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Adams Resources & Energy (AE) Institutional Ownership

Adams Resources & Energy logo
$37.30 +0.09 (+0.24%)
(As of 12/20/2024 04:32 PM ET)

Institutional Ownership Changes (13F Filings) for Adams Resources & Energy (NYSE:AE)

Current
Institutional Ownership
Percentage
57.81%
Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$895.85K
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.79M
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AE Institutional Buying and Selling by Quarter

Adams Resources & Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC1,934$52K0.0%+118.5%0.075%
11/16/2024 Geode Capital Management LLC25,124$679K0.0%+8.3%0.975%
11/15/2024 Barclays PLC1,934$52K0.0%+118.5%0.075%
11/15/2024 Needham Investment Management LLC190,000$5.13M0.4%-8.0%7.364%
11/13/2024 Wittenberg Investment Management Inc.21,315$576K0.2%+1.6%0.829%
11/12/2024 Round Hill Asset Management22,979$620K0.4%+71.6%0.894%
11/12/2024 Cerity Partners LLC20,350$549K0.0%+117.1%0.792%
11/6/2024 Empowered Funds LLC18,542$501K0.0%+5.3%0.721%
11/6/2024 Bard Associates Inc.12,438$336K0.1%+13.1%0.484%
8/9/2024 Renaissance Technologies LLC187,656$5.25M0.0%-1.9%7.310%
8/9/2024 Dimensional Fund Advisors LP254,776$7.13M0.0%-5.1%9.925%
5/10/2024 Aegis Financial Corp115,111$3.34M2.8%-20.1%4.479%
5/7/2024 Empowered Funds LLC16,344$474K0.0%+8.1%0.637%
5/3/2024 Wittenberg Investment Management Inc.20,976$608K0.2%+14.8%0.816%
2/14/2024 Wittenberg Investment Management Inc.18,279$479K0.2%+12.8%0.717%
2/12/2024 First Wilshire Securities Management Inc.31,094$814K0.3%-2.7%1.219%
11/15/2023 Knightsbridge Asset Management LLC8,908$300K0.1%N/A0.349%
11/14/2023 Perritt Capital Management Inc.4,000$135K0.1%+33.3%0.157%
11/14/2023 Ancora Advisors LLC24,614$829K0.0%+112.2%0.965%
11/14/2023 Wittenberg Investment Management Inc.16,203$546K0.2%+2.5%0.635%
11/14/2023 O Shaughnessy Asset Management LLC15,332$517K0.0%-11.6%0.601%
11/13/2023 Acadian Asset Management LLC65,391$2.20M0.0%-4.5%2.564%
11/13/2023 FMR LLC172,342$5.81M0.0%-13.2%6.759%
10/13/2023 Ritholtz Wealth Management6,508$219K0.0%-6.7%0.257%
8/14/2023 Perritt Capital Management Inc.3,000$105K0.1%N/A0.119%
8/11/2023 O Shaughnessy Asset Management LLC17,344$610K0.0%-11.4%0.686%
8/11/2023 Wittenberg Investment Management Inc.15,803$555K0.2%+11.9%0.625%
8/7/2023 Acadian Asset Management LLC68,455$2.40M0.0%-14.6%2.706%
7/27/2023EA Series Trust12,669$445K0.0%N/A0.501%
7/26/2023 Janney Montgomery Scott LLC10,276$361K0.0%N/A0.406%
7/25/2023Raymond James & Associates15,007$527K0.0%-4.3%0.593%
7/17/2023 Ritholtz Wealth Management6,974$245K0.0%-19.1%0.276%
(Data available from 1/1/2016 forward)

AE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AE shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Adams Resources & Energy. The most heavily invested institutionals were Dimensional Fund Advisors LP ($7.13M), FMR LLC ($5.81M), Renaissance Technologies LLC ($5.25M), Needham Investment Management LLC ($5.13M), Aegis Financial Corp ($3.34M), Acadian Asset Management LLC ($2.20M), and Ancora Advisors LLC ($829K).Learn more on AE's institutional investors.

What percentage of Adams Resources & Energy stock is owned by institutional investors?

57.81% of Adams Resources & Energy stock is owned by institutional investors. Learn more on AE's institutional investor holdings.

Which institutional investors have been buying Adams Resources & Energy stock?

Of the 12 institutional investors that purchased Adams Resources & Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ancora Advisors LLC ($13.02K), EA Series Trust ($12.67K), Cerity Partners LLC ($10.98K), Janney Montgomery Scott LLC ($10.28K), Round Hill Asset Management ($9.59K), Knightsbridge Asset Management LLC ($8.91K), and Wittenberg Investment Management Inc. ($7.19K).

How much institutional buying is happening at Adams Resources & Energy?

Institutional investors have bought a total of 84,241 shares in the last 24 months. This purchase volume represents approximately $2.65M in transactions.

Which Adams Resources & Energy major shareholders have been selling company stock?

Of the 10 institutional investors that sold Adams Resources & Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aegis Financial Corp ($29.05K), FMR LLC ($26.31K), Needham Investment Management LLC ($16.50K), Acadian Asset Management LLC ($14.76K), Dimensional Fund Advisors LP ($13.69K), O Shaughnessy Asset Management LLC ($4.24K), and Renaissance Technologies LLC ($3.70K).

How much institutional selling is happening at Adams Resources & Energy?

Institutional investors have sold a total of 111,902 shares in the last 24 months. This volume of shares sold represents approximately $3.44M in transactions.



This page (NYSE:AE) was last updated on 12/21/2024 by MarketBeat.com Staff
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