Adams Natural Resources Fund
PEO
87 hedge funds and large institutions have $224M invested in Adams Natural Resources Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 51 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
2% more funds holding
Funds holding: 85 → 87 (+2)
0.48% less ownership
Funds ownership: 40.54% → 40.06% (-0.48%)
3% less capital invested
Capital invested by funds: $231M → $224M (-$6.94M)
51% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.54M |
| 2 |
Capstone Investment Advisors
New York
|
+$1.32M |
| 3 |
SI
Sprott Inc
Toronto,
Ontario, Canada
|
+$892K |
| 4 |
MC
Medici Capital
Newport Beach,
California
|
+$586K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$2.6M |
| 2 |
Lazard Asset Management
New York
|
-$1.73M |
| 3 |
Morgan Stanley
New York
|
-$1.64M |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
-$1.07M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$949K |
PEO Hedge Fund Activity: Q4 2024 in Review
87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q4 2024, worth a combined $224M — down 3% from $231M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PEO positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 51 trimmed.
The largest buyer was Pathstone Holdings, adding an estimated $2.54M. The largest seller was Saba Capital Management, cutting an estimated $2.6M.
- 87 institutional investors held Adams Natural Resources Fund (PEO) as of Q4 2024, up from 85 in Q3 2024.
- Funds reported $224M of Adams Natural Resources Fund stock for Q4 2024, down 3% quarter-over-quarter.
- 10 funds opened new Adams Natural Resources Fund positions in Q4 2024 and 7 closed out, a net change of +3 holders.
- The largest Adams Natural Resources Fund buyer in Q4 2024 was Pathstone Holdings, an estimated $2.54M added.
- The largest Adams Natural Resources Fund seller in Q4 2024 was Saba Capital Management, an estimated $2.6M sold.
Based on aggregated 13F filings for Q4 2024.