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PEO

Adams Natural Resources Fund

76 hedge funds and large institutions have $179M invested in Adams Natural Resources Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,984% more call options, than puts

Call options by funds: $667K | Put options by funds: $32K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 7776 (-1)

1.35% less ownership

Funds ownership: 37.51%36.16% (-1.3%)

7% less capital invested

Capital invested by funds: $193M → $179M (-$13.4M)

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
26
Reduced
24
Closed
7
Calls
$667K
Puts
$32K
Net Calls
+$635K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
ADEF
1
Adams Diversified Equity Fund
Maryland
$45M
Morgan Stanley
2
Morgan Stanley
New York
$12.7M +$2.75M +133,582 +26%
Lazard Asset Management
3
Lazard Asset Management
New York
$11.7M +$425K +20,607 +4%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$11.6M -$16M -774,403 -57%
CL
5
CSS LLC
Illinois
$11.3M +$87K +4,221 +0.7%
CA
6
Cornerstone Advisors
North Carolina
$11M +$6.2M +300,614 +117%
BW
7
Basepoint Wealth
Iowa
$9.1M -$13.4K -650 -0.1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.97M -$15.7K -763 -0.3%
Bank of America
9
Bank of America
North Carolina
$5.45M -$457K -22,185 -7%
WAM
10
Wolverine Asset Management
Illinois
$5.08M +$2.04M +98,748 +62%
RJA
11
Raymond James & Associates
Florida
$3.52M -$1.25M -60,802 -25%
IFO
12
Intrepid Family Office
Florida
$3.29M
1CP
13
1607 Capital Partners
Virginia
$3.27M +$3.41M +165,386 New
NSAM
14
North Star Asset Management
Wisconsin
$3.06M -$33.8K -1,639 -1%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$2.83M -$1.12M -54,265 -27%
Cohen & Steers
16
Cohen & Steers
New York
$2.75M +$294K +14,262 +11%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.28M +$170K +8,222 +8%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.07M -$12.5K -604 -0.6%
FC
19
FCA Corp
Texas
$2.04M +$83.3K +4,042 +4%
QC
20
Quantedge Capital
Singapore
$1.74M +$418K +20,270 +30%
UCI
21
Uncommon Cents Investing
Wisconsin
$1.34M -$15.7K -759 -1%
Stifel Financial
22
Stifel Financial
Missouri
$1.34M -$3.81K -185 -0.3%
WCM
23
Whitener Capital Management
North Carolina
$1.28M -$17.4K -846 -1%
Walleye Capital
24
Walleye Capital
New York
$1.21M +$260K +12,588 +26%
NFG
25
Nations Financial Group
Iowa
$1.2M

PEO Hedge Fund Activity: Q1 2023 in Review

76 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q1 2023, worth a combined $179M — down 7% from $193M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PEO positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $6.2M. The largest seller was Adage Capital Partners, cutting an estimated $16M.

  • 76 institutional investors held Adams Natural Resources Fund (PEO) as of Q1 2023, down from 77 in Q4 2022.
  • Funds reported $179M of Adams Natural Resources Fund stock for Q1 2023, down 7% quarter-over-quarter.
  • 9 funds opened new Adams Natural Resources Fund positions in Q1 2023 and 7 closed out, a net change of +2 holders.
  • The largest Adams Natural Resources Fund buyer in Q1 2023 was Cornerstone Advisors, an estimated $6.2M added.
  • The largest Adams Natural Resources Fund seller in Q1 2023 was Adage Capital Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2023.