Adams Resources & Energy Inc
AE was delisted on the 4th of February, 2025.
42 hedge funds and large institutions have $60.9M invested in Adams Resources & Energy Inc in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 12 closing their positions.
30% more capital invested
Capital invested by funds: $46.8M → $60.9M (+$14.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 47 → 42 (-5)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
47% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSCM
First Sabrepoint Capital Management
Dallas,
Texas
|
+$3.69M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.86M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.36M |
| 4 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$972K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$513K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.27M |
| 2 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
|
-$852K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$560K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$460K |
| 5 |
HF
HRT Financial
New York
|
-$456K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
51
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$2.33K | -60 | Closed |
|
52
Bank of America
Charlotte,
North Carolina
| – | -$39 | -1 | Closed |
|
53
BNP Paribas Financial Markets
Paris,
France
| – | -$39 | -1 | Closed |
|
AE Hedge Fund Activity: Q1 2023 in Review
42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q1 2023, worth a combined $60.9M — up 30% from $46.8M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of AE and 7 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 10 added.
The largest buyer was First Sabrepoint Capital Management, opening a new position worth an estimated $3.69M. The largest seller was Wells Fargo, cutting an estimated $2.27M.
- 42 institutional investors held Adams Resources & Energy Inc (AE) as of Q1 2023, down from 47 in Q4 2022.
- Funds reported $60.9M of Adams Resources & Energy Inc stock for Q1 2023, up 30% quarter-over-quarter.
- 7 funds opened new Adams Resources & Energy Inc positions in Q1 2023 and 12 closed out, a net change of -5 holders.
- The largest Adams Resources & Energy Inc buyer in Q1 2023 was First Sabrepoint Capital Management, an estimated $3.69M added.
- The largest Adams Resources & Energy Inc seller in Q1 2023 was Wells Fargo, an estimated $2.27M sold.
Based on aggregated 13F filings for Q1 2023.