Adams Resources & Energy Inc
AE was delisted on the 4th of February, 2025.
30 hedge funds and large institutions have $38.8M invested in Adams Resources & Energy Inc in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 9 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
21% less funds holding
Funds holding: 38 → 30 (-8)
26% less capital invested
Capital invested by funds: $52.3M → $38.8M (-$13.4M)
89% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$674K |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$505K |
| 3 |
BlackRock
New York
|
+$382K |
| 4 |
NIM
Needham Investment Management
New York
|
+$354K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.31M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$517K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$259K |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
-$219K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$208K |
AE Hedge Fund Activity: Q4 2023 in Review
30 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q4 2023, worth a combined $38.8M — down 26% from $52.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of AE and 1 opened new positions — a net loss of 8 holders — while 6 trimmed existing stakes and 16 added.
The largest buyer was Vanguard Group, adding an estimated $674K. The largest seller was Fidelity Investments, cutting an estimated $3.31M.
- 30 institutional investors held Adams Resources & Energy Inc (AE) as of Q4 2023, down from 38 in Q3 2023.
- Funds reported $38.8M of Adams Resources & Energy Inc stock for Q4 2023, down 26% quarter-over-quarter.
- 1 fund opened new Adams Resources & Energy Inc positions in Q4 2023 and 9 closed out, a net change of -8 holders.
- The largest Adams Resources & Energy Inc buyer in Q4 2023 was Vanguard Group, an estimated $674K added.
- The largest Adams Resources & Energy Inc seller in Q4 2023 was Fidelity Investments, an estimated $3.31M sold.
Based on aggregated 13F filings for Q4 2023.