Adams Natural Resources Fund
PEO
66 hedge funds and large institutions have $80.9M invested in Adams Natural Resources Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 10 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 15
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
16% more capital invested
Capital invested by funds: $69.6M → $80.9M (+$11.3M)
6.22% more ownership
Funds ownership: 24.83% → 31.05% (+6.2%)
5% more funds holding
Funds holding: 63 → 66 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.61M |
| 2 |
ICM
Ionic Capital Management
New York
|
+$1.59M |
| 3 |
6M
6 Meridian
Wichita,
Kansas
|
+$1.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.06M |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
+$960K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$10M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$696K |
| 3 |
BFM
Boothbay Fund Management
New York
|
-$542K |
| 4 |
Cohen & Steers
New York
|
-$298K |
| 5 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
-$198K |
PEO Hedge Fund Activity: Q4 2020 in Review
66 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q4 2020, worth a combined $80.9M — up 16% from $69.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PEO positions and 10 closed out — a net gain of 3 holders — while 29 added to existing stakes and 15 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.61M. The largest seller was Ancora Advisors, cutting an estimated $10M.
- 66 institutional investors held Adams Natural Resources Fund (PEO) as of Q4 2020, up from 63 in Q3 2020.
- Funds reported $80.9M of Adams Natural Resources Fund stock for Q4 2020, up 16% quarter-over-quarter.
- 13 funds opened new Adams Natural Resources Fund positions in Q4 2020 and 10 closed out, a net change of +3 holders.
- The largest Adams Natural Resources Fund buyer in Q4 2020 was Wolverine Asset Management, an estimated $1.61M added.
- The largest Adams Natural Resources Fund seller in Q4 2020 was Ancora Advisors, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2020.