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AE

Adams Resources & Energy Inc

Delisted

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

37 hedge funds and large institutions have $58.3M invested in Adams Resources & Energy Inc in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

37% more capital invested

Capital invested by funds: $42.6M → $58.3M (+$15.8M)

9% more funds holding

Funds holding: 3437 (+3)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.2M +$62.7K +1,937 +0.6%
Renaissance Technologies
2
Renaissance Technologies
New York
$9.52M -$249K -7,700 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.43M +$194 +6 +0%
Wells Fargo
4
Wells Fargo
California
$4.1M -$179K -5,534 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.76M -$2.46K -76 -0.1%
BlackRock
6
BlackRock
New York
$3.12M -$29.1K -898 -1%
1WM
7
1900 Wealth Management
Texas
$2.91M
BCM
8
Bridgeway Capital Management
Texas
$2.25M -$51.8K -1,600 -3%
AA
9
Ancora Advisors
Ohio
$1.84M -$680K -21,014 -30%
WIM
10
Wittenberg Investment Management
Massachusetts
$1.43M -$9.75K -301 -0.8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.26M +$25K +772 +2%
CM
12
CM Management
Florida
$1.11M
Millennium Management
13
Millennium Management
New York
$822K -$60.9K -1,880 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$773K +$23.4K +724 +4%
RJA
15
Raymond James & Associates
Florida
$624K -$5.76K -178 -1%
Northern Trust
16
Northern Trust
Illinois
$578K -$25.5K -787 -5%
State Street
17
State Street
Massachusetts
$407K +$2.56K +79 +0.8%
AWS
18
Arkfeld Wealth Strategies
Nebraska
$369K -$324 -10 -0.1%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$360K +$58.9K +1,818 +24%
SFI
20
Susquehanna Fundamental Investments
Pennsylvania
$354K
HSBC Holdings
21
HSBC Holdings
United Kingdom
$280K +$233K +7,207 New
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$245K +$206K +6,366 New
Morgan Stanley
23
Morgan Stanley
New York
$229K +$8.03K +248 +4%
LSV Asset Management
24
LSV Asset Management
Illinois
$219K -$51.8K -1,600 -22%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$219K +$184K +5,680 New

AE Hedge Fund Activity: Q1 2022 in Review

37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q1 2022, worth a combined $58.3M — up 37% from $42.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AE positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 13 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $233K. The largest seller was Ancora Advisors, cutting an estimated $680K.

  • 37 institutional investors held Adams Resources & Energy Inc (AE) as of Q1 2022, up from 34 in Q4 2021.
  • Funds reported $58.3M of Adams Resources & Energy Inc stock for Q1 2022, up 37% quarter-over-quarter.
  • 6 funds opened new Adams Resources & Energy Inc positions in Q1 2022 and 3 closed out, a net change of +3 holders.
  • The largest Adams Resources & Energy Inc buyer in Q1 2022 was HSBC Holdings, an estimated $233K added.
  • The largest Adams Resources & Energy Inc seller in Q1 2022 was Ancora Advisors, an estimated $680K sold.

Based on aggregated 13F filings for Q1 2022.