Adams Natural Resources Fund
PEO
85 hedge funds and large institutions have $226M invested in Adams Natural Resources Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 6 closing their positions.
476% more call options, than puts
Call options by funds: $426K | Put options by funds: $74K
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
7% more capital invested
Capital invested by funds: $211M → $226M (+$15.3M)
4% more funds holding
Funds holding: 82 → 85 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.5% less ownership
Funds ownership: 42.49% → 40% (-2.5%)
14% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$4.49M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$874K |
| 3 |
Millennium Management
New York
|
+$845K |
| 4 |
LPL Financial
San Diego,
California
|
+$549K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$461K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13M |
| 2 |
BW
Basepoint Wealth
Cedar Rapids,
Iowa
|
-$1.86M |
| 3 |
Lazard Asset Management
New York
|
-$1.52M |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
-$344K |
| 5 |
PAS
Park Avenue Securities
New York
|
-$228K |
PEO Hedge Fund Activity: Q1 2024 in Review
85 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q1 2024, worth a combined $226M — up 7.2% from $211M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PEO positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 28 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $4.49M. The largest seller was Morgan Stanley, cutting an estimated $13M.
- 85 institutional investors held Adams Natural Resources Fund (PEO) as of Q1 2024, up from 82 in Q4 2023.
- Funds reported $226M of Adams Natural Resources Fund stock for Q1 2024, up 7.2% quarter-over-quarter.
- 10 funds opened new Adams Natural Resources Fund positions in Q1 2024 and 6 closed out, a net change of +4 holders.
- The largest Adams Natural Resources Fund buyer in Q1 2024 was Saba Capital Management, an estimated $4.49M added.
- The largest Adams Natural Resources Fund seller in Q1 2024 was Morgan Stanley, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2024.