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PEO

Adams Natural Resources Fund

99 hedge funds and large institutions have $293M invested in Adams Natural Resources Fund in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

142% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 19

23% more capital invested

Capital invested by funds: $237M → $293M (+$55.5M)

15% more funds holding

Funds holding: 8699 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.43% less ownership

Funds ownership: 41.51%40.08% (-1.4%)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
46
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADEF
1
Adams Diversified Equity Fund
Maryland
$72.9M +$1.24M +49,223 +2%
SCM
2
Saba Capital Management
New York
$62.9M -$11M -435,589 -16%
Morgan Stanley
3
Morgan Stanley
New York
$35.4M +$7.48M +295,869 +30%
Lazard Asset Management
4
Lazard Asset Management
New York
$14.1M -$49.6K -1,960 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.9M -$2.34M -92,722 -18%
Raymond James Financial
6
Raymond James Financial
Florida
$6.65M +$318K +12,565 +6%
Cohen & Steers
7
Cohen & Steers
New York
$5.06M +$809K +32,000 +21%
BW
8
Basepoint Wealth
Iowa
$4.61M -$24.3K -959 -0.6%
IFO
9
Intrepid Family Office
Florida
$4.34M +$66.3K +2,621 +2%
Verition Fund Management
10
Verition Fund Management
Connecticut
$3.65M -$446K -17,625 -12%
Bank of America
11
Bank of America
North Carolina
$3.45M +$28K +1,107 +0.9%
FC
12
FCA Corp
Texas
$3.29M +$147K +5,819 +5%
Capstone Investment Advisors
13
Capstone Investment Advisors
New York
$3.16M
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$3.15M -$66.8K -2,640 -2%
AAM
15
Advisors Asset Management
Colorado
$2.84M +$601K +23,775 +30%
WCM
16
Whitener Capital Management
North Carolina
$2.49M +$49.5K +1,958 +2%
NSAM
17
North Star Asset Management
Wisconsin
$2.45M +$15.5K +611 +0.7%
LPL Financial
18
LPL Financial
California
$2.23M +$304K +12,021 +18%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.15M +$156K +6,175 +9%
SI
20
Sprott Inc
Ontario, Canada
$2.13M +$233K +9,222 +14%
DADC
21
D.A. Davidson & Co
Montana
$2.08M +$176K +6,971 +10%
CL
22
CSS LLC
Illinois
$2.07M -$632K -24,973 -25%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$2.02M -$4.57M -180,874 -71%
UPS
24
UHLMANN PRICE SECURITIES
Illinois
$1.87M +$30.8K +1,216 +2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.74M +$127K +5,017 +8%

PEO Hedge Fund Activity: Q1 2026 in Review

99 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q1 2026, worth a combined $293M — up 23% from $237M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PEO positions and 5 closed out — a net gain of 17 holders — while 46 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.48M. The largest seller was Saba Capital Management, cutting an estimated $11M.

  • 99 institutional investors held Adams Natural Resources Fund (PEO) as of Q1 2026, up from 86 in Q4 2025.
  • Funds reported $293M of Adams Natural Resources Fund stock for Q1 2026, up 23% quarter-over-quarter.
  • 22 funds opened new Adams Natural Resources Fund positions in Q1 2026 and 5 closed out, a net change of +17 holders.
  • The largest Adams Natural Resources Fund buyer in Q1 2026 was Morgan Stanley, an estimated $7.48M added.
  • The largest Adams Natural Resources Fund seller in Q1 2026 was Saba Capital Management, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2026.