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AE

Adams Resources & Energy Inc

Delisted

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

40 hedge funds and large institutions have $39M invested in Adams Resources & Energy Inc in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $31.3M → $39M (+$7.71M)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$8.26M -$148K -6,170 -2%
Renaissance Technologies
2
Renaissance Technologies
New York
$6.73M -$194K -8,100 -3%
BlackRock
3
BlackRock
New York
$4.17M +$393K +16,369 +10%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.38M -$152K -6,323 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.5M +$25.1K +1,047 +1%
Wells Fargo
6
Wells Fargo
California
$2.45M -$45.8K -1,908 -2%
AA
7
Ancora Advisors
Ohio
$1.99M +$148K +6,170 +8%
1WM
8
1900 Wealth Management
Texas
$1.82M +$1.82M +75,710 New
BCM
9
Bridgeway Capital Management
Texas
$1.52M
Northern Trust
10
Northern Trust
Illinois
$1.05M -$83.8K -3,491 -7%
WIM
11
Wittenberg Investment Management
Massachusetts
$882K -$82.9K -3,456 -9%
State Street
12
State Street
Massachusetts
$771K +$223K +9,290 +41%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$706K +$264K +11,016 +60%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$675K +$11K +457 +2%
MA
15
Minerva Advisors
Pennsylvania
$607K -$156K -6,487 -20%
Franklin Resources
16
Franklin Resources
California
$445K -$277K -11,541 -38%
RJA
17
Raymond James & Associates
Florida
$361K +$17.5K +728 +5%
JP Morgan Chase
18
JP Morgan Chase
New York
$157K +$103K +4,289 +192%
Morgan Stanley
19
Morgan Stanley
New York
$123K +$35.8K +1,490 +41%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$87K
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$80K
Deutsche Bank
22
Deutsche Bank
Germany
$38K +$10.8K +452 +40%
TRCT
23
Tower Research Capital (TRC)
New York
$36K -$9.29K -387 -21%
Barclays
24
Barclays
United Kingdom
$23K -$6.86K -286 -23%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$20.3K +$8.21K +342 +68%

AE Hedge Fund Activity: Q4 2020 in Review

40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q4 2020, worth a combined $39M — up 25% from $31.3M a quarter earlier.

Fund positioning in AE was balanced in Q4 2020: 2 funds opened new positions, 2 closed out, 16 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $393K. The largest seller was Arkfeld Wealth Strategies, exiting entirely with an estimated $361K sold.

  • 40 institutional investors held Adams Resources & Energy Inc (AE) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $39M of Adams Resources & Energy Inc stock for Q4 2020, up 25% quarter-over-quarter.
  • 2 funds opened new Adams Resources & Energy Inc positions in Q4 2020 and 2 closed out, a net change of 0 holders.
  • The largest Adams Resources & Energy Inc buyer in Q4 2020 was BlackRock, an estimated $393K added.
  • The largest Adams Resources & Energy Inc seller in Q4 2020 was Arkfeld Wealth Strategies, an estimated $361K sold.

Based on aggregated 13F filings for Q4 2020.