PEO

Adams Natural Resources Fund
PEO

Overview Fund Activity

63 hedge funds and large institutions have $132M invested in Adams Natural Resources Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$6.86M
2
CL
2
CSS LLC
Illinois
$3.18M
3
UBS Group
3
UBS Group
Switzerland
$6.39M
4
AA
4
Ancora Advisors
Ohio
$28.7M
5
Bank of America
5
Bank of America
North Carolina
$2.31M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$6.09M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$17.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
6M
4
6 Meridian
Kansas
$0
5
Walleye Capital
5
Walleye Capital
New York
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCI
26
Uncommon Cents Investing
Wisconsin
$491K +$49K +4,483 +11%
DADC
27
D.A. Davidson & Co
Montana
$426K -$14.2K -1,297 -3%
YCM
28
Yakira Capital Management
Connecticut
$321K +$321K +30,218 New
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$304K +$14.8K +1,352 +5%
MA
30
Mutual Advisors
Nebraska
$297K – – –
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$259K -$43.7K -3,992 -14%
PHS
32
Pekin Hardy Strauss
Illinois
$236K -$22.7K -2,079 -9%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$226K +$226K +20,682 New
DA
34
Doliver Advisors
Texas
$223K -$55.3K -5,047 -20%
Walleye Capital
35
Walleye Capital
New York
$204K -$488K -44,637 -71%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$203K -$11K -1,008 -5%
RJA
37
Raymond James & Associates
Florida
$199K +$60.6K +5,543 +44%
IFWM
38
Institute for Wealth Management
Colorado
$178K +$131 +12 +0.1%
Stifel Financial
39
Stifel Financial
Missouri
$170K -$6.77K -618 -4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$157K +$25.6K +2,343 +20%
KCPG
41
Kavar Capital Partners Group
Kansas
$153K – – –
MC
42
Moors & Cabot
Massachusetts
$150K +$150K +13,803 New
AF
43
Advisornet Financial
Minnesota
$126K +$83.9K +7,692 +199%
GWM
44
Geneos Wealth Management
Colorado
$122K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$118K – – –
JFGIW
46
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K +$108K +9,875 New
LWCFA
47
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K – – –
TJHA
48
Thomas J. Herzfeld Advisors
Florida
$78K +$266 +24 +0.3%
US Bancorp
49
US Bancorp
Minnesota
$76K -$3K -274 -4%
CAN
50
Cetera Advisor Networks
California
$75K +$75K +6,849 New
1
2
3