PEO

Adams Natural Resources Fund
PEO

Overview Fund Activity

88 hedge funds and large institutions have $231M 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, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
32
Reduced
29
Closed
9
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$81K

Top Buyers

1
PCM
Penserra Capital Management
California
+$4.7M
2
ADEF
Adams Diversified Equity Fund
Maryland
+$1.26M
3
WAM
Wolverine Asset Management
Illinois
+$1.16M
4
Morgan Stanley
Morgan Stanley
New York
+$673K
5
BC
Burney Company
Virginia
+$632K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.46M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.6M
3
1CP
1607 Capital Partners
Virginia
-$1.34M
4
CA
Cornerstone Advisors
North Carolina
-$809K
5
CL
CSS LLC
Illinois
-$757K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Nations Financial Group
Iowa
$1.24M -$45.6K -2,000 -4%
WAM
27
Wolverine Asset Management
Illinois
$1.16M +$1.16M +51,074 New
Wells Fargo
28
Wells Fargo
California
$961K -$89.6K -3,928 -9%
UBS Group
29
UBS Group
Switzerland
$901K -$102K -4,466 -10%
AAM
30
Advisors Asset Management
Colorado
$881K +$319K +14,005 +57%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$833K +$10.1K +444 +1%
LPL Financial
32
LPL Financial
California
$781K -$518K -22,700 -40%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$781K -$44K -1,931 -5%
KAS
34
Kestra Advisory Services
Texas
$757K -$44.8K -1,962 -6%
CIG
35
Cullen Investment Group
Louisiana
$671K +$14.1K +617 +2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$651K +$116K +5,083 +22%
BC
37
Burney Company
Virginia
$632K +$632K +27,701 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$617K -$619K -27,148 -50%
MC
39
Medici Capital
California
$600K +$13.8K +606 +2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$584K +$110K +4,802 +23%
PS
41
Principal Securities
Iowa
$568K – – –
KA
42
Kovack Advisors
Florida
$567K +$47.9K +2,102 +9%
RGC
43
Roberts, Glore & Co
Illinois
$503K +$9.76K +428 +2%
CA
44
Cornerstone Advisors
North Carolina
$413K -$809K -35,474 -66%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$387K +$31.5K +1,380 +9%
Osaic Holdings
46
Osaic Holdings
Arizona
$370K -$47.3K -2,071 -11%
ACM
47
Alta Capital Management
Utah
$365K – – –
PWH
48
Priebe Wealth Holdings
Minnesota
$340K +$7.6K +333 +2%
PI
49
PFG Investments
New York
$327K +$327K +14,319 New
CIA
50
Concurrent Investment Advisors
Florida
$317K +$317K +13,890 New
1
2
3 4