Adams Express Company (NYSE:ADX)

14.16
Data as of Aug 27
 +0.05 / +0.35%
Today’s Change
11.92
Today|||52-Week Range
14.17
+8.34%
Year-to-Date
Institutional investors lightened up their holdings of ADX during the quarter ended -- as they sold a net -- shares. Additionally, the 23.15% of the float remaining in their hands is among the lowest for companies in the Investment Trusts/Mutual Funds industry and highlights that this company is not an important holding.
Mutual fund holders5.22%
Other institutional17.94%
Individual stakeholders1.18%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014DOLIVER CAPITAL ADVISORS LP  Bought 1.4 Million shares of Adams Express Company
6/30/2014GEODE CAPITAL MANAGEMENT LLC  Bought 128.6 Thousand shares of Adams Express Company
6/30/2014ZUCKERMAN INVESTMENT GROUP LLC  Bought 101.0 Thousand shares of Adams Express Company

Top 10 Owners of Adams Express Company

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Lazard Asset Management LLC3.57%3,354,91645,761,054-772,576-18.72%
Karpus Management, Inc.2.71%2,543,85934,698,237+42,314+1.69%
Gramercy Advisors LLC2.29%2,152,80829,364,301-114,969-5.07%
BTG Pactual Asset Management S/A ...2.28%2,140,77729,200,198+2,140,777--
RiverNorth Capital Management LLC1.86%1,746,37123,820,50000.00%
Doliver Capital Advisors LP1.69%1,591,33221,705,768+1,362,406+595.13%
Morgan Stanley Smith Barney LLC1.41%1,329,45218,133,725-3,983-0.30%
1607 Capital Partners LLC0.82%772,29510,534,104-16,800-2.13%
Raymond James & Associates, Inc. ...0.74%692,4739,445,332+62,565+9.93%
Blue Bell Private Wealth Manageme...0.46%431,9535,891,839+39,210+9.98%

Top 10 Mutual Funds Holding Adams Express Company

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BTG Pactual Global Optimization2.28%2,140,77729,200,198+2,140,777--
RiverNorth Core Opportunity Fund1.80%1,695,25223,123,23700.00%
Special Opportunities Fund Inc.0.37%351,6524,796,53300.00%
Matisse Discounted Closed End Fun...0.20%187,0002,550,68000.00%
Dynamic Alternative Yield Fund0.12%110,0001,500,400+110,000--
Cornerstone Progressive Return Fu...0.08%78,2691,067,589-33,495-29.97%
TFS Market Neutral Fund0.08%72,691991,505+604+0.84%
Tradex Global Equity Fund0.06%51,796706,497+3,100+6.37%
RiverNorth Equity Opportunity Fun...0.05%51,119697,26300.00%
Guggenheim Multi Hedge Strategies...0.05%51,091696,88100.00%

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