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PEO

Adams Natural Resources Fund
PEO

69 hedge funds and large institutions have $166M invested in Adams Natural Resources Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

30% more capital invested

Capital invested by funds: $127M → $166M (+$38.3M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0.51% more ownership

Funds ownership: 33.29% → 33.81% (+0.51%)

0% more funds holding

Funds holding: 69 → 69 (0)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
19
Reduced
19
Closed
8
Calls
$48K
Puts
–
Net Calls
+$48K
Net Calls Change
+$272K

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$8.71M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$4.16M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.24M
4
RJA
Raymond James & Associates
Florida
+$2.57M
5
NFG
Nations Financial Group
Iowa
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6.42M
2
WAM
Wolverine Asset Management
Illinois
-$2.67M
3
CA
Cornerstone Advisors
North Carolina
-$2.65M
4
BW
Basepoint Wealth
Iowa
-$1.25M
5
Wells Fargo
Wells Fargo
California
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$90K +$86.1K +4,619 New
GWM
52
Geneos Wealth Management
Colorado
$75K – – –
JFGIW
53
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K -$42.8K -2,298 -44%
JP Morgan Chase
54
JP Morgan Chase
New York
$59K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
CFD
56
Creative Financial Designs
Indiana
$38K – – –
SFFS
57
Stonehage Fleming Financial Services
Jersey
$34K – – –
APA
58
American Portfolios Advisors
New York
$19.8K +$18.3K +982 New
AA
59
Ancora Advisors
Ohio
$18K – – –
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
AA
61
Addison Advisors
Vermont
$12K – – –
PA
62
Parallel Advisors
California
$11K +$10.2K +546 New
Bessemer Group
63
Bessemer Group
New Jersey
$10K +$9.04K +485 +1,617%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$7K -$75 -4 -1%
CIAS
65
CFS Investment Advisory Services
New Jersey
$2K +$631K +33,874 New
SFA
66
Semmax Financial Advisors
North Carolina
$1K – – –
WAM
67
Wolverine Asset Management
Illinois
– -$2.67M -143,127 -100%
LCM
68
Landscape Capital Management
New Jersey
– -$454K -28,591 Closed
CCM
69
Cutler Capital Management
Massachusetts
– -$409K -25,735 Closed
MIG
70
Mariner Investment Group
New York
– -$282K -17,723 Closed
AF
71
Advisornet Financial
Minnesota
– -$247K -15,540 Closed
KCPG
72
Kavar Capital Partners Group
Kansas
– -$198K -12,474 Closed
Walleye Trading
73
Walleye Trading
New York
– -$194K -12,179 Closed
Simplex Trading
74
Simplex Trading
Illinois
– -$36.7K -1,969 Closed
PCMC
75
Paragon Capital Management (Colorado)
Colorado
– -$7K -448 Closed
1 2
3
4

PEO Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q1 2022, worth a combined $166M — up 30% from $127M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PEO positions and 8 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $8.71M. The largest seller was UBS Group, cutting an estimated $6.42M.

  • 69 institutional investors held Adams Natural Resources Fund (PEO) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $166M of Adams Natural Resources Fund stock for Q1 2022, up 30% quarter-over-quarter.
  • 10 funds opened new Adams Natural Resources Fund positions in Q1 2022 and 8 closed out, a net change of +2 holders.
  • The largest Adams Natural Resources Fund buyer in Q1 2022 was Adage Capital Partners, an estimated $8.71M added.
  • The largest Adams Natural Resources Fund seller in Q1 2022 was UBS Group, an estimated $6.42M sold.

Based on aggregated 13F filings for Q1 2022.