Adams Natural Resources Fund
PEO
70 hedge funds and large institutions have $165M invested in Adams Natural Resources Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 4 closing their positions.
4,300% more call options, than puts
Call options by funds: $44K | Put options by funds: $1K
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
3% more funds holding
Funds holding: 68 → 70 (+2)
2.35% more ownership
Funds ownership: 33.67% → 36.01% (+2.3%)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $166M → $165M (-$617K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$14.8M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$1.13M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$1.04M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$859K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Basepoint Wealth
Cedar Rapids,
Iowa
|
-$4.43M |
| 2 |
Morgan Stanley
New York
|
-$2.12M |
| 3 |
Walleye Capital
New York
|
-$397K |
| 4 |
H6H
Hightower 6M Holding
Wichita,
Kansas
|
-$276K |
| 5 |
QC
Quantedge Capital
Singapore
|
-$266K |
PEO Hedge Fund Activity: Q2 2022 in Review
70 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q2 2022, worth a combined $165M — down 0.37% from $166M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PEO positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 21 trimmed.
The largest buyer was Adage Capital Partners, adding an estimated $14.8M. The largest seller was Basepoint Wealth, cutting an estimated $4.43M.
- 70 institutional investors held Adams Natural Resources Fund (PEO) as of Q2 2022, up from 68 in Q1 2022.
- Funds reported $165M of Adams Natural Resources Fund stock for Q2 2022, down 0.37% quarter-over-quarter.
- 6 funds opened new Adams Natural Resources Fund positions in Q2 2022 and 4 closed out, a net change of +2 holders.
- The largest Adams Natural Resources Fund buyer in Q2 2022 was Adage Capital Partners, an estimated $14.8M added.
- The largest Adams Natural Resources Fund seller in Q2 2022 was Basepoint Wealth, an estimated $4.43M sold.
Based on aggregated 13F filings for Q2 2022.