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AE

Adams Resources & Energy Inc

Delisted

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

34 hedge funds and large institutions have $49M invested in Adams Resources & Energy Inc in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 3734 (-3)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

16% less capital invested

Capital invested by funds: $58.3M → $49M (-$9.36M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$10.4M +$162K +4,508 +1%
Renaissance Technologies
2
Renaissance Technologies
New York
$8.12M +$176K +4,900 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.46M +$450K +12,500 +6%
Wells Fargo
4
Wells Fargo
California
$3.39M -$43K -1,196 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.16M +$19.8K +551 +0.6%
BlackRock
6
BlackRock
New York
$2.53M -$86.2K -2,395 -3%
1WM
7
1900 Wealth Management
Texas
$2.44M
BCM
8
Bridgeway Capital Management
Texas
$1.88M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.26M +$229K +6,367 +19%
WIM
10
Wittenberg Investment Management
Massachusetts
$1.19M -$7.49K -208 -0.6%
CM
11
CM Management
Florida
$932K
NIM
12
Needham Investment Management
New York
$805K +$700K +19,455 +351%
AA
13
Ancora Advisors
Ohio
$758K -$877K -24,363 -51%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$678K +$35K +973 +5%
Millennium Management
15
Millennium Management
New York
$600K -$97.2K -2,702 -13%
RJA
16
Raymond James & Associates
Florida
$510K -$13.3K -369 -2%
Northern Trust
17
Northern Trust
Illinois
$497K +$15.5K +430 +3%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$437K +$151K +4,206 +45%
LSV Asset Management
19
LSV Asset Management
Illinois
$394K +$236K +6,550 +115%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$319K +$128K +3,547 +56%
State Street
21
State Street
Massachusetts
$276K -$72K -2,000 -19%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$253K +$78.8K +2,191 +39%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$228K -$6.84K -190 -3%
Morgan Stanley
24
Morgan Stanley
New York
$177K -$16.6K -460 -8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$161K

AE Hedge Fund Activity: Q2 2022 in Review

34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q2 2022, worth a combined $49M — down 16% from $58.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AE and 2 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Needham Investment Management, adding an estimated $700K. The largest seller was Ancora Advisors, cutting an estimated $877K.

  • 34 institutional investors held Adams Resources & Energy Inc (AE) as of Q2 2022, down from 37 in Q1 2022.
  • Funds reported $49M of Adams Resources & Energy Inc stock for Q2 2022, down 16% quarter-over-quarter.
  • 2 funds opened new Adams Resources & Energy Inc positions in Q2 2022 and 4 closed out, a net change of -2 holders.
  • The largest Adams Resources & Energy Inc buyer in Q2 2022 was Needham Investment Management, an estimated $700K added.
  • The largest Adams Resources & Energy Inc seller in Q2 2022 was Ancora Advisors, an estimated $877K sold.

Based on aggregated 13F filings for Q2 2022.