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AE

Adams Resources & Energy Inc

Delisted

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

38 hedge funds and large institutions have $57.4M invested in Adams Resources & Energy Inc in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $47.6M → $57.4M (+$9.81M)

5% less funds holding

Funds holding: 4038 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.4M -$107K -3,300 -0.9%
Renaissance Technologies
2
Renaissance Technologies
New York
$12.1M +$90.8K +2,800 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.23M
BlackRock
4
BlackRock
New York
$3.62M -$7.66K -236 -0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.52M
Wells Fargo
6
Wells Fargo
California
$3.39M +$204K +6,296 +8%
BCM
7
Bridgeway Capital Management
Texas
$2.4M +$9.73K +300 +0.5%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$2.25M +$27.5K +849 +1%
AA
9
Ancora Advisors
Ohio
$1.79M +$104K +3,198 +7%
MA
10
Minerva Advisors
Pennsylvania
$1.21M +$65 +2 +0%
Franklin Resources
11
Franklin Resources
California
$1.14M
Northern Trust
12
Northern Trust
Illinois
$1.14M +$93.7K +2,889 +11%
WIM
13
Wittenberg Investment Management
Massachusetts
$1.01M -$52.1K -1,605 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$468K -$97.4K -3,001 -20%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$465K -$249K -7,688 -39%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$339K
Invesco
17
Invesco
Georgia
$291K -$50.6K -1,560 -17%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$266K
ECM
19
ExodusPoint Capital Management
New York
$256K +$218K +6,715 New
HSBC Holdings
20
HSBC Holdings
United Kingdom
$250K +$210K +6,457 New
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$233K -$47.3K -1,458 -19%
OGC
22
One68 Global Capital
New York
$224K +$191K +5,874 New
Morgan Stanley
23
Morgan Stanley
New York
$134K -$4.32K -133 -4%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.5K
Russell Investments Group
25
Russell Investments Group
United Kingdom
$44K

AE Hedge Fund Activity: Q4 2019 in Review

38 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q4 2019, worth a combined $57.4M — up 21% from $47.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of AE and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was ExodusPoint Capital Management, opening a new position worth an estimated $218K. The largest seller was Acadian Asset Management, exiting entirely with an estimated $855K sold.

  • 38 institutional investors held Adams Resources & Energy Inc (AE) as of Q4 2019, down from 40 in Q3 2019.
  • Funds reported $57.4M of Adams Resources & Energy Inc stock for Q4 2019, up 21% quarter-over-quarter.
  • 4 funds opened new Adams Resources & Energy Inc positions in Q4 2019 and 6 closed out, a net change of -2 holders.
  • The largest Adams Resources & Energy Inc buyer in Q4 2019 was ExodusPoint Capital Management, an estimated $218K added.
  • The largest Adams Resources & Energy Inc seller in Q4 2019 was Acadian Asset Management, an estimated $855K sold.

Based on aggregated 13F filings for Q4 2019.