Adams Natural Resources Fund
PEO
89 hedge funds and large institutions have $236M invested in Adams Natural Resources Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
5% more capital invested
Capital invested by funds: $224M → $236M (+$11.4M)
2% more funds holding
Funds holding: 87 → 89 (+2)
7% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 30
0.77% less ownership
Funds ownership: 40.06% → 39.29% (-0.77%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.61M |
| 2 |
ADEF
Adams Diversified Equity Fund
Baltimore,
Maryland
|
+$1.24M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.14M |
| 4 |
Morgan Stanley
New York
|
+$661K |
| 5 |
BC
Burney Company
Reston,
Virginia
|
+$621K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.42M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.57M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.34M |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$795K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
-$743K |
PEO Hedge Fund Activity: Q1 2025 in Review
89 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q1 2025, worth a combined $236M — up 5.1% from $224M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PEO positions and 10 closed out — a net gain of 3 holders — while 32 added to existing stakes and 30 trimmed.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.61M. The largest seller was Royal Bank of Canada, cutting an estimated $2.42M.
- 89 institutional investors held Adams Natural Resources Fund (PEO) as of Q1 2025, up from 87 in Q4 2024.
- Funds reported $236M of Adams Natural Resources Fund stock for Q1 2025, up 5.1% quarter-over-quarter.
- 13 funds opened new Adams Natural Resources Fund positions in Q1 2025 and 10 closed out, a net change of +3 holders.
- The largest Adams Natural Resources Fund buyer in Q1 2025 was Penserra Capital Management, an estimated $4.61M added.
- The largest Adams Natural Resources Fund seller in Q1 2025 was Royal Bank of Canada, an estimated $2.42M sold.
Based on aggregated 13F filings for Q1 2025.