management
New York
|
+$3.07M |
| 4 |
Cohen & Steers
New York
|
+$2.99M |
| 5 |
Bensler
Bellevue,
Washington
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Saba Capital Management
New York
|
-$21.2M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$7.77M |
| 3 |
Landscape Capital Management
Englewood,
New Jersey
|
-$5.94M |
| 4 |
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$3.6M |
| 5 |
Millennium Management
New York
|
-$1.38M |
ADX Hedge Fund Activity: Q4 2024 in Review
186 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2024, worth a combined $537M — down 2.8% from $552M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ADX positions and 8 closed out — a net gain of 20 holders — while 78 added to existing stakes and 30 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Saba Capital Management, cutting an estimated $21.2M.
- 186 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2024, up from 170 in Q3 2024.
- Funds reported $537M of Adams Diversified Equity Fund stock for Q4 2024, down 2.8% quarter-over-quarter.
- 28 funds opened new Adams Diversified Equity Fund positions in Q4 2024 and 8 closed out, a net change of +20 holders.
- The largest Adams Diversified Equity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $13.5M added.
- The largest Adams Diversified Equity Fund seller in Q4 2024 was Saba Capital Management, an estimated $21.2M sold.
Based on aggregated 13F filings for Q4 2024.