Adams Natural Resources Fund
PEO
68 hedge funds and large institutions have $166M invested in Adams Natural Resources Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 8 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
30% more capital invested
Capital invested by funds: $127M → $166M (+$38.3M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0.37% more ownership
Funds ownership: 33.29% → 33.67% (+0.37%)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
1% less funds holding
Funds holding: 69 → 68 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$8.71M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$4.16M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$3.24M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.57M |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.42M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.67M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.65M |
| 4 |
BW
Basepoint Wealth
Cedar Rapids,
Iowa
|
-$1.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.18M |
PEO Hedge Fund Activity: Q1 2022 in Review
68 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q1 2022, worth a combined $166M — up 30% from $127M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PEO positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 19 trimmed.
The largest buyer was Adage Capital Partners, opening a new position worth an estimated $8.71M. The largest seller was UBS Group, cutting an estimated $6.42M.
- 68 institutional investors held Adams Natural Resources Fund (PEO) as of Q1 2022, down from 69 in Q4 2021.
- Funds reported $166M of Adams Natural Resources Fund stock for Q1 2022, up 30% quarter-over-quarter.
- 9 funds opened new Adams Natural Resources Fund positions in Q1 2022 and 8 closed out, a net change of +1 holder.
- The largest Adams Natural Resources Fund buyer in Q1 2022 was Adage Capital Partners, an estimated $8.71M added.
- The largest Adams Natural Resources Fund seller in Q1 2022 was UBS Group, an estimated $6.42M sold.
Based on aggregated 13F filings for Q1 2022.