Adams Natural Resources Fund
PEO
84 hedge funds and large institutions have $238M invested in Adams Natural Resources Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.
695% more call options, than puts
Call options by funds: $469K | Put options by funds: $59K
5% more capital invested
Capital invested by funds: $226M → $238M (+$12.1M)
1.16% more ownership
Funds ownership: 40% → 41.16% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less funds holding
Funds holding: 85 → 84 (-1)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$14.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.56M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.4M |
| 4 |
Cohen & Steers
New York
|
+$467K |
| 5 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.03M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.97M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.2M |
| 4 |
BW
Basepoint Wealth
Cedar Rapids,
Iowa
|
-$1.13M |
| 5 |
Lazard Asset Management
New York
|
-$863K |
PEO Hedge Fund Activity: Q2 2024 in Review
84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q2 2024, worth a combined $238M — up 5.4% from $226M a quarter earlier.
Fund positioning in PEO was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 24 added to existing stakes and 27 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $14.8M. The largest seller was Wolverine Asset Management, cutting an estimated $3.03M.
- 84 institutional investors held Adams Natural Resources Fund (PEO) as of Q2 2024, down from 85 in Q1 2024.
- Funds reported $238M of Adams Natural Resources Fund stock for Q2 2024, up 5.4% quarter-over-quarter.
- 8 funds opened new Adams Natural Resources Fund positions in Q2 2024 and 8 closed out, a net change of 0 holders.
- The largest Adams Natural Resources Fund buyer in Q2 2024 was Saba Capital Management, an estimated $14.8M added.
- The largest Adams Natural Resources Fund seller in Q2 2024 was Wolverine Asset Management, an estimated $3.03M sold.
Based on aggregated 13F filings for Q2 2024.