Adams Natural Resources Fund
PEO
69 hedge funds and large institutions have $127M invested in Adams Natural Resources Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 7 closing their positions.
170% more capital inflows, than outflows
Capital inflows: $19.7M | Capital outflows: $7.29M
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
8% more funds holding
Funds holding: 64 → 69 (+5)
2.67% more ownership
Funds ownership: 29.36% → 32.03% (+2.7%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $224K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$734K |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$510K |
| 3 |
Landscape Capital Management
Englewood,
New Jersey
|
+$460K |
| 4 |
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$433K |
| 5 |
Cutler Capital Management
Worcester,
Massachusetts
|
+$414K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.31M |
| 2 |
6 Meridian
Wichita,
Kansas
|
-$630K |
| 3 |
Ionic Capital Management
New York
|
-$501K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$163K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$140K |
PEO Hedge Fund Activity: Q4 2021 in Review
69 of the 6,522 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q4 2021, worth a combined $127M — up 16% from $109M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PEO positions and 7 closed out — a net gain of 6 holders — while 24 added to existing stakes and 18 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $734K. The largest seller was UBS Group, cutting an estimated $5.31M.
- 69 institutional investors held Adams Natural Resources Fund (PEO) as of Q4 2021, up from 64 in Q3 2021.
- Funds reported $127M of Adams Natural Resources Fund stock for Q4 2021, up 16% quarter-over-quarter.
- 13 funds opened new Adams Natural Resources Fund positions in Q4 2021 and 7 closed out, a net change of +6 holders.
- The largest Adams Natural Resources Fund buyer in Q4 2021 was HighTower Advisors, an estimated $734K added.
- The largest Adams Natural Resources Fund seller in Q4 2021 was UBS Group, an estimated $5.31M sold.
Based on aggregated 13F filings for Q4 2021.