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PEO

Adams Natural Resources Fund

68 hedge funds and large institutions have $122M invested in Adams Natural Resources Fund in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

5% more funds holding

Funds holding: 6568 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.12% less ownership

Funds ownership: 30.12%30% (-0.12%)

27% less capital invested

Capital invested by funds: $167M → $122M (-$45.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $174K

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
29
Reduced
18
Closed
9
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
-$174K
Name Holding Trade Value Shares
Change
Change in
Stake
ADEF
1
Adams Diversified Equity Fund
Maryland
$31.9M
Lazard Asset Management
2
Lazard Asset Management
New York
$25.7M -$369K -22,245 -1%
CA
3
Cornerstone Advisors
North Carolina
$12.2M
Morgan Stanley
4
Morgan Stanley
New York
$5.67M -$2.22M -134,018 -25%
UBS Group
5
UBS Group
Switzerland
$5.18M +$636K +38,312 +12%
COLIM
6
City of London Investment Management
United Kingdom
$3.48M +$1.07M +64,535 +35%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.33M -$481K -28,985 -11%
NSAM
8
North Star Asset Management
Wisconsin
$3.07M +$588K +35,423 +19%
Cohen & Steers
9
Cohen & Steers
New York
$2.65M +$810K +48,827 +35%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$2.41M +$510K +30,746 +22%
1CP
11
1607 Capital Partners
Virginia
$2.32M +$250K +15,058 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.29M -$38.9K -2,345 -1%
LCM
13
Landscape Capital Management
New Jersey
$1.7M +$760K +45,794 +61%
Bank of America
14
Bank of America
North Carolina
$1.58M -$452K -27,251 -19%
CL
15
CSS LLC
Illinois
$1.45M +$504K +30,399 +42%
VCWA
16
Vanguard Capital Wealth Advisors
Colorado
$1.3M +$1.54M +92,547 New
CRC
17
Curi RMB Capital
Illinois
$1.03M +$478K +28,778 +64%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$933K +$157K +9,466 +17%
Wells Fargo
19
Wells Fargo
California
$824K +$61.6K +3,713 +7%
HFS
20
HL Financial Services
Kentucky
$812K +$116K +6,993 +14%
AA
21
Ancora Advisors
Ohio
$811K +$90.1K +5,429 +10%
AAM
22
Advisors Asset Management
Colorado
$766K +$173K +10,399 +23%
Stifel Financial
23
Stifel Financial
Missouri
$705K +$5.72K +345 +0.7%
BI
24
Bramshill Investments
Florida
$700K +$828K +49,923 New
DADC
25
D.A. Davidson & Co
Montana
$692K +$213K +12,847 +35%

PEO Hedge Fund Activity: Q4 2018 in Review

68 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q4 2018, worth a combined $122M — down 27% from $167M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PEO positions and 9 closed out — a net gain of 3 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Vanguard Capital Wealth Advisors, opening a new position worth an estimated $1.54M. The largest seller was Citigroup, exiting entirely with an estimated $5.21M sold.

  • 68 institutional investors held Adams Natural Resources Fund (PEO) as of Q4 2018, up from 65 in Q3 2018.
  • Funds reported $122M of Adams Natural Resources Fund stock for Q4 2018, down 27% quarter-over-quarter.
  • 12 funds opened new Adams Natural Resources Fund positions in Q4 2018 and 9 closed out, a net change of +3 holders.
  • The largest Adams Natural Resources Fund buyer in Q4 2018 was Vanguard Capital Wealth Advisors, an estimated $1.54M added.
  • The largest Adams Natural Resources Fund seller in Q4 2018 was Citigroup, an estimated $5.21M sold.

Based on aggregated 13F filings for Q4 2018.