Adams Shares Owned by Institutions

ADX
 Fund
  

USD 15.00  0.27  1.77%   

Adams Diversified Equity fundamentals help investors to digest information that contributes to Adams Diversified's financial success or failures. It also enables traders to predict the movement of Adams Fund. The fundamental analysis module provides a way to measure Adams Diversified's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Adams Diversified fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Adams Shares Owned by Institutions Analysis

Adams Diversified's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current Adams Diversified Shares Owned by Institutions

    
  20.68 %  
Most of Adams Diversified's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Adams Diversified Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
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Adams Diversified Shares Owned by Institutions Component Assessment

Based on the latest financial disclosure, 20.68% of Adams Diversified Equity are shares owned by institutions. This is 30.46% lower than that of the Financial Services family and 60.99% lower than that of the Asset Management category. The shares owned by institutions for all United States funds is 47.26% higher than that of the company.

Adams Shares Owned by Institutions Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Adams Diversified's direct or indirect competition against its Shares Owned by Institutions to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Adams Diversified could also be used in its relative valuation, which is a method of valuing Adams Diversified by comparing valuation metrics of similar companies.
Adams Diversified is currently under evaluation in shares owned by institutions among similar funds.

Adams Fundamentals

About Adams Diversified Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Adams Diversified Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Adams Diversified using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Adams Diversified Equity based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. Adams Diversified Equity Fund, Inc. was founded in 1840 and is based in Baltimore, Maryland. Adams Diversified operates under Asset Management classification in the United States and is traded on New York Stock Exchange.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Adams Diversified without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Adams Diversified

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Adams Diversified position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Adams Diversified will appreciate offsetting losses from the drop in the long position's value.

Moving together with Adams Diversified

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The ability to find closely correlated positions to Adams Diversified could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Adams Diversified when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Adams Diversified - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Adams Diversified Equity to buy it.
The correlation of Adams Diversified is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Adams Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Adams Diversified Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Adams Diversified can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to Adams Diversified Piotroski F Score and Adams Diversified Altman Z Score analysis. Note that the Adams Diversified Equity information on this page should be used as a complementary analysis to other Adams Diversified's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

Complementary Tools for Adams Fund analysis

When running Adams Diversified Equity price analysis, check to measure Adams Diversified's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Adams Diversified is operating at the current time. Most of Adams Diversified's value examination focuses on studying past and present price action to predict the probability of Adams Diversified's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Adams Diversified's price. Additionally, you may evaluate how the addition of Adams Diversified to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Adams Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine Adams Diversified value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Adams Diversified's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.