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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+8,4228,422$208.19KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+8,4458,445$208.76KQ2 2026Aug 19, 2026
Capstone Investment Advisors, LlcBuy+2,236+2.0%115,997$2.87MQ2 2026Aug 17, 2026
Verition Fund Management LlcSell-62,814-47.8%68,636$1.70MQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+20,19220,192$499.15KQ2 2026Aug 14, 2026
Millennium Management LlcSell-19,797-51.5%18,648$460.98KQ2 2026Aug 14, 2026
Man Group PlcBuy+15,43715,437$381.60KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+9,118+8.9%111,116$2.75MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+8,973+18.3%58,137$1.43MQ2 2026Aug 14, 2026
Saba Capital Management, L.P.Buy+6,633+0.3%2,269,294$56.10MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+5,831+13.6%48,769$1.21MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-4,919-24.5%15,193$375.57KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,380+23.9%22,717$561.75KQ2 2026Aug 14, 2026
Intrepid Family Office LlcBuy+3,066+2.0%159,066$3.93MQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Sell-3,000-1.6%178,985$4.42MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,162+0.9%241,498$5.97MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,561+0.4%428,278$10.59MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+1,448+18.6%9,239$228.39KQ2 2026Aug 14, 2026
Css Llc/IlBuy+1,000+1.3%75,495$1.87MQ2 2026Aug 14, 2026
Lazard Asset Management LlcBuy+967+0.2%507,973$12.56MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+11+0.0%124,284$3.07MQ2 2026Aug 14, 2026
Morgan StanleyBuy+175,415+13.8%1,449,627$35.83MQ2 2026Aug 13, 2026
Allspring Global Investments Holdings, LlcBuy+41,187+196.4%62,154$1.54MQ2 2026Aug 13, 2026
Mariner, LlcBuy+8,5048,504$210.22KQ2 2026Aug 13, 2026
Ubs Group AgSell-63-0.2%27,220$672.88KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+9,363+42.6%31,365$775.34KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+3,718+12.5%33,391$825.44KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+3,4283,428$84.47KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+1,095+2.6%43,997$1.09MQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-1,090-4.2%24,734$611.42KQ2 2026Aug 12, 2026
Showing 30 of 98

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.