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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Cullen Value Fund.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2026 | Cullen Value Fund | Buy | 349 | 24,699 | $610,550 |
| Q1 2026 | Cullen Value Fund | Sell | -3,049 | 24,350 | $676,938 |
| Q4 2025 | Cullen Value Fund | Buy | 454 | 27,399 | $614,291 |
| Q3 2025 | Cullen Value Fund | Sell | -1,758 | 26,945 | $582,814 |
| Q2 2025 | Cullen Value Fund | Sell | -700 | 28,703 | $613,376 |
| Q1 2025 | Cullen Value Fund | Buy | 617 | 29,403 | $670,682 |
| Q4 2024 | Cullen Value Fund | Buy | 546 | 28,786 | $625,798 |
| Q3 2024 | Cullen Value Fund | Buy | 580 | 28,240 | $655,723 |
| Q2 2024 | Cullen Value Fund | Buy | 105 | 27,660 | $653,056 |
| Q1 2024 | Cullen Value Fund | Buy | 29 | 27,555 | $647,829 |
| Q4 2023 | Cullen Value Fund | Buy | 27,526 | 27,526 | $567,853 |
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 Institutional Ownership Overview
- PEO Institutional Ownership & Insiders Activity
- PEO Institutional Ownership & 13F Activity
- PEO Top Institutional Shareholders
- PEO Institutional Buying Activity
- PEO Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PEO Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings