Adams Natural Resources Fund
PEO
66 hedge funds and large institutions have $155M invested in Adams Natural Resources Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
11% more capital invested
Capital invested by funds: $140M → $155M (+$15.2M)
10% more funds holding
Funds holding: 60 → 66 (+6)
2.49% more ownership
Funds ownership: 25.98% → 28.47% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$8.4M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.08M |
| 3 |
Morgan Stanley
New York
|
+$959K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$874K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$679K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$874K |
| 2 |
LCM
Laurion Capital Management
New York
|
-$711K |
| 3 |
VF
Virtu Financial
New York
|
-$363K |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
-$293K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$247K |
PEO Hedge Fund Activity: Q4 2017 in Review
66 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q4 2017, worth a combined $155M — up 11% from $140M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PEO positions and 3 closed out — a net gain of 6 holders — while 30 added to existing stakes and 18 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $8.4M. The largest seller was Bank of America, cutting an estimated $874K.
- 66 institutional investors held Adams Natural Resources Fund (PEO) as of Q4 2017, up from 60 in Q3 2017.
- Funds reported $155M of Adams Natural Resources Fund stock for Q4 2017, up 11% quarter-over-quarter.
- 9 funds opened new Adams Natural Resources Fund positions in Q4 2017 and 3 closed out, a net change of +6 holders.
- The largest Adams Natural Resources Fund buyer in Q4 2017 was Lazard Asset Management, an estimated $8.4M added.
- The largest Adams Natural Resources Fund seller in Q4 2017 was Bank of America, an estimated $874K sold.
Based on aggregated 13F filings for Q4 2017.