Adams Resources & Energy Inc
AE was delisted on the 4th of February, 2025.
53 hedge funds and large institutions have $72.3M invested in Adams Resources & Energy Inc in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
4% more funds holding
Funds holding: 51 → 53 (+2)
1% less capital invested
Capital invested by funds: $73.2M → $72.3M (-$876K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCI
Uncommon Cents Investing
Janesville,
Wisconsin
|
+$730K |
| 2 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$305K |
| 3 |
Renaissance Technologies
New York
|
+$283K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$275K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$661K |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$428K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$337K |
| 4 |
Charles Schwab
San Francisco,
California
|
-$277K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIA
51
Piedmont Investment Advisors
Durham,
North Carolina
| $2K | +$1.73K | +38 | New |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | +$681 | +15 | New |
|
|
53
Charles Schwab
San Francisco,
California
| – | -$277K | -6,366 | Closed |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| – | +$91 | +2 | +100% |
|
AE Hedge Fund Activity: Q2 2018 in Review
53 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q2 2018, worth a combined $72.3M — down 1.2% from $73.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AE positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Uncommon Cents Investing, opening a new position worth an estimated $730K. The largest seller was Fidelity Investments, cutting an estimated $661K.
- 53 institutional investors held Adams Resources & Energy Inc (AE) as of Q2 2018, up from 51 in Q1 2018.
- Funds reported $72.3M of Adams Resources & Energy Inc stock for Q2 2018, down 1.2% quarter-over-quarter.
- 5 funds opened new Adams Resources & Energy Inc positions in Q2 2018 and 3 closed out, a net change of +2 holders.
- The largest Adams Resources & Energy Inc buyer in Q2 2018 was Uncommon Cents Investing, an estimated $730K added.
- The largest Adams Resources & Energy Inc seller in Q2 2018 was Fidelity Investments, an estimated $661K sold.
Based on aggregated 13F filings for Q2 2018.