Adams Resources & Energy Inc
AE was delisted on the 4th of February, 2025.
34 hedge funds and large institutions have $49M invested in Adams Resources & Energy Inc in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 4 closing their positions.
8% less funds holding
Funds holding: 37 → 34 (-3)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
16% less capital invested
Capital invested by funds: $58.3M → $49M (-$9.36M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
Needham Investment Management
New York
|
+$700K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$450K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$236K |
| 4 |
Bank of New York Mellon
New York
|
+$229K |
| 5 |
Renaissance Technologies
New York
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$877K |
| 2 |
AWS
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
-$369K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$217K |
| 4 |
Millennium Management
New York
|
-$97.2K |
| 5 |
BlackRock
New York
|
-$86.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSB
26
City State Bank
Norwalk,
Iowa
| $47K | -$7.2K | -200 | -12% |
|
27
Barclays
London,
United Kingdom
| $37K | -$83.3K | -2,315 | -67% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $34K | +$38.1K | +1,060 | New |
|
29
EARNEST Partners
Atlanta,
Georgia
| $26K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $10K | +$11K | +307 | New |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $1K | -$4.1K | -114 | -79% |
|
32
BNP Paribas Financial Markets
Paris,
France
| $32 | -$756 | -21 | -95% |
|
|
AWS
33
Arkfeld Wealth Strategies
Omaha,
Nebraska
| – | -$369K | -10,248 | Closed |
|
|
34
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$217K | -5,627 | Closed |
|
35
Bank of America
Charlotte,
North Carolina
| – | -$26K | -681 | Closed |
|
36
JP Morgan Chase
New York
| – | -$4.25K | -118 | -91% |
|
|
MCC
37
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$2K | -60 | Closed |
|
AE Hedge Fund Activity: Q2 2022 in Review
34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q2 2022, worth a combined $49M — down 16% from $58.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AE and 2 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 12 added.
The largest buyer was Needham Investment Management, adding an estimated $700K. The largest seller was Ancora Advisors, cutting an estimated $877K.
- 34 institutional investors held Adams Resources & Energy Inc (AE) as of Q2 2022, down from 37 in Q1 2022.
- Funds reported $49M of Adams Resources & Energy Inc stock for Q2 2022, down 16% quarter-over-quarter.
- 2 funds opened new Adams Resources & Energy Inc positions in Q2 2022 and 4 closed out, a net change of -2 holders.
- The largest Adams Resources & Energy Inc buyer in Q2 2022 was Needham Investment Management, an estimated $700K added.
- The largest Adams Resources & Energy Inc seller in Q2 2022 was Ancora Advisors, an estimated $877K sold.
Based on aggregated 13F filings for Q2 2022.