Adams Resources & Energy Inc
AE was delisted on the 4th of February, 2025.
31 hedge funds and large institutions have $44M invested in Adams Resources & Energy Inc in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.
9% less funds holding
Funds holding: 34 → 31 (-3)
10% less capital invested
Capital invested by funds: $49M → $44M (-$4.93M)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
Needham Investment Management
New York
|
+$737K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$247K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$64.5K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$64.5K |
| 5 |
Morgan Stanley
New York
|
+$50.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$869K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$602K |
| 3 |
CM
CM Management
Gulf Breeze,
Florida
|
-$428K |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$253K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $34K | +$2.58K | +84 | +8% |
|
27
Barclays
London,
United Kingdom
| $26K | -$7.65K | -249 | -22% |
|
28
EARNEST Partners
Atlanta,
Georgia
| $24K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $15K | +$6.14K | +200 | +65% |
|
30
BNP Paribas Financial Markets
Paris,
France
| $30 | – | – | – |
|
|
31
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$253K | -7,871 | Closed |
|
|
32
HSBC Holdings
London,
United Kingdom
| – | -$228K | -7,017 | Closed |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| – | -$1K | -31 | Closed |
|
AE Hedge Fund Activity: Q3 2022 in Review
31 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q3 2022, worth a combined $44M — down 10% from $49M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AE and 1 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 9 added.
The largest buyer was Needham Investment Management, adding an estimated $737K. The largest seller was Renaissance Technologies, cutting an estimated $869K.
- 31 institutional investors held Adams Resources & Energy Inc (AE) as of Q3 2022, down from 34 in Q2 2022.
- Funds reported $44M of Adams Resources & Energy Inc stock for Q3 2022, down 10% quarter-over-quarter.
- 1 fund opened new Adams Resources & Energy Inc positions in Q3 2022 and 4 closed out, a net change of -3 holders.
- The largest Adams Resources & Energy Inc buyer in Q3 2022 was Needham Investment Management, an estimated $737K added.
- The largest Adams Resources & Energy Inc seller in Q3 2022 was Renaissance Technologies, an estimated $869K sold.
Based on aggregated 13F filings for Q3 2022.