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AE

Adams Resources & Energy Inc

Delisted

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

57 hedge funds and large institutions have $90.2M invested in Adams Resources & Energy Inc in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

5% less funds holding

Funds holding: 6057 (-3)

17% less capital invested

Capital invested by funds: $108M → $90.2M (-$17.9M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
25
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$18.1M +$137K +2,123 +0.7%
Renaissance Technologies
2
Renaissance Technologies
New York
$12.8M +$820K +12,700 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.82M
BIT
4
BlackRock Institutional Trust
California
$5.76M -$398K -6,162 -6%
LSV Asset Management
5
LSV Asset Management
Illinois
$5.4M +$945K +14,625 +18%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$4.89M +$2.66M +41,253 +88%
ZIM
7
ZPR Investment Management
Florida
$3.51M -$40.7K -630 -1%
BFA
8
BlackRock Fund Advisors
California
$3.44M +$355K +5,495 +10%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.33M -$3.04K -47 -0.1%
BCM
10
Bridgeway Capital Management
Texas
$2.81M +$3.23K +50 +0.1%
Northern Trust
11
Northern Trust
Illinois
$2.29M -$313K -4,853 -11%
State Street
12
State Street
Massachusetts
$2.18M +$145K +2,244 +6%
WC
13
Walthausen & Co
New York
$1.65M +$170K +2,630 +10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.52M -$52.3K -810 -3%
JIR
15
James Investment Research
Ohio
$1.25M +$121K +1,870 +9%
Prudential Financial
16
Prudential Financial
New Jersey
$1.2M +$627K +9,700 +82%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$1.05M -$934K -14,452 -43%
PAM
18
Panagora Asset Management
Massachusetts
$918K -$155K -2,397 -13%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$833K
Geode Capital Management
20
Geode Capital Management
Massachusetts
$755K +$23.9K +370 +3%
TCIM
21
TIAA CREF Investment Management
New York
$696K +$17.8K +276 +2%
SO
22
STRS Ohio
Ohio
$661K +$71.6K +1,108 +10%
TC
23
TFS Capital
Pennsylvania
$653K +$4.59K +71 +0.6%
LCM
24
Leonard Capital Management
Florida
$602K
NFA
25
Nationwide Fund Advisors
Ohio
$562K +$548K +8,485 +519%

AE Hedge Fund Activity: Q3 2013 in Review

57 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q3 2013, worth a combined $90.2M — down 17% from $108M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AE and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Acadian Asset Management, adding an estimated $2.66M. The largest seller was Schroder Investment Management Group, cutting an estimated $934K.

  • 57 institutional investors held Adams Resources & Energy Inc (AE) as of Q3 2013, down from 60 in Q2 2013.
  • Funds reported $90.2M of Adams Resources & Energy Inc stock for Q3 2013, down 17% quarter-over-quarter.
  • 4 funds opened new Adams Resources & Energy Inc positions in Q3 2013 and 7 closed out, a net change of -3 holders.
  • The largest Adams Resources & Energy Inc buyer in Q3 2013 was Acadian Asset Management, an estimated $2.66M added.
  • The largest Adams Resources & Energy Inc seller in Q3 2013 was Schroder Investment Management Group, an estimated $934K sold.

Based on aggregated 13F filings for Q3 2013.