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AE

Adams Resources & Energy Inc

Delisted

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

43 hedge funds and large institutions have $55.2M invested in Adams Resources & Energy Inc in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

49% more capital invested

Capital invested by funds: $37.1M → $55.2M (+$18.1M)

26% more funds holding

Funds holding: 3443 (+9)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
7
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$9.17M -$79.5K -2,447 -1%
NIM
2
Needham Investment Management
New York
$7.17M
Renaissance Technologies
3
Renaissance Technologies
New York
$6.85M -$241K -7,400 -4%
OBAM
4
ODDO BHF Asset Management
France
$4.72M +$4.06M +125,000 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.82M +$87.3K +2,685 +3%
CCM
6
Chicago Capital Management
Illinois
$3.65M +$3.14M +96,624 New
BlackRock
7
BlackRock
New York
$2.5M -$869K -26,739 -29%
CM
8
Cigogne Management
Luxembourg
$1.81M +$1.56M +47,914 New
AF
9
Aegis Financial
Virginia
$1.7M -$2.28M -70,089 -61%
CIEC
10
Crédit Industriel et Commercial
France
$1.33M +$1.15M +35,234 New
FWSM
11
First Wilshire Securities Management
California
$1.24M +$30.3K +932 +3%
Wells Fargo
12
Wells Fargo
California
$1.19M -$819K -25,203 -44%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$973K +$20.8K +641 +3%
Northern Trust
14
Northern Trust
Illinois
$907K +$77.3K +2,379 +11%
RHAM
15
Round Hill Asset Management
California
$860K -$6.5K -200 -0.9%
WIM
16
Wittenberg Investment Management
Massachusetts
$782K -$19.8K -610 -3%
OAM
17
Oxford Asset Management
United Kingdom
$745K +$641K +19,728 New
PCM
18
PenderFund Capital Management
British Columbia, Canada
$562K +$341K +10,496 New
Cerity Partners
19
Cerity Partners
New York
$549K
Raymond James Financial
20
Raymond James Financial
Florida
$524K +$452K +13,891 New
CL
21
CSS LLC
Illinois
$513K +$442K +13,587 New
YCM
22
Yakira Capital Management
Connecticut
$475K +$409K +12,586 New
State Street
23
State Street
Massachusetts
$473K +$407K +12,520 New
BA
24
Bard Associates
Illinois
$470K
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$467K

AE Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adams Resources & Energy Inc (AE) for Q4 2024, worth a combined $55.2M — up 49% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AE positions and 8 closed out — a net gain of 11 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was ODDO BHF Asset Management, opening a new position worth an estimated $4.06M. The largest seller was Aegis Financial, cutting an estimated $2.28M.

  • 43 institutional investors held Adams Resources & Energy Inc (AE) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $55.2M of Adams Resources & Energy Inc stock for Q4 2024, up 49% quarter-over-quarter.
  • 19 funds opened new Adams Resources & Energy Inc positions in Q4 2024 and 8 closed out, a net change of +11 holders.
  • The largest Adams Resources & Energy Inc buyer in Q4 2024 was ODDO BHF Asset Management, an estimated $4.06M added.
  • The largest Adams Resources & Energy Inc seller in Q4 2024 was Aegis Financial, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.