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AE

Adams Resources & Energy Inc

Delisted

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

54 hedge funds and large institutions have $80.1M invested in Adams Resources & Energy Inc in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $72.4M → $80.1M (+$7.69M)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

14% less funds holding

Funds holding: 6354 (-9)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
54
Holders Change
-9
Holders Change %
-14.29%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$16.5M +$9.71K +218 +0.1%
Renaissance Technologies
2
Renaissance Technologies
New York
$12.9M +$410K +9,200 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.94M
BIT
4
BlackRock Institutional Trust
California
$5.33M +$505K +11,344 +12%
LSV Asset Management
5
LSV Asset Management
Illinois
$5.33M +$75.7K +1,700 +2%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$5.23M -$37.6K -845 -0.8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.48M +$5.7K +128 +0.2%
BFA
8
BlackRock Fund Advisors
California
$2.98M +$315K +7,081 +13%
Northern Trust
9
Northern Trust
Illinois
$2.65M -$59.2K -1,330 -2%
BCM
10
Bridgeway Capital Management
Texas
$2.52M
State Street
11
State Street
Massachusetts
$2.19M +$72.5K +1,629 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.36M +$244K +5,469 +25%
Prudential Financial
13
Prudential Financial
New Jersey
$1.17M +$1.34K +30 +0.1%
JP Morgan Chase
14
JP Morgan Chase
New York
$967K +$81.3K +1,825 +10%
LCM
15
Leonard Capital Management
Florida
$904K +$323K +7,252 +67%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$900K
Geode Capital Management
17
Geode Capital Management
Massachusetts
$761K -$61.6K -1,383 -8%
MAM
18
Martingale Asset Management
Massachusetts
$623K -$147K -3,301 -21%
TCIM
19
TIAA CREF Investment Management
New York
$585K +$20.2K +454 +4%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$578K -$49K -1,100 -10%
SO
21
STRS Ohio
Ohio
$564K +$4.45K +100 +0.9%
PAM
22
Panagora Asset Management
Massachusetts
$546K -$28.4K -637 -6%
Morgan Stanley
23
Morgan Stanley
New York
$534K +$291K +6,542 +158%
Invesco
24
Invesco
Georgia
$375K +$35K +787 +12%
BIM
25
BlackRock Investment Management
Delaware
$358K -$579 -13 -0.2%

AE Hedge Fund Activity: Q4 2014 in Review

54 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q4 2014, worth a combined $80.1M — up 11% from $72.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AE and 3 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 20 added.

The largest buyer was BlackRock Institutional Trust, adding an estimated $505K. The largest seller was Nationwide Fund Advisors, cutting an estimated $907K.

  • 54 institutional investors held Adams Resources & Energy Inc (AE) as of Q4 2014, down from 63 in Q3 2014.
  • Funds reported $80.1M of Adams Resources & Energy Inc stock for Q4 2014, up 11% quarter-over-quarter.
  • 3 funds opened new Adams Resources & Energy Inc positions in Q4 2014 and 10 closed out, a net change of -7 holders.
  • The largest Adams Resources & Energy Inc buyer in Q4 2014 was BlackRock Institutional Trust, an estimated $505K added.
  • The largest Adams Resources & Energy Inc seller in Q4 2014 was Nationwide Fund Advisors, an estimated $907K sold.

Based on aggregated 13F filings for Q4 2014.