Adams Resources & Energy Inc
AE was delisted on the 4th of February, 2025.
37 hedge funds and large institutions have $58.3M invested in Adams Resources & Energy Inc in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
37% more capital invested
Capital invested by funds: $42.6M → $58.3M (+$15.8M)
9% more funds holding
Funds holding: 34 → 37 (+3)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$233K |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$206K |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$184K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$182K |
| 5 |
NIM
Needham Investment Management
New York
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$680K |
| 2 |
Renaissance Technologies
New York
|
-$249K |
| 3 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$243K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$179K |
| 5 |
Millennium Management
New York
|
-$60.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $217K | +$182K | +5,627 | New |
|
|
NIM
27
Needham Investment Management
New York
| $213K | +$180K | +5,545 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $192K | – | – | – |
|
29
Barclays
London,
United Kingdom
| $133K | – | – | – |
|
|
CSB
30
City State Bank
Norwalk,
Iowa
| $64K | – | – | – |
|
31
EARNEST Partners
Atlanta,
Georgia
| $31K | – | – | – |
|
32
Bank of America
Charlotte,
North Carolina
| $26K | -$1.29K | -40 | -6% |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $6K | +$518 | +16 | +12% |
|
34
JP Morgan Chase
New York
| $5K | +$3.63K | +112 | +622% |
|
|
MCC
35
Money Concepts Capital
Palm Beach Gardens,
Florida
| $2K | +$1.94K | +60 | New |
|
36
BNP Paribas Financial Markets
Paris,
France
| $847 | – | – | – |
|
|
MA
37
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| – | -$243K | -8,731 | Closed |
|
38
Osaic Holdings
Scottsdale,
Arizona
| – | -$1K | -26 | Closed |
|
AE Hedge Fund Activity: Q1 2022 in Review
37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q1 2022, worth a combined $58.3M — up 37% from $42.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AE positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 13 trimmed.
The largest buyer was HSBC Holdings, opening a new position worth an estimated $233K. The largest seller was Ancora Advisors, cutting an estimated $680K.
- 37 institutional investors held Adams Resources & Energy Inc (AE) as of Q1 2022, up from 34 in Q4 2021.
- Funds reported $58.3M of Adams Resources & Energy Inc stock for Q1 2022, up 37% quarter-over-quarter.
- 6 funds opened new Adams Resources & Energy Inc positions in Q1 2022 and 3 closed out, a net change of +3 holders.
- The largest Adams Resources & Energy Inc buyer in Q1 2022 was HSBC Holdings, an estimated $233K added.
- The largest Adams Resources & Energy Inc seller in Q1 2022 was Ancora Advisors, an estimated $680K sold.
Based on aggregated 13F filings for Q1 2022.