Adams Natural Resources Fund
PEO
65 hedge funds and large institutions have $147M invested in Adams Natural Resources Fund in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 8
33% more funds holding
Funds holding: 49 → 65 (+16)
1.05% more ownership
Funds ownership: 20.37% → 21.42% (+1%)
5% more capital invested
Capital invested by funds: $141M → $147M (+$6.75M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$4.15M |
| 2 |
Morgan Stanley
New York
|
+$1.93M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$889K |
| 4 |
SG Americas Securities
New York
|
+$620K |
| 5 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$4.73M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$951K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$833K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$230K |
| 5 |
ADBIC
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
-$197K |
PEO Hedge Fund Activity: Q4 2013 in Review
65 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q4 2013, worth a combined $147M — up 4.8% from $141M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PEO positions and 2 closed out — a net gain of 16 holders — while 28 added to existing stakes and 8 trimmed.
The largest buyer was AQR Capital Management, opening a new position worth an estimated $4.15M. The largest seller was Gramercy Funds Management, cutting an estimated $4.73M.
- 65 institutional investors held Adams Natural Resources Fund (PEO) as of Q4 2013, up from 49 in Q3 2013.
- Funds reported $147M of Adams Natural Resources Fund stock for Q4 2013, up 4.8% quarter-over-quarter.
- 18 funds opened new Adams Natural Resources Fund positions in Q4 2013 and 2 closed out, a net change of +16 holders.
- The largest Adams Natural Resources Fund buyer in Q4 2013 was AQR Capital Management, an estimated $4.15M added.
- The largest Adams Natural Resources Fund seller in Q4 2013 was Gramercy Funds Management, an estimated $4.73M sold.
Based on aggregated 13F filings for Q4 2013.