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PEO

Adams Natural Resources Fund

99 hedge funds and large institutions have $293M invested in Adams Natural Resources Fund in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

142% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 19

23% more capital invested

Capital invested by funds: $237M → $293M (+$55.5M)

15% more funds holding

Funds holding: 8699 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.43% less ownership

Funds ownership: 41.51%40.08% (-1.4%)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
46
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$124K +$2.02K +80 +2%
JP Morgan Chase
77
JP Morgan Chase
New York
$96.6K -$16.5K -654 -16%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$70.9K +$15.2K +600 +31%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$63.8K +$55.9K +2,212 +2,698%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$62.2K
GWM
81
Geneos Wealth Management
Colorado
$52.2K +$152 +6 +0.3%
EWA
82
EverSource Wealth Advisors
Alabama
$52.1K
ZA
83
Zazove Associates
Nevada
$47.6K +$24.5K +968 +102%
HNB
84
Hilltop National Bank
Wyoming
$47.1K
NS
85
NBC Securities
Alabama
$34.8K +$582 +23 +2%
ASN
86
Advisory Services Network
Georgia
$30.3K +$27.6K +1,091 New
LWCFA
87
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.2K
PWPS
88
Pinnacle Wealth Planning Services
Ohio
$28.7K +$10.8K +428 +71%
BC
89
Barrett & Company
Rhode Island
$22.2K
PFBT
90
Parkside Financial Bank & Trust
Missouri
$19K
WA
91
WPG Advisers
Maryland
$12.6K +$5.08K +201 +80%
AUB
92
Atlantic Union Bankshares
Virginia
$8.34K
AA
93
Ancora Advisors
Ohio
$5.56K
BlackRock
94
BlackRock
New York
$4.73K +$4.3K +170 New
ECA
95
Elevated Capital Advisors
Utah
$3.88K +$3.54K +140 New
MWM
96
Mosley Wealth Management
California
$2K +$2.35K +93 New
RFP
97
Root Financial Partners
California
$1.47K +$1.34K +53 New
WTC
98
WhitTier Trust Company
Nevada
$373 +$354 +14 New
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$334 +$303 +12 New
BTI
100
Blue Trust Inc
Georgia
$8

PEO Hedge Fund Activity: Q1 2026 in Review

99 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q1 2026, worth a combined $293M — up 23% from $237M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PEO positions and 5 closed out — a net gain of 17 holders — while 46 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.48M. The largest seller was Saba Capital Management, cutting an estimated $11M.

  • 99 institutional investors held Adams Natural Resources Fund (PEO) as of Q1 2026, up from 86 in Q4 2025.
  • Funds reported $293M of Adams Natural Resources Fund stock for Q1 2026, up 23% quarter-over-quarter.
  • 22 funds opened new Adams Natural Resources Fund positions in Q1 2026 and 5 closed out, a net change of +17 holders.
  • The largest Adams Natural Resources Fund buyer in Q1 2026 was Morgan Stanley, an estimated $7.48M added.
  • The largest Adams Natural Resources Fund seller in Q1 2026 was Saba Capital Management, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2026.