Adams Resources & Energy Inc
AE was delisted on the 4th of February, 2025.
38 hedge funds and large institutions have $52.3M invested in Adams Resources & Energy Inc in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
5% less capital invested
Capital invested by funds: $54.9M → $52.3M (-$2.6M)
3% less funds holding
Funds holding: 39 → 38 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
Needham Investment Management
New York
|
+$753K |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$456K |
| 3 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$312K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$175K |
| 5 |
BlackRock
New York
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$921K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$361K |
| 3 |
Renaissance Technologies
New York
|
-$194K |
| 4 |
FSCM
First Sabrepoint Capital Management
Dallas,
Texas
|
-$169K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$157K |
AE Hedge Fund Activity: Q3 2023 in Review
38 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q3 2023, worth a combined $52.3M — down 4.7% from $54.9M a quarter earlier.
Fund positioning in AE was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 14 added to existing stakes and 11 trimmed.
The largest buyer was Needham Investment Management, adding an estimated $753K. The largest seller was Fidelity Investments, cutting an estimated $921K.
- 38 institutional investors held Adams Resources & Energy Inc (AE) as of Q3 2023, down from 39 in Q2 2023.
- Funds reported $52.3M of Adams Resources & Energy Inc stock for Q3 2023, down 4.7% quarter-over-quarter.
- 2 funds opened new Adams Resources & Energy Inc positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Adams Resources & Energy Inc buyer in Q3 2023 was Needham Investment Management, an estimated $753K added.
- The largest Adams Resources & Energy Inc seller in Q3 2023 was Fidelity Investments, an estimated $921K sold.
Based on aggregated 13F filings for Q3 2023.