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AE

Adams Resources & Energy Inc

Delisted

AE was delisted on the 4th of February, 2025.

43 hedge funds and large institutions have $55.2M invested in Adams Resources & Energy Inc in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

49% more capital invested

Capital invested by funds: $37.1M → $55.2M (+$18.1M)

26% more funds holding

Funds holding: 3443 (+9)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
7
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$257K +$221K +6,809 New
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$244K -$92.5K -2,846 -31%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$230K +$201K +6,194 New
NWAG
29
Net Worth Advisory Group
Utah
$209K +$180K +5,524 New
ACA
30
Ascension Capital Advisors
Texas
$201K +$173K +5,317 New
Millennium Management
31
Millennium Management
New York
$200K +$173K +5,310 New
Osaic Holdings
32
Osaic Holdings
Arizona
$140K +$120K +3,700 New
Morgan Stanley
33
Morgan Stanley
New York
$120K +$98 +3 +0.1%
Skandinaviska Enskilda Banken (SEB)
34
Skandinaviska Enskilda Banken (SEB)
Sweden
$93K +$81.3K +2,500 New
Barclays
35
Barclays
United Kingdom
$68.6K -$3.83K -118 -6%
UBS Group
36
UBS Group
Switzerland
$22.8K +$14.4K +442 +271%
CAL
37
Capital Advisors Ltd
Ohio
$10K +$2.63K +81 +43%
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$2.91K +$2.5K +77 New
Russell Investments Group
39
Russell Investments Group
United Kingdom
$1.02K
Bank of America
40
Bank of America
North Carolina
$793
JP Morgan Chase
41
JP Morgan Chase
New York
$227
MHIP
42
Mountain Hill Investment Partners
New Jersey
$77 +$65 +2 New
HNB
43
Huntington National Bank
Ohio
$38
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
-$1.72M -63,810 Closed
BCM
45
Bridgeway Capital Management
Texas
-$1.39M -51,542 Closed
AA
46
Ancora Advisors
Ohio
-$1.1M -40,813 Closed
EF
47
Empowered Funds
Pennsylvania
-$501K -18,542 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$247K -9,160 Closed
PCM
49
Perritt Capital Management
Illinois
-$135K -5,000 Closed
CSC
50
Cove Street Capital
California
-$8.26K -306 Closed

AE Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q4 2024, worth a combined $55.2M — up 49% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AE positions and 8 closed out — a net gain of 11 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was ODDO BHF Asset Management, opening a new position worth an estimated $4.06M. The largest seller was Aegis Financial, cutting an estimated $2.28M.

  • 43 institutional investors held Adams Resources & Energy Inc (AE) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $55.2M of Adams Resources & Energy Inc stock for Q4 2024, up 49% quarter-over-quarter.
  • 19 funds opened new Adams Resources & Energy Inc positions in Q4 2024 and 8 closed out, a net change of +11 holders.
  • The largest Adams Resources & Energy Inc buyer in Q4 2024 was ODDO BHF Asset Management, an estimated $4.06M added.
  • The largest Adams Resources & Energy Inc seller in Q4 2024 was Aegis Financial, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.