Adams Resources & Energy Inc
AE was delisted on the 4th of February, 2025.
46 hedge funds and large institutions have $69.1M invested in Adams Resources & Energy Inc in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 45 → 46 (+1)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
2% more capital invested
Capital invested by funds: $67.7M → $69.1M (+$1.44M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
|
+$734K |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$686K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$503K |
| 4 |
Franklin Resources
San Mateo,
California
|
+$302K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$694K |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$408K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$239K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$214K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$72.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -36 | Closed |
|
|
PWM
52
Perigon Wealth Management
San Francisco,
California
| – | +$376 | +10 | New |
|
AE Hedge Fund Activity: Q3 2017 in Review
46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q3 2017, worth a combined $69.1M — up 2.1% from $67.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AE positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 14 trimmed.
The largest buyer was Wittenberg Investment Management, opening a new position worth an estimated $734K. The largest seller was Acadian Asset Management, cutting an estimated $694K.
- 46 institutional investors held Adams Resources & Energy Inc (AE) as of Q3 2017, up from 45 in Q2 2017.
- Funds reported $69.1M of Adams Resources & Energy Inc stock for Q3 2017, up 2.1% quarter-over-quarter.
- 7 funds opened new Adams Resources & Energy Inc positions in Q3 2017 and 6 closed out, a net change of +1 holder.
- The largest Adams Resources & Energy Inc buyer in Q3 2017 was Wittenberg Investment Management, an estimated $734K added.
- The largest Adams Resources & Energy Inc seller in Q3 2017 was Acadian Asset Management, an estimated $694K sold.
Based on aggregated 13F filings for Q3 2017.