Adams Natural Resources Fund
PEO
68 hedge funds and large institutions have $141M invested in Adams Natural Resources Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 3 closing their positions.
501% more call options, than puts
Call options by funds: $1.85M | Put options by funds: $308K
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
6% more capital invested
Capital invested by funds: $133M → $141M (+$7.83M)
3.01% more ownership
Funds ownership: 28.35% → 31.37% (+3%)
1% more funds holding
Funds holding: 67 → 68 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$7.42M |
| 2 |
Lazard Asset Management
New York
|
+$3.41M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$3.22M |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$2.88M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.67M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.88M |
| 3 |
Morgan Stanley
New York
|
-$454K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$409K |
| 5 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
-$186K |
PEO Hedge Fund Activity: Q3 2019 in Review
68 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q3 2019, worth a combined $141M — up 5.9% from $133M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PEO positions and 3 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Ancora Advisors, adding an estimated $7.42M. The largest seller was Landscape Capital Management, cutting an estimated $2.67M.
- 68 institutional investors held Adams Natural Resources Fund (PEO) as of Q3 2019, up from 67 in Q2 2019.
- Funds reported $141M of Adams Natural Resources Fund stock for Q3 2019, up 5.9% quarter-over-quarter.
- 4 funds opened new Adams Natural Resources Fund positions in Q3 2019 and 3 closed out, a net change of +1 holder.
- The largest Adams Natural Resources Fund buyer in Q3 2019 was Ancora Advisors, an estimated $7.42M added.
- The largest Adams Natural Resources Fund seller in Q3 2019 was Landscape Capital Management, an estimated $2.67M sold.
Based on aggregated 13F filings for Q3 2019.