ADAMS NATURAL RESOURCES FUND (PEO) Institutional Ownership Changes & 13F Activity
ADAMS NATURAL RESOURCES FUND (PEO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Verition Fund Management Llc, Allspring Global Investments Holdings, Llc, Logan Stone Capital, Llc, and Millennium Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +8,422 | — | 8,422 | $208.19K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +8,445 | — | 8,445 | $208.76K | Q2 2026 | Aug 19, 2026 |
| Capstone Investment Advisors, Llc | Buy | +2,236 | +2.0% | 115,997 | $2.87M | Q2 2026 | Aug 17, 2026 |
| Verition Fund Management Llc | Sell | -62,814 | -47.8% | 68,636 | $1.70M | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +20,192 | — | 20,192 | $499.15K | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -19,797 | -51.5% | 18,648 | $460.98K | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Buy | +15,437 | — | 15,437 | $381.60K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +9,118 | +8.9% | 111,116 | $2.75M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +8,973 | +18.3% | 58,137 | $1.43M | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | Buy | +6,633 | +0.3% | 2,269,294 | $56.10M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +5,831 | +13.6% | 48,769 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -4,919 | -24.5% | 15,193 | $375.57K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,380 | +23.9% | 22,717 | $561.75K | Q2 2026 | Aug 14, 2026 |
| Intrepid Family Office Llc | Buy | +3,066 | +2.0% | 159,066 | $3.93M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Sell | -3,000 | -1.6% | 178,985 | $4.42M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +2,162 | +0.9% | 241,498 | $5.97M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,561 | +0.4% | 428,278 | $10.59M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +1,448 | +18.6% | 9,239 | $228.39K | Q2 2026 | Aug 14, 2026 |
| Css Llc/Il | Buy | +1,000 | +1.3% | 75,495 | $1.87M | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Buy | +967 | +0.2% | 507,973 | $12.56M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +11 | +0.0% | 124,284 | $3.07M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +175,415 | +13.8% | 1,449,627 | $35.83M | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +41,187 | +196.4% | 62,154 | $1.54M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +8,504 | — | 8,504 | $210.22K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -63 | -0.2% | 27,220 | $672.88K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Buy | +9,363 | +42.6% | 31,365 | $775.34K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +3,718 | +12.5% | 33,391 | $825.44K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +3,428 | — | 3,428 | $84.47K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +1,095 | +2.6% | 43,997 | $1.09M | Q2 2026 | Aug 12, 2026 |
| Evolve Private Wealth, Llc | Sell | -1,090 | -4.2% | 24,734 | $611.42K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about PEO activity
Which institutional owners are buying PEO?
Institutional owners buying PEO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PEO activity?
"Buy" means an investor increased their reported position in PEO compared to the prior reporting period. This reflects growing exposure to ADAMS NATURAL RESOURCES FUND (PEO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PEO increasing?
Institutional interest in PEO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PEO Institutional Insights
- PEO Overview
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- PEO Insider Trading & SEC Form 4 Activity
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