Adams Resources & Energy Inc
AE was delisted on the 4th of February, 2025.
30 hedge funds and large institutions have $42M invested in Adams Resources & Energy Inc in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.
8% more capital invested
Capital invested by funds: $38.8M → $42M (+$3.14M)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
Needham Investment Management
New York
|
+$1.83M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$310K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
+$260K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$68.2K |
| 5 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
|
+$67.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.3M |
| 2 |
AF
Aegis Financial
Mc Lean,
Virginia
|
-$727K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$424K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$278K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$245K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BNP Paribas Financial Markets
Paris,
France
| $5.8K | +$5K | +200 | New |
|
27
UBS Group
Zurich,
Switzerland
| $4.73K | +$4K | +160 | +5,333% |
|
28
Qube Research & Technologies (QRT)
London,
United Kingdom
| $1.59K | +$1.38K | +55 | New |
|
29
Russell Investments Group
London,
United Kingdom
| $783 | – | – | – |
|
|
HNB
30
Huntington National Bank
Columbus,
Ohio
| $29 | – | – | – |
|
|
31
Invesco
Atlanta,
Georgia
| – | -$278K | -10,618 | Closed |
|
|
32
LSV Asset Management
Chicago,
Illinois
| – | -$245K | -9,350 | Closed |
|
|
GCP
33
GSA Capital Partners
London,
United Kingdom
| – | -$231K | -8,817 | Closed |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$52K | -2,000 | Closed |
|
AE Hedge Fund Activity: Q1 2024 in Review
30 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q1 2024, worth a combined $42M — up 8.1% from $38.8M a quarter earlier.
Fund positioning in AE was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 9 trimmed.
The largest buyer was Needham Investment Management, adding an estimated $1.83M. The largest seller was Fidelity Investments, cutting an estimated $1.3M.
- 30 institutional investors held Adams Resources & Energy Inc (AE) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $42M of Adams Resources & Energy Inc stock for Q1 2024, up 8.1% quarter-over-quarter.
- 4 funds opened new Adams Resources & Energy Inc positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest Adams Resources & Energy Inc buyer in Q1 2024 was Needham Investment Management, an estimated $1.83M added.
- The largest Adams Resources & Energy Inc seller in Q1 2024 was Fidelity Investments, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2024.