PEO

Adams Natural Resources Fund

+$54.7M

Net Activity

Institutions Holding

98

Popularity Rank

#4488

Avg Weight

0.16%

Total Value

$290.0M

Ownership Trend

98 institutions currently hold PEO, with 68 net buyers and 24 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

24

Net Buying Institutions

68

Key Holders

Key Holders

Top 5 by Value

AD
Adams Diversified Equity Fund, INC.
$72.9M
SC
Saba Capital Management, L.P.
$62.9M
MS
Morgan Stanley
$35.4M
LA
Lazard Asset Management LLC
$14.1M
RB
Royal Bank Of Canada
$11.9M

Top 5 by Conviction

IF
Intrepid Family Office LLC
3.51%
BW
Basepoint Wealth LLC
2.64%
AD
Adams Diversified Equity Fund, INC.
2.57%
SC
Saba Capital Management, L.P.
1.74%
W&
Walsh & Associates, LLC
0.98%
View all 98 holding institutions

Quarterly Activity

Recent Activity

+$175.5M

Total Buy Value

$111.7M

Total Sell Value

New buy22
Trim19
Add46
Sold out5

68

Net Buyers

24

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ADAMS NATURAL RESOURCES FUND (PEO)?
Major stakeholders currently include Adams Diversified Equity Fund, INC. ($72.9M), Saba Capital Management, L.P. ($62.9M), Morgan Stanley ($35.4M). Based on the latest 13F filings, there are a total of 98 tracked investment funds and institutions maintaining positions in PEO.
What is the overall institutional sentiment toward PEO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $54.7M, driven by 68 managers accumulating shares while 24 reduced their exposure.
Which institutions have been selling or reducing their PEO positions?
In the latest period, 19 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $111.7M.
Are there any notable investors adding PEO to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 46 existing holders added to their shares. The total reported buy value for the quarter amounted to $175.5M.

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